Financial Planning and Analysis Manager

FP&A Manager

Bergen County, NJ Growing Multi-Entity Field Services Organization $120K-$135K+ Bonus Onsite (5 Days per Week)

Our client is seeking an ambitious FP&A Manager who wants to do more than build reports and explain variances. This role offers the opportunity to work directly with executive leadership, influence strategic decision-making, and develop into a future finance leader within a rapidly growing organization.

Reporting to the Controller , you will own the budgeting, forecasting, financial modeling, and management reporting process across multiple operating companies. Most importantly, you'll help leadership understand the story behind the numbers and how labor, utilization, staffing, and project execution impact profitability.

This is an ideal opportunity for someone with a strong FP&A foundation who enjoys partnering with operations and wants to deepen their understanding of a labor-intensive, field-service business.

Why This Opportunity?

✅ Highly visible role with direct exposure to senior leadership

✅ Opportunity to become a strategic business partner

✅ Significant ownership of budgeting and forecasting processes

✅ Exposure to board reporting and executive presentations

✅ Involvement in acquisitions and post-acquisition integrations

✅ Career growth path into finance leadership

✅ Opportunity to influence business decisions, not just report on them

Planning, Budgeting & Forecasting

• Own the annual budgeting and forecasting process across multiple business units and operating companies.
• Develop and maintain complex financial models, operating forecasts, and cash flow projections.
• Monitor performance against budget, forecast, and prior year results.
• Identify key business drivers, risks, and opportunities and communicate recommendations to leadership.
• Incorporate workforce planning, utilization metrics, backlog analysis, and operational assumptions into financial forecasts.

Labor & Operational Analytics

• Analyze labor revenue, billable hours, labor rates, overtime, utilization, and workforce productivity.
• Evaluate labor costs and gross margins across branches, departments, business units, and projects.
• Develop models to align staffing requirements with business volume and future growth expectations.
• Identify operational inefficiencies and quantify their impact on profitability.
• Provide recommendations around pricing, staffing, project mix, and resource allocation.

Reporting & Business Intelligence

• Build and enhance executive dashboards, KPI reporting, and management reporting packages.
• Consolidate reporting across multiple operating companies.
• Develop meaningful operational and financial KPIs.
• Improve data integrity, reporting consistency, and overall reporting efficiency.
• Partner with leadership to ensure reporting supports strategic decision-making.

Executive & Board Reporting

• Prepare executive-level reporting packages and Board presentations.
• Deliver actionable insights that help leaders understand business performance.
• Translate financial and operational data into meaningful business recommendations.

Acquisitions & Strategic Growth

• Support acquisition analysis, financial modeling, and due diligence efforts.
• Assist with integrating acquired companies into budgeting, forecasting, and reporting processes.
• Help establish standardized KPIs and reporting frameworks across newly acquired businesses.

Cross-Functional Business Partnership

• Partner directly with operations, branch leadership, accounting, and executive management.
• Help non-financial managers understand how staffing, utilization, and operational decisions impact financial performance.
• Collaborate with Accounting during month-end close and financial review processes.
• Support strategic projects and ad hoc analyses.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, Business, or related field.
• 3-5+ years of FP&A, Financial Analysis, or Corporate Finance experience.
• Advanced Excel skills including:
• Financial Modeling
• Pivot Tables
• Complex Formulas
• Large Data Set Analysis
• Strong understanding of:
• Financial Statements
• Budgeting & Forecasting
• P&L Analysis
• Cash Flow Forecasting
• Variance Analysis
• Ability to extract meaningful insights from operational data.
• Strong communication and presentation skills.
• Ability to thrive in a fast-paced, entrepreneurial environment.