Senior Manager - Financial Planning & Analysis (Remote) jobs in United States
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Ellis Porter - The Immigration Attorneys ยท 3 weeks ago

Senior Manager - Financial Planning & Analysis (Remote)

Ellis Porter is dedicated to improving the immigration experience for employers and individuals. They are seeking an experienced Senior Manager of Financial Planning & Analysis to build out the FP&A function, develop forecasting and budgeting processes, and support the firm's growth and innovation.

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Responsibilities

Establish foundational FP&A processes, systems, and reporting frameworks from the ground up. Create standardized monthly and quarterly reporting packages for executive leadership team
Develop and oversee the budgeting processes for all business lines and operating functions, ensuring efficient resource allocation
Build and enhance financial models to support scenario analysis, anticipate future business and financial trends, and inform decision-making
Build relationships with practice and operations leaders to become a trusted business partner; gather and synthesize input for financial plans and projections
Partner with the leadership team to translate strategic plans into actionable budgets and key performance indicators (KPIs)
Monitor firm performance, spot trends, identify risks and opportunities, and recommend actions to drive results
Identify and help mitigate financial risks associated with operations and client engagements
Develop and analyze pricing models to help drive pricing strategies that reflect the value of services, align with market trends, meet client needs, and ensure profitability
Implement and monitor internal controls to safeguard assets and ensure accurate financial reporting
Assess and implement advanced reporting and business intelligence tools to enhance performance measurement and transparency. Proactively support digital transformation projects to help modernize processes and technologies within the finance function and across the firm, including evaluating opportunities for automation and AI deployment
Support M&A activities, including due diligence, deal structuring, and post-merger integration
Improve financial literacy across the organization through training and ongoing engagement with non-finance Porters
Develop recommendations for future FP&A team structure and staffing needs as the firm scales. Help build a culture of analytical rigor and data-driven decision-making across the organization

Qualification

Financial Planning & AnalysisBudgeting processesFinancial modelingExcelFinancial systems/ERPBusiness Intelligence toolsAnalytical skillsCultural competenceEmpathyCommunication skillsDetail oriented

Required

Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
6-10 years of progressive FP&A experience, including 2-4 years in a leadership role
Demonstrated experience establishing or significantly revamping budgeting and forecasting processes
Advanced skills in Excel and financial modeling
Proficiency with financial systems/ERP software and BI platforms (e.g., Power BI)
Experience integrating data across multiple platforms required
Superior analytical, communication, and presentation skills
Detail oriented, organized with a high focus on accuracy and a bias towards action
Experience and desire to work in a progressive, high growth environment with a startup mentality
Strong cultural competence in working with international clients and diverse teams
Valuing kindness, empathy, diversity, and inclusion as key strategic drivers of business success

Preferred

MBA or CFA is a plus
Prior professional services or law firm experience is a plus
Familiarity with Salesforce-based systems is a strong plus (Litify, Accounting Seed)
Passionate proponent of immigration and global mobility

Benefits

Competitive compensation
Health/dental/vision/life insurance benefits
A 401(k)-retirement savings plan with employer-matching
A generous paid-time-off policy
Casual attire
Plenty of free food
Regular opportunities for exposure to international cuisine and culture

Company

Ellis Porter - The Immigration Attorneys

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Ellis Porter is a law firm focused on managing the immigration experience for employers and individuals.

Funding

Current Stage
Growth Stage

Leadership Team

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David Allen
Director, High-Skilled Immigration Team
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Marc Topoleski
Founder & Managing Partner
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Company data provided by crunchbase