FP&A Manager:
Duties/Responsibilities:
• Financial Reporting & Analysis: Prepare monthly, quarterly, and annual financial reporting packages, including budget vs. actual, actual vs. forecast, variance analysis, and key business insights.
• Budgeting & Forecasting: Support the development of annual budgets and rolling forecasts, identify performance trends, and provide actionable insights to leadership.
• Cash Flow Planning: Own and maintain the 13-week cash flow model, closely monitor liquidity, and proactively communicate risks and opportunities.
• Business Partnership: Work cross-functionally with leaders throughout the organization to provide financial insights that support business decisions and strategic initiatives.
• Private Equity Partnership: Collaborate regularly with our PE partner on financial reporting, analysis, forecasting, and business performance.
• Process Improvement: Partner closely with the Controller and Accounting team to ensure financial operations, budgets, forecasts, and reporting remain aligned.
• Systems & Automation: Help lead the implementation and optimization of financial planning and reporting tools to automate and improve budgeting, forecasting, and reporting processes.
• Future Team Leadership: Begin as an individual contributor with the opportunity to help build and eventually lead the FP&A function as the organization grows.
Required Skills/Abilities:
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA required; MBA a plus.
• 5+ years of experience in FP&A, financial analysis, public accounting, or a related finance role.
• Public accounting experience is highly desirable.
• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and financial modeling.
• Advanced Excel skills and strong experience working with financial systems.
• Experience with NetSuite, Adaptive Planning, DataRails, and/or Solution 7 is highly valued.
• Experience implementing or improving FP&A systems and processes is a strong plus.
• Strong analytical and problem-solving skills with the ability to turn financial data into meaningful business insights.
• Ability to communicate financial concepts clearly to both financial and non-financial stakeholders.
• Comfortable working directly with senior executives and external stakeholders in a fast-paced environment.
• Leadership potential and interest in building and developing a team as the FP&A function grows.