Manager of Financial Planning & Analytics

$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5–8 years of experience in FP&A, corporate finance, transaction advisory, or investment banking, including 3 years in a project-based business
  • Experience with WIP accounting, job costing, and percentage-of-completion revenue recognition
  • Familiarity with project scheduling tools and Gantt chart planning
  • Ability to translate operational timelines into financial forecasts
  • Bachelor’s degree in Finance, Accounting, or related field; MBA/CPA a plus
  • Advanced proficiency in financial modeling and data tools (Excel, Power BI, SQL)
  • Strong understanding of consolidated financial statements and demonstrated ownership in fast-paced environments

Responsibilities

  • Lead company-wide budgeting and forecasting processes with project-level drivers
  • Engage in WIP reporting and analysis, including job cost tracking and revenue recognition
  • Monitor WIP aging and resolve issues with at-risk jobs
  • Align financial forecasts with Gantt chart schedules and field execution
  • Oversee monthly financial reporting and variance analysis
  • Coordinate with Accounting for month-end close activities
  • Develop reporting metrics to enhance revenue visibility and cash flow
  • Drive automation and improve FP&A processes, integrating project management systems

Benefits

  • Competitive salary and performance-based bonuses
  • Purpose-driven work environment emphasizing efficient work
  • Flexible dress code with casual workdays
  • People-focused culture encouraging experimentation and growth
  • Access to modern productivity tools
  • Comprehensive health, dental, and vision coverage
  • 401(k) plan participation with company match
  • Company-paid life insurance policy
Full Job Description
The Opportunity

The Install Manager of FP&A is a critical finance leadership role responsible for driving enterprise-wide financial planning, forecasting, reporting, and performance analysis across the business. This individual will partner closely with operations to translate project activity, including Work-in-Progress (WIP), job costing, and Gantt-based project timelines, into accurate financial insights and forward-looking forecasts.

 

This role is highly visible within the organization and plays a key part in supporting a PE-backed growth strategy, including M&A integration, margin expansion, and operational efficiency initiatives.

 

The ideal candidate thrives in a fast-paced, evolving environment and brings a balance of technical finance expertise, strong business partnership, and process improvement mindset. This role will establish foundational FP&A infrastructure where formal processes are nascent.

Key Responsibilities
  • Lead company-wide budgeting and forecasting processes, incorporating project-level drivers such as backlog, pipeline conversion, labor capacity, and installation timelines

  • Heavily engaged in WIP reporting and analysis, including job cost tracking, percent-complete revenue recognition, margin fade/gain identification, and project profitability

  • Monitor WIP aging, flag stale or at-risk jobs, and drive resolution of open items

  • Partner with operations and project management teams to align financial forecasts with Gantt chart schedules, milestone progress, and field execution realities

  • Oversee monthly financial reporting, including variance analysis of actual vs. budgeted performance across both corporate functions and project-based operations

  • Coordinate with Accounting on month-end close activities: accruals, revenue recognition, unbilled receivables, and billings-in-excess

  • Develop and maintain reporting around backlog, bookings, burn rate, and project lifecycle metrics to improve visibility into revenue timing and cash flow

  • Drive automation and process improvements within FP&A, particularly around integration of project management systems (e.g., scheduling tools, job costing systems) into financial reporting

What You Bring to the Table
  • 5–8 years of experience in FP&A, corporate finance, transaction advisory, or investment banking, with at least 3 years supporting a project-based business

  • Experience with WIP accounting, job costing, and percentage-of-completion revenue recognition

  • Familiarity with project scheduling tools and Gantt chart-based planning

  • Ability to translate operational timelines into financial forecasts

  • Bachelor’s degree in Finance, Accounting, or related field; MBA/CPA a plus

  • Advanced proficiency in financial modeling and data tools (Excel, Power BI, SQL); experience integrating operational/project data into financial reporting is a strong plus

  • Strong understanding of consolidated financial statements, including P&L, balance sheet, and cash flow

  • Demonstrated ability to operate with a high degree of ownership and urgency in a fast-paced, evolving environment

  • Proven ability to manage cross-functional initiatives and partner effectively with operations, project management, and executive leadership

What Will Make You Stand Out?

  • You have an MBA, CPA, or another advanced degree or certification in Finance, Accounting, or a related discipline.
  • You have experience working in a private equity-backed environment with exposure to scaling operations, integrations, and more advanced reporting expectations.
  • You have a background supporting a multi-location, field service, construction, or operationally complex business.
  • You have prior involvement in financial systems improvements, reporting automation, or building new FP&A processes and dashboards. 
Beyond the Paycheck

At Encore, we’re all about creating a culture where success is celebrated. We recognize that our work makes people’s lives safer, and we reward those who contribute to our growth. Here’s what you can expect: 

 

  • Competitive Salary: Compensation commensurate with your experience, with the opportunity to earn performance-based bonuses tied to your personal effectiveness and contributions to the team.  
  • Purpose-Driven Work Environment: We believe in working smarter, not harder. You’ll be part of a culture that values results, and we empower our team to focus on impactful work.  
  • Flexible Dress Code: Upon joining, you’ll receive branded Encore swag, and we believe in dressing for the objective, not the occasion. Most days, you can enjoy a casual work environment, but we’ll dress up when the situation calls for it.  
  • People-Focused Culture: We know our greatest strength is our people. That’s why we’ve built a culture that encourages experimentation, learning, and improving together. You’ll have the space to share your ideas and help shape a company that is constantly growing.  
  • Tools for Success: Access to leading-edge web-based productivity tools.  
  • Health and Wellness: Comprehensive medical, dental, and vision coverage to keep you and your family healthy.  
  • Retirement Planning: Participation in our Fidelity 401(k) plan with a company match, helping you save for your future.  
  • Life Insurance: Company-paid life insurance policy of $50,000 to give you peace of mind. 

Similar Jobs

More Jobs at

More Finance & Insurance Jobs

Find similar Manager of Financial Planning & Analytics jobs: