Financial Planning and Analysis Manager

Finance Manager, FP&A

Location: Washington, DC (Applicants must currently reside in the Washington DC region for consideration)

Industry: Educational Services Sector

Employment Type: Full-Time

Compensation: $120,000-$140,000

About the Company

TalentSource360 is once again conducting a search within the FP&A community for a Manager to join a private-equity backed client in the education sector. For this hire, we are seeking a Finance Manager who will lead FP&A for one of the company's premier business units.

This is a highly visible, hands-on role with ownership of the annual budget and ongoing budget management, plus responsibility for forecasting revenue and capital expenses. You'll be the primary finance partner to the business unit's leaders while also reporting into Corporate Finance, making sure the unit's plans, forecasts and results are accurate, consistent and tied to the company's overall financial goals.

This role suits a finance professional who likes working closely with operators, is comfortable in a PE-backed environment where things move fast and reporting standards are high, and wants room to grow as the business does.

Responsibilities

• Own the annual budgeting process for the business unit end to end: timeline, assumptions, models, stakeholder input and final submission to Corporate.
• Build and maintain detailed, driver-based budget models for revenue, headcount, operating expenses and capital spend.
• Manage the budget throughout the year: track performance, flag variances early, and work with budget owners on corrective actions.
• Set up and enforce budget accountability with department and program leaders, including spend approvals and cost controls.
• Lead monthly and quarterly revenue and expense forecasts, including rolling forecasts and full-year outlooks.
• Build revenue models based on the business's key drivers (e.g., enrollments, contracts, pricing, retention, program mix, seasonality).
• Forecast expenses, including staffing, program delivery costs and SG&A, and identify cost-saving and efficiency opportunities.
• Run scenario and sensitivity analysis to support growth plans, investment decisions and risk assessment.
• Act as the trusted finance advisor to business unit leaders, turning financial results into clear, actionable insights.
• Support strategic initiatives such as new program launches, market expansion, pricing decisions and investment cases with financial modeling and ROI analysis.
• Help define, track and report the KPIs that drive business unit performance.
• Serve as the link between the business unit and Corporate FP&A, keeping budgets, forecasts and actuals aligned with corporate standards and timelines.
• Prepare monthly management reporting packages, including budget-vs-actual and forecast-vs-actual variance analysis with clear commentary.
• Contribute to board, lender and private equity sponsor reporting, including EBITDA bridges and performance updates.
• Work with Accounting on month-end close, accruals and accurate results for the business unit.
• Improve FP&A processes, templates and tools so they scale with the business.
• Use FP&A and BI systems to automate reporting and improve data accuracy and turnaround time.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 5–8+ years of progressive experience in FP&A, corporate finance or a related role.
• Proven experience owning a full annual budgeting cycle and managing budgets throughout the year.
• Strong experience forecasting both revenue and expenses, ideally in a growing, multi-entity or multi-business-unit company.
• Advanced Excel and financial modeling skills (driver-based models, scenario analysis).
• Excellent communication skills, with the ability to explain financial results to non-finance leaders and influence decisions.
• Comfort with a matrixed, dual-reporting structure and competing priorities.
• Experience in a private equity–backed company, with exposure to sponsor and lender reporting.
• MBA, CPA or CFA (or progress toward one).
• Experience with FP&A and BI tools (e.g., Adaptive Insights, Anaplan, Planful, Power BI, Tableau) and ERP systems (e.g., NetSuite, Workday, Sage Intacct).