Financial Planning and Analysis Manager

Financial Planning And Analysis ManagerRaleigh, NC, US Hybrid Vaco $USD 115000 - 130000 Direct HireAbout The RoleA private equity-backed, multi-location services organization is seeking an FP&A Manager or Senior Financial Analyst to join its finance team. This role will be responsible for corporate budgeting, forecasting, financial modeling, KPI development, variance analysis, and executive reporting.Reporting to the Director of FP&A, this individual will play a critical role in helping leadership make data-driven decisions by delivering meaningful financial insights, improving reporting capabilities, and partnering with operational leaders throughout the organization.The ideal candidate is analytical, self-motivated, highly collaborative, and comfortable operating in a fast-paced environment where curiosity and problem-solving are highly valued.Key ResponsibilitiesFinancial Planning & AnalysisSupport and enhance budgeting, forecasting, and financial modeling processesAnalyze trends across revenue, operating expenses, cost of sales, capital expenditures, and key performance indicatorsMonitor business performance and identify drivers behind variances to budget, forecast, and prior periodsDevelop financial models and analyses to support strategic initiatives and decision-makingAssist with monthly and quarterly forecasting cyclesReporting & Executive InsightsPrepare monthly and quarterly management reporting packagesDevelop meaningful KPI dashboards and performance metricsSupport preparation of executive leadership and board presentation materialsDeliver actionable recommendations and insights based on financial and operational resultsBusiness Intelligence & AnalyticsDevelop and maintain dashboards, reports, and analytics toolsUtilize Power BI or similar business intelligence platforms to improve reporting and visibilityAnalyze complex financial and operational data sets to identify opportunities and risksImprove reporting processes and data accessibility across the organizationBusiness PartnershipPartner with operational and departmental leaders to provide financial guidance and supportAssist business leaders in understanding financial performance and decision-making impactsSupport strategic planning and operational improvement initiativesProcess ImprovementEvaluate existing processes and identify opportunities to improve efficiency and reporting accuracySupport ongoing enhancement of planning, forecasting, and reporting toolsHelp establish scalable reporting processes and best practices across the organizationQualificationsRequiredBachelor's degree in Finance, Accounting, Economics, or related field3 years of FP&A, financial analysis, or corporate finance experienceStrong financial modeling, budgeting, and forecasting experienceAdvanced Microsoft Excel and PowerPoint skillsStrong understanding of financial statements, including P&L, Balance Sheet, and Cash FlowExcellent analytical, organizational, and communication skillsAbility to work independently while managing multiple prioritiesPreferredExperience with Power BI or other business intelligence toolsExperience with NetSuite or similar ERP systemsExperience within a private equity-backed organizationExperience supporting multi-location or operationally complex businessesExperience preparing executive-level reporting and presentationsRole HighlightsHybrid schedule with flexibility in the North Raleigh/Wake Forest areaHigh-visibility FP&A role with direct exposure to senior leadershipOwnership of budgeting, forecasting, variance analysis, and financial modelingSignificant business partnering opportunities with operational leadersOpportunity to influence decision-making through data and analyticsStrong emphasis on process improvement, financial reporting, and KPI developmentOpen to candidates at either the Senior Financial Analyst or FP&A Manager level, depending on experienceIdeal BackgroundsSenior Financial Analyst ready for broader ownership and visibilityFP&A Manager seeking a hands-on role with strategic impactFinance professionals with strong budgeting, forecasting, and reporting experienceCandidates with experience supporting multi-location, operationally complex, or private equity-backed businessesIndividuals who enjoy digging into business drivers, solving problems, and turning data into actionable insights