Manager FP&A - Private Equity Advisory

Overview

This role supports a rapidly growing Private Equity practice, partnering with clients as a trusted advisor. You will apply first-hand experience and functional expertise to deliver integrated solutions that help portfolio companies address current operational and financial challenges while building foundations for future success.

As Private Equity increasingly focuses on operational enhancements to create value, this position helps portfolio support teams guide CFOs in building scalable accounting and finance functions aligned to the investment thesis.

Responsibilities

• Support development of FP&A processes at portfolio companies, aligning reporting cadences with production and S&OP cycles; connect plant-level KPIs to broader business drivers.
• Assist in building operating and cash flow models, including SKU/margin waterfalls, standard costing, labor absorption, and capex planning.
• Translate strategic plans into annual budgets and rolling forecasts; support monthly variance analysis and performance tracking.
• Contribute to design of dashboards and scorecards linking operational metrics (e.g., OEE, yield, throughput) to financial outcomes (e.g., revenue, margin, EBITDA).
• Help refine cost accounting processes including BOM/routing integrity, labor efficiency, overhead rates, and SKU/channel profitability.
• Participate in 13-week cash flow forecasting and support liquidity planning under various volume/mix scenarios.
• Collaborate with operations and finance teams to integrate demand, supply, and capacity plans into financial forecasts; assist in identifying working capital opportunities.
• Support business case development for capex initiatives and help implement governance and post-investment reviews.
• Work with data and systems teams to improve analytical tools (Excel, Power BI/Tableau).
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Build relationships across portfolio leadership and plant teams; contribute to project delivery and internal practice development.

Requirements

• 5+ years’ experience in FP&A, preferably in a Private Equity backed company.
• Proven ability to build trusted relationships and drive impact through cross-team collaboration.
• Experience conversing with Controller group and accounting teams, including fluent knowledge of the main elements and drivers of income statement, balance sheet, and statement of cash flow.
• Strong analytical and modeling skills, with significant experience building complex financial models for analysis and forecasting; able to summarize key data into executive dashboards.
• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint.
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream) is a plus.
• Manufacturing cost expertise, including standard costing, variance analysis (rate/volume/mix), absorption, PPV/commodity tracking (e.g., steel, resin, energy), and working-capital optimization.
• Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous learning mindset: openness to applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA/CA preferred).
• 3-6 years of experience in FP&A, corporate finance, or financial consulting, preferably within manufacturing, distribution, or industrial sectors.
• Strong understanding of cost structures, standard costing, and inventory accounting concepts.
• Proficiency with Excel and Power BI (experience with ERP and CPM tools is a plus).
• Excellent analytical, communication, and presentation skills; able to translate complex data into clear business insights.
• Consulting experience or exposure to private equity backed businesses is preferred.
• Willingness to travel up to 40%; travel varies based on client preferences.

Preferred Qualifications

• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream).
• Consulting experience or exposure to private equity backed businesses.
• MBA or CPA/CA.

Compensation & Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage.
• Flexible spending accounts.
• 401(k) with company matching.
• Generous parental and maternity leave policies.
• Technology stipends.
• Wellness reimbursement programs.

Location

• Travel required up to 40% (travel varies based on client preferences).

Equal Employment Opportunity (EEO)

The employer provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. The employer complies with federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression, or any other protected characteristic.