MOREgroup is a Private Equity backed family of architecture, design and engineering brands. We represent over 700 employees in 22 offices throughout 13 states. Our family of brands offer expertise in the areas of education, healthcare and health science + technology, public architecture and engineering. Each brand contributes to a holistic network of services, expertise and innovation that is shared across markets.

We are seeking a highly analytical and data-driven Senior Financial Analyst to join our growing Financial Planning and Analysis (FP&A) team. This individual will play a key role by providing actionable insights through financial analysis and reporting. This is a collaborative role with extensive interaction with senior leadership, including the CFO and other C-suite executives, to influence strategic decisions. The ideal candidate will be a self-starter with a strong ability to analyze complex financial data and present findings in a clear, concise manner to help guide business performance. Professional Services firm experience is strongly preferred, background in investment banking or consulting desirable.

RESPONSIBILITIES:

• Financial Modeling & Reporting: Develop and maintain financial models to support budgeting, forecasting, and long-term financial planning, enabling data-driven decision-making.
• Data Analysis & Insights: Gather, analyze, and synthesize financial and operational data to identify trends, performance drivers, and areas for improvement.
• Cross-functional Collaboration: Work closely with key stakeholders, including executive leadership, operational teams, and private equity partners, to drive strategic initiatives and provide financial insights.
• Strategic Support: Partner with leadership to assess financial outcomes, develop strategic recommendations, and track performance metrics to meet financial and operational goals.
• Performance Management: Implement and enhance performance tracking mechanisms to assess progress against financial and operational objectives. Provide recommendations to improve profitability, efficiency, and cost management.
• Ad-hoc Analysis: Support various business units with detailed financial analysis, including profitability analysis, scenario planning, and other special projects as needed.
• Process Improvement: Continuously evaluate and improve financial processes, reporting systems, and tools to enhance the accuracy and efficiency of FP&A operations.

KEY COMPETENCIES:

• Analytical Mindset: Strong ability to work with complex data, extract meaningful insights, and make strategic recommendations.
• Collaboration & Influence: Ability to work with various stakeholders, build strong relationships, and effectively communicate financial concepts to non-financial audiences.
• Self-Starter: Demonstrated ability to take initiative and work independently, while managing competing priorities.
• Attention to Detail: High level of accuracy and attention to detail, particularly when developing financial models or analyzing large data sets.
• Problem-Solving Skills: Ability to think critically and creatively to solve complex financial challenges.

DIRECT REPORT: This position reports directly to the Senior Director of FP&A

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, or a related field (required).
• 2-6 years of professional experience in financial analysis, FP&A, or relevant areas.
• Proficiency with financial software tools and ERP systems (experience with Deltek Vantage Point, data management or reporting platforms is a plus).
• Strong team player with a collaborative mindset and the ability to work cross-functionally.
• Excellent analytical skills with a strong attention to detail and ability to spot trends and insights in large data sets.
• Strong verbal and written communication skills, with experience presenting to senior leaders.

PREFERRED QUALIFICATIONS:

• 2-6 years of experience in financial analysis, FP&A, or a related field. Experience within a private equity-backed company is highly preferred.
• Background in investment banking or consulting desirable.
• Previous experience in a professional services firm strongly preferred.
• Strong expertise in financial modeling, budgeting, forecasting, and performance analysis.
• Advanced proficiency in Excel and familiarity with BI tools or data analytics platforms.
• Solid understanding of finance and accounting principles, including financial statement mechanics, ratio analysis, and financial modeling techniques.
• Demonstrated ability to gather, analyze, and present data independently, without relying on IT or other departments to source the information.
• Previous experience in middle-market companies or start-up environments with a focus on building and optimizing financial processes.
• Excellent communication and interpersonal skills, with the ability to present complex financial data clearly and effectively to senior leadership.