Manager - FP&A

Overview

This role involves leading FP&A and accounting consulting engagements for private equity portfolio companies. The work focuses on translating complex questions into data-driven analyses, improving forecasting and close processes, and presenting recommendations to key stakeholders.

Responsibilities

• Translate complex questions into data-driven analyses to support informed decision-making
• Structure and guide modeling efforts that drive strategic recommendations to key stakeholders
• Build and maintain collaborative relationships with teams across portfolio companies and private equity stakeholders
• Transform data into useful information tailored to leadership needs using Excel and other data visualization tools
• Develop executive-level presentations to communicate recommendations and achieve consensus

Specific workstreams

• Lead the budgeting process, including monthly forecasts, variance analyses, and explanations
• Lead preparation of monthly performance reports, financial analysis, and evaluation of historical trends
• Continuously improve the efficiency, accuracy, and timeliness of forecasting and close processes
• Provide business intelligence with financial results and key performance indicators to facilitate decisions
• Prepare and maintain daily/weekly/monthly operational efficiency reports
• Assist with process improvements, cost reduction, automation, and system upgrades
• Manage special projects and ad-hoc requests from senior management (e.g., cash flow forecasts, SKU/customer profitability, operational reporting)

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or any other quantitative field
• 5+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
• Advanced Excel skills with the ability to produce dynamic financial models
• Thorough understanding of financial statements and 3-statement modeling
• Strong communication skills and a sense of ownership and accountability

Preferred Qualifications

• CPA or CFA designations are a plus

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.