Senior Financial Planning & Analysis Manager

Berkeley Research Group (BRG)

. Serve as the key finance partner for BRG’s Integrated Health Solutions practices and community leaders on accounting, planning, and financial management topics .

Posted 11/10/2026full-timeRemote • United StatesSenior💰 $160,000 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including budgeting, forecasting, and financial analysis, while providing strategic insights and recommendations to leadership. Proficient in developing complex financial models and ensuring compliance with US GAAP.

Highest-signal resume keywords

CPAFinancial ManagementBudgetingUS GAAPFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRevenue RecognitionOperational BudgetingVariance AnalysisFinancial ReportingComplex Financial ModelingP&L ManagementCost Efficiency ImprovementEngagement Financial SetupPractice Profitability Calculations

Soft Skills

Excellent Communication SkillsWritten/Verbal Presentation SkillsStrategic InsightProject ManagementAbility to Juggle Multiple Projects

Tools & Technologies

Financial ToolsDashboardsAnalytical Processes

Certifications & Qualifications

CPAMBACFA

Industry Keywords

Professional ServicesMatrixed EnvironmentEconomic ConsultingManagement ConsultingEnterprise ControlGovernance Processes

About the role

Key responsibilities & impact

Serve as the key finance partner for BRG’s Integrated Health Solutions practices and community leaders on accounting, planning, and financial management topics
Develop or review pricing for nonstandard and complex engagements, including fixed-fee arrangements
Partner with engagement teams at inception to ensure appropriate financial setup
Monitor engagement progress and financial performance, including independent contractor use
Conduct regular reviews with engagement and practice leaders to identify barriers, address risks, and inform revenue forecasts
Support appropriate revenue recognition for nonstandard and complex engagements in coordination with FP&A and Controllers
Manage operational and corporate budgeting, budget controls, and periodic reforecasting
Maintain revenue and other financial projections
Develop and implement recurring financial and operational reporting, dashboards, and analytical processes
Maintain financial tools and train engagement leaders on their use
Support internal and external reporting with variance analysis and recommendations to improve cost efficiency and profitability
Calculate and report monthly and year-to-date available staff utilization
Support practice profitability calculations used in compensation processes
Develop multiyear financial projections, business cases for practice expansion, and ad hoc models and analyses
Supervise and develop one Senior Financial Analyst based in New York City
Provide direction, set priorities, and oversee the quality and timeliness of deliverables

Requirements

What you’ll need

CPA, MBA or equivalent advanced degree or credential (for example CFA) preferred
Minimum of 7-10 years of professional financial experience grounded in operationally focused financial management, including planning, analysis, strategy and budgeting roles, business division financial controller experience, or similar roles providing close financial support for leadership with P&L responsibilities
Experience in a matrixed environment and/or professional services business is a significant positive but not required
Exposure to and understanding of the economic and/or management consulting industry is a significant positive but not required
Willingness and ability to build complex models and analyses
Excellent communication and written/verbal presentation skills
Ability to participate actively in business decisions and offer strategic insights and recommendations
Experience with and solid understanding of US GAAP
Experience with enterprise control and governance processes
Ability to juggle multiple projects and competing requirements under deadlines in a dynamic and fast-paced environment
Must be able to submit verification of legal right to work in the U.S. without company sponsorship