Manager of Financial Planning & Analysis

Position Overview The Manager of Financial Planning and Analysis (FP&A) plays a critical role in driving financial visibility, forecasting accuracy, and operational performance in a private equity-backed (PE), project-based construction environment. This role partners closely with operations, project management, and executive leadership to deliver actionable insights on project profitability, cash flow, and overall business performance. The ideal candidate brings strong financial discipline, experience in WIP (work-in-progress) accounting, and a deep understanding of the construction/project lifecycle. The annual salary range for this role is between $130,000 - $150,000 annually, commensurate on relevant education, related experience, and other factors. This position is bonus eligible. Key Responsibilities Financial Planning & Forecasting Lead the annual budgeting process and rolling forecasts, with a focus on project-level revenue, margin, and cash flow Develop detailed models incorporating backlog, pipeline conversion, and project timelines Maintain and enhance long-range planning models aligned with PE value creation goals Project & Operational Finance Partner with operations leaders to monitor: Job cost performance Gross margin by project Change orders and cost overruns Analyze and report on WIP schedules Drive accountability around project forecasts and margin realization Reporting & Analysis Support delivery of monthly financial packages to executives and PE sponsors, including: Variance analysis (actual vs. budget/forecast) Project profitability dashboards Backlog and pipeline reporting Provide insights into key drivers: labor productivity, material costs, etc. Cash Flow & Liquidity Management Develop and monitor cash flow forecasts Support working capital optimization Private Equity & Strategic Support Support PE sponsor reporting, board materials, and lender reporting Contribute to value creation initiatives, including margin expansion and cost optimization Assist with M&A analysis and integration planning Process Improvement Enhance FP&A processes, tools, and reporting (e.g., models, dashboards) Improve data integrity across ERP/other internal systems Drive standardization of reporting across projects and business units Required Qualifications Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred) 7–12+ years of experience in FP&A, corporate finance, or construction finance Experience in construction, engineering, or project-based industries Strong knowledge of: Percentage-of-completion accounting WIP reporting Job costing and backlog analysis Advanced financial modeling skills (Excel-heavy environment) Experience with ERP/project systems (e.g., Viewpoint Vista, Sage, Procore) Background in a high-growth or private equity-backed company preferred Key Attributes Highly analytical with strong business judgment Strong business partnering with operations and field leadership Ability to translate project-level data into executive insights Analytical rigor with strong attention to detail Ability to operate in a fast-paced, deadline-driven environment Physical Requirements: Requires prolonged sitting, standing, some bending, stooping, and stretching. Requires manual dexterity and eye-hand coordination for data input. Consistent, reliable, and timely attendance Maintain a clear drug and alcohol screening protocol. Travel Requirements: As needed; approximately 25%. Management has the right to revise this description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason as outlined in the employee manual or other written agreement. An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. #J-18808-Ljbffr