8+ years of FP&A or corporate finance experience, preferably in interim or consulting roles.
Experience within a large, PE-backed, multi-site operational environment.
Strong proficiency in budgeting, rolling forecasts, and long-range planning processes.
Ability to collaborate with CFOs and executives to produce actionable insights from financial data.
Advanced skills in financial modeling and performance analysis for investment evaluations and business drivers.
History of enhancing FP&A processes and reporting for organizations undergoing significant changes.
Proactive leader with a hands-on approach and quick adaptability to priorities.
Responsibilities
Support FP&A functions during a critical transition period for a PE-backed organization.
Partner with the VP of FP&A and business leaders to deliver monthly reporting and actionable insights.
Own and manage the annual operating plan and long-range planning processes.
Support M&A integration and financial modeling for strategic initiatives.
Evaluate and enhance FP&A processes and reporting capabilities for better decision-making.
Act as a finance business partner, translating complex data into clear recommendations.
Benefits
Flexible work arrangements to support work-life balance.
Opportunities for professional development and growth.
Involvement in high-impact strategic initiatives.
Collaboration with senior executives for direct influence on business decisions.
Full Job Description
WHY THIS ROLE IS IMPORTANT
Support the corporate FP&A function for a private equity-backed services organization, supporting executive leadership with budgeting, forecasting, and financial planning during a critical transition period.
Partner closely with the VP of FP&A and business leaders to deliver monthly financial reporting, variance analysis, KPI dashboards, and actionable insights that drive operational and financial performance.
Own the annual operating plan, rolling forecasts, and long-range planning process while identifying risks, opportunities, and initiatives to improve forecast accuracy and business results.
Support strategic initiatives including M&A integration, value creation projects, and executive-level financial modeling to inform key business decisions.
Evaluate and enhance FP&A processes, reporting capabilities, and planning tools, implementing improvements that strengthen financial visibility and decision-making.
Serve as a trusted finance business partner across functional leaders, translating complex financial data into clear recommendations for executive and private equity stakeholders.
THE BACKGROUND THAT FITS
8+ years of progressive FP&A or corporate finance experience, ideally including prior success in an interim, consulting, or transformation-oriented role.
Experience supporting a large, PE-backed multi-site services, business services, or similarly operationally complex environment.
Strong ownership of budgeting, rolling forecasts, long-range planning, management reporting, and executive-level variance analysis.
Proven ability to partner with CFOs, senior executives, and operating leaders, translating financial and operational data into clear insights and actionable recommendations.
Advanced financial modeling and analytical skills, with experience evaluating investments, value-creation initiatives, acquisitions, and business performance drivers.
Track record of improving FP&A processes, reporting, KPI visibility, and forecast accuracy in organizations undergoing growth, integration, or change.
Hands-on, adaptable leadership style with the ability to quickly assess priorities, work independently, and deliver immediate impact with limited ramp-up time.
