Manager - FP&A

Overview

A consulting firm specializing in FP&A and accounting services for private equity portfolio companies is seeking a Manager to provide solutions to complex financial and operational challenges. This role involves working closely with experienced professionals to deploy financial planning and analysis (FP&A) and accounting solutions that enhance processes and improve bottom-line results.

Responsibilities

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

Specific Workstreams

• Lead budgeting processes, prepare monthly forecasts, and create variance analyses with explanations.
• Lead preparation of monthly performance reports, financial analyses, and evaluation of historical trends.
• Continuously improve the efficiency, accuracy, and timeliness of forecasting and financial close processes.
• Provide business intelligence through financial results and key performance indicators to facilitate decision-making.
• Prepare and maintain operational efficiency reports on a daily, weekly, and monthly basis.
• Assist in process improvements, cost reduction initiatives, automation, and system upgrades.
• Manage special projects and ad-hoc requests from senior management, such as cash flow forecasts, SKU/customer profitability analyses, and operational reporting.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
• Minimum of 5 years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting.
• Advanced proficiency in Excel with the ability to build dynamic financial models.
• Strong understanding of financial statements and three-statement modeling.
• CPA or CFA designation is a plus.
• Demonstrated sense of ownership and accountability.
• Excellent communication skills.

Location

Details regarding the work location were not specified.