Financial Planning and Analysis Manager

Reports To: Chief Financial Officer What You'll Do Drive the budgeting and forecasting processes across multiple operating entities. Develop integrated financial models supporting strategic planning and forecasting. Prepare monthly reporting packages for the executive team and private equity sponsor. Partner with operational leaders to identify trends, opportunities, and risks affecting the business. Build dashboards and KPIs to improve visibility into company performance. Executive & Private Equity Reporting Work closely with the private equity firm to prepare Board materials and reporting packages. Support ad hoc requests related to M&A and investor relations. Assist with lender reporting and covenant compliance. Provide financial insights that support executive decision-making. Strategic Finance Support acquisition due diligence, financial modeling, and post-acquisition integration. Evaluate investment opportunities, capital projects, and strategic initiatives. Perform profitability analyses by business unit, geography, customer segment, and product line. Identify opportunities to improve margins, cash flow, and operational efficiency. Business Partnership Work cross-functionally with Accounting, Operations, Sales, HR, and executive leadership. Translate financial data into actionable business recommendations. Help improve financial processes, reporting automation, and data integrity. Participate in special projects as the company continues to grow. Qualifications Required Bachelor's degree in Finance, Accounting, Economics, or a related field. 4+ years of experience in FP&A, corporate finance, investment banking, or PE-backed businesses. Advanced Excel and financial modeling skills. Strong analytical and problem-solving abilities with even stronger attention to detail. Ability to manage multiple priorities with excellent communication and presentation skills. Preferred CFA and/or CPA. Experience in private equity-backed companies. Experience supporting mergers and acquisitions. Experience with business intelligence or reporting tools (Power BI, Tableau, or similar). Experience with ERP systems and financial reporting platforms. What Success Looks Like In this role, you will: Become a trusted advisor to the CFO and executive leadership team. Deliver timely, insightful reporting that improves business decisions. Build scalable FP&A processes that support rapid growth. Evaluate and integrate acquisitions. Provide financial analysis with a founder mentality that creates value across the organization. This is a rare opportunity to help build a high-growth energy platform and to shape its finance function as it scales. You won't be one more analyst in a large corporate structure, you will be part of a lean team and play an integral part in how decisions are made. In part, you will help determine how the company grows, with a direct line to the CFO, executive team, and our private equity sponsor. What makes this role different: A seat at the table: Contribute to decisions on acquisitions, capital allocation, and growth strategy. M&A from the front row: Play a hands-on role in evaluating, financing, and integrating acquisitions. Room to grow: As the platform scales, you will be positioned to take on greater responsibilities. Broad scope: Reach well beyond traditional FP&A into operations, strategy, and investor relations, building a versatile skill set that accelerates your career. Real impact: Work in an entrepreneurial culture where good ideas are heard, strong execution is rewarded, and your contributions are visible at the highest levels. If you're looking for a role where you can develop new skillsets, accelerate your career, and build something alongside a company with ambitious expansion plans, we'd love to hear from you. #J-18808-Ljbffr