Financial Planning and Analysis Manager

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 :