Job Type
Full-time
Description
Position Summary The FP&A Manager will serve as a key strategic finance partner, working directly with the CFO, executive leadership team, and our private equity sponsor to drive financial planning, business performance, and strategic decision-making.
This is far more than a traditional budgeting role. The position offers visibility into mergers and acquisitions, Board reporting, capital raising, operational analytics, integration efforts, and executive decision-making. The ideal candidate enjoys solving complex business problems, building scalable financial processes, and wearing multiple hats in a rapidly growing organization.
This position offers significant career growth as the company continues its acquisition strategy and expands its finance organization.
What You'll Do Financial Planning & Analysis - Drive the budgeting and forecasting processes across multiple operating entities.
- Develop integrated financial models supporting strategic planning and forecasting.
- Prepare monthly reporting packages for the executive team and private equity sponsor.
- Partner with operational leaders to identify trends, opportunities, and risks affecting the business.
- Build dashboards and KPIs to improve visibility into company performance.
Executive & Private Equity Reporting - Work closely with the private equity firm to prepare Board materials and reporting packages.
- Support ad hoc requests related to M&A and investor relations.
- Assist with lender reporting and covenant compliance.
- Provide financial insights that support executive decision-making.
Strategic Finance - Support acquisition due diligence, financial modeling, and post-acquisition integration.
- Evaluate investment opportunities, capital projects, and strategic initiatives.
- Perform profitability analyses by business unit, geography, customer segment, and product line.
- Identify opportunities to improve margins, cash flow, and operational efficiency.
Business Partnership - Work cross-functionally with Accounting, Operations, Sales, HR, and executive leadership.
- Translate financial data into actionable business recommendations.
- Help improve financial processes, reporting automation, and data integrity.
- Participate in special projects as the company continues to grow.
Requirements
Qualifications Required - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 4+ years of experience in FP&A, corporate finance, investment banking, or PE-backed businesses.
- Advanced Excel and financial modeling skills.
- Strong analytical and problem-solving abilities with even stronger attention to detail.
- Ability to manage multiple priorities with excellent communication and presentation skills.
Preferred - CFA and/or CPA.
- Experience in private equity-backed companies.
- Experience supporting mergers and acquisitions.
- Experience with business intelligence or reporting tools (Power BI, Tableau, or similar).
- Experience with ERP systems and financial reporting platforms.
What Success Looks Like In this role, you will:
- Become a trusted advisor to the CFO and executive leadership team.
- Deliver timely, insightful reporting that improves business decisions.
- Build scalable FP&A processes that support rapid growth.
- Evaluate and integrate acquisitions.
- Provide financial analysis with a founder mentality that creates value across the organization.
