FP&A Manager

Job Description

Job Description

Description:

Primary Responsibilities:

• Cleanse, consolidate, and analyze data to generate actionable insights
• Prepare weekly flash and 13-week cash flow forecast
• Deliver monthly and quarterly performance reporting, including variance analysis
• Draft Management, Discussion & Analysis to inform and support executive discussions
• Track and validate key performance indicators (KPIs)
• Support divisional performance reviews by proactively identifying trends, conducting root cause analysis, and recommending areas for improvement
• Prepare materials for quarterly Board meetings and senior leadership presentations
• Lead the development of the annual budget, including building a full three-statement model
• Design and collaborate with the IT department to automate reporting in Power BI
• Conduct data analytics and financial modeling to support service line launches, strategic hires, M&A, and other growth initiatives
• Ensure accuracy, clarity and timeliness in all deliverables
• Perform ad-hoc analysis, support cross-functional teams, and other duties as assigned

Unique Attributes:

• PE-backed company
• Fast-paced, small-team setting
• Reports directly to the Chief Financial Officer
• Highly visible and critical role
• Key contributor to strategic initiatives, operational improvements, and M&A
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment

Required Qualifications:

• Bachelor's degree in accounting, finance, economics or related field
• 4-6 years of experience in FP&A, accounting, or transaction advisory services
• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)
• Superior attention to detail
• Excellent communication, written and verbal, and analytical skills
• Skilled at translating complex financial and operational data into concise takeaways
• Strong organizational skills, desire to learn and ability to multi-task
• Mature and professional candidate with a strong work ethic

Preferred Qualifications:

• Prior experience working in a PE-backed environment and/or professional services firm
• Comfortable working with large, complex dataset (e.g. SQL)
• Experience with data transformation tools (e.g. Power Queries, Alteryx)
• Proficient with BI tools (e.g. PowerBI, Tableau)