Forvis Mazars US · 7 hours ago
Financial Planning & Analysis Senior Manager of Budgeting & Forecasting
Springfield, MO
Full-time
Hybrid
Director/Executive
10+ years expForvis Mazars US is seeking a Senior Manager of Budgeting and Forecasting to oversee the firm's annual Financial Budgeting Process. This role involves designing and executing the budget project plan, managing communications, and collaborating with various teams to ensure accurate financial forecasting and reporting.
AccountingConsultingFinancial Services
Responsibilities
Design, Maintain and Execute Annual Budget Project Plan
Prepare and Manage Annual Budget Timeline
Maintain Budget SharePoint Site for users
Implement changes in management organizational structure into Budget Process
Prepare and distribute Budget communications: Timeline, Milestones, Reminders, Finalization
Design, Test and Validate all Budget Integrations from supporting Human Resources, Practice Management, Financial Support systems
Manage development of current year forecast, validate assumptions, calculations and inputs
Revenue Planning - Develop and Design Budgeting Model for Revenues aligned to Practice Structure. Test and validate all modeling calculations, identify support needs and work with firm leadership to prepare revenue assumptions
People and Production Planning - Design budgeting model for compensation cost and billable hours. Test and validate all model calculations. Identify and support assumptions. Validate all model outputs for Final Budget
Expense Planning - Provide Budget users supporting data for operating expense estimates. Develop inputs for various controlled expenses
Coordinate Firmwide Budget Estimates for Partner Benefits, Technology, Facilities, Insurance and Employee Training Costs
Prepare Budget Training Materials: 'How to' Guides, 'How to' Videos, Prepare and Host 'What's New' webinars, Prepare Detail Step by Step Budget Training courses. Host all training materials on Budget SharePoint Site
Develop National and Regional Overhead Assumptions, Test and validate Budget Outputs
Identify Budget Risks and Opportunities and Reserves
Develop transfer pricing assumptions and maintain inventory of transfer pricing adjustments
Work Closely with Partners and Budget Subject Matter Experts on the preparation of their Budget
Reporting - Design, Validate and Test Budget Reports. Prepare ad hoc and custom budget reporting as requested
Design, Test and Validate Budget Analytics and Key Performance Indicators
Prepare Budget Presentation for Review and Approval by Senior Leadership and Governing Board
Continuous Review of Budget Process throughout the year developing a process of continuous improvement, including commentary on budget variances and process changes
Collaborate and consult with Performance and Partner Operations team in National Office on timing, results, structure and budget adjustments
These responsibilities involve significant independent judgment, analytical skills, and discretion, aligning this position with the requirements for an exempt role under applicable guidelines
Research key transactions or inquiries in surrounding practice management
Research key transactions in accounting solution for current and future budget implications
Qualification
Required
Bachelor's degree in a related field
10+ years of related experience
knowledge of accounting principles
budgeting
forecasting
variance analysis
financial data management
communication
training
use and design of budgeting/planning tools
confidentiality
familiar with firm's organizational structure and strategy
strong organizational and time management abilities
Preferred
Master's degree
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
5001-10000 employees
H1B Sponsorship
Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase