Job Description

Job Description

Job Description

Manager, Financial Planning & Analysis (FP&A)

Position Summary:

We’re looking for a highly analytical and strategic FP&A Manager to lead financial planning, reporting, and analysis across a dynamic portfolio of companies. This role is pivotal in consolidating performance data, driving insights, and supporting executive decision-making to unlock growth and operational efficiency.

The ideal candidate thrives in a fast-paced, multi-entity environment and brings hands-on experience in financial modeling, forecasting, and cross-functional collaboration.

Key Responsibilities:

• Lead Forecasting & Budgeting Cycles: Own the end-to-end planning process, including model development and efficient data aggregation across entities.
• Strategic Analysis & Modeling: Partner with leadership on ad hoc financial modeling and scenario analysis to support business decisions.
• Performance Reporting: Consolidate financial results and deliver actionable insights to senior leadership.
• Dashboard & KPI Development: Build and maintain models and dashboards to monitor performance across business units.
• Cross-Functional Collaboration: Work closely with accounting, operations, and business leaders to align financial reporting and planning.
• Long-Range Planning & ROI Analysis: Support strategic initiatives through robust financial projections and investment evaluations.
• Process Optimization: Enhance systems and workflows for financial data collection, reporting, and analysis.
• Policy & Control Alignment: Ensure consistent application of financial policies across all entities.
• Team Development: Mentor junior analysts and foster growth in financial acumen and reporting capabilities.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA preferred).
• 5+ years of progressive FP&A experience, including 2+ years in a multi-entity or multi-company environment.
• Advanced financial modeling, budgeting, and forecasting expertise.
• Proficiency in Excel and experience with financial systems/tools.
• Strong communication and presentation skills; able to influence cross-functional stakeholders.
• Exceptional attention to detail and organizational skills.
• Ability to manage competing priorities and meet tight deadlines.
• Treasury experience is a plus.
• Experience in private equity-backed, multi-portfolio, or holding company structures.
• Familiarity with intercompany transactions, eliminations, and financial consolidations.
• Proficiency in data visualization tools and dashboard reporting.

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