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.

If you're looking for a role where you can develop new skillsets, accelerate your career, and build something alongside a company with ambitious expansion plans, we'd love to hear from you.