Job Description

Our client is a Private Equity owned company that is in the service industry. This is a newly revised position within the company due to the continued growth and expansion of the business. Our client is looking for someone with a total of 7-10 years experience max. Wants an up and comer with already a proven track record of experience in the FP&A space. This is a stand alone role with the ability to hire and build the team beyond this point.

POSITION: Manager of FP&A (Financial Planning & Analysis)

The Manager of FP&A (Financial Planning & Analysis) position plays a critical role in driving growth and profitability objectives by leveraging financial data and delivering insightful analysis. This role requires expertise in analytics, financial reporting, and collaboration across departments to support leadership decision-making and the execution of strategic initiatives. Strong communication skills and a team-oriented mindset are essential for success in this position.

Key Responsibilities:

• Oversee the preparation and delivery of monthly and quarterly financial reports for internal management, private equity partners, and lenders.
• Analyze business performance, highlight key trends, and identify opportunities to strengthen operations and drive growth.
• Manage the annual budgeting process, monitor ongoing performance against budgeted targets, and provide insights into variances, trends, and business drivers.
• Serve as a key business partner to cross-functional teams, fostering collaboration to support unified decision-making.
• Design and maintain tools and frameworks for assessing growth opportunities and informing strategic initiatives.
• Identify and implement opportunities for efficiency improvements, process automation, and cost optimization.
• Contribute to efforts related to systems enhancements and implementations as a finance representative.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field; an MBA is a plus.
• Proven experience in financial planning and analysis, budgeting, and providing strategic decision-making support.
• Prior experience within a private equity-backed business environment is highly preferred .
• Strong analytical abilities, with demonstrated capability to turn complex financial data into actionable insights.
• Expertise in financial modeling, forecasting, and data analysis techniques.
• Advanced proficiency in Microsoft Excel and other financial analysis tools.
• Excellent collaboration skills, with an ability to communicate effectively across departments.
• Agility to adapt to a dynamic, fast-paced business environment.
• A genuine passion for driving business success and achieving organizational growth.

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