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Job description
Lead bill rate planning, pricing models and fee analysis for the Tax practice
Analyze realization, margins and profitability across clients, engagements, niches and offices
Support major proposals, renewals and pricing decisions with financial analysis
Maintain KPI definitions and improve dashboards and leadership reporting
Partner with FP&A, IT and reporting teams to strengthen data quality and reporting processes
Prepare forecasts and identify financial risks and opportunities
Advise practice leaders on pricing, realization and business performance
Lead special projects focused on pricing, client economics and finance process improvement
Manage and develop the Analyst, Tax Finance, including setting priorities and reviewing work
Requirements
Bachelor's degree in accounting, finance, economics or a related field, or equivalent experience
7+ years of progressive experience in finance, FP&A, financial analysis, pricing or profitability analytics
Experience analyzing key metrics
Understanding of professional-services-based rates and pricing models
Experience reviewing recurring financial reporting
Experience in professional services or another time-and-billing environment preferred
Prior experience supervising or developing analysts preferred
Experience with enterprise financial systems, BI tools or SQL preferred
Advanced Microsoft Excel and financial modeling skills preferred
Experience presenting analysis and recommendations to senior leadership preferred
MBA, CPA, CMA or comparable credential preferred
Experience with finance automation or transformation is a plus
Core Competencies
Demonstrates expertise in financial analysis, pricing models, and profitability analytics, with a strong focus on data quality and reporting processes. Capable of leading teams and advising on business performance while managing financial risks and opportunities.
Highest-signal resume keywords
Financial Analysis
Pricing Models
KPI Management
Team Leadership
Enterprise Financial Systems
Hard Skills
Financial Modeling
Data Analysis
Profitability Analytics
Forecasting
Key Metrics Analysis
Pricing Strategy
Financial Reporting
Business Performance Analysis
Finance Automation
SQL
Soft Skills
Communication
Leadership
Collaboration
Analytical Thinking
Presentation Skills
Certifications & Qualifications
MBA
CPA
CMA
Industry Keywords
Professional Services
Time-and-Billing Environment
Fee Analysis
Client Economics
Financial Risks
Tools & Technologies
Microsoft Excel
Business Intelligence Tools
Enterprise Financial Systems
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.