Senior Manager, Financial Planning & Analysis (FP&A)

Job Description

Job Description

Senior Manager, Financial Planning & Analysis (FP&A)

Compensation: $130,000–$150,000 Base Salary + 20% Bonus
Reports To: Chief Financial Officer
Industry: Multi-Unit / Private Equity-Backed Organization
Level: Senior Manager

Build the FP&A Function for a High-Growth, PE-Backed Organization

Our client, a rapidly growing private equity-backed, multi-unit organization , is seeking a Senior Manager, Financial Planning & Analysis (FP&A) to take ownership of its financial planning, forecasting, board reporting, strategic modeling, and performance analytics capabilities.

This is a newly created, highly visible position reporting directly to the CFO . As the organization continues to expand its geographic footprint and capital investment program, this individual will build the analytical infrastructure needed to support smarter operating and investment decisions.

This is not a role where financial modeling is delegated to a large team. We are looking for a hands-on FP&A leader who can personally build sophisticated financial models, analyze unit-level performance, prepare board and lender reporting, and translate financial results into actionable business recommendations.

What You'll OwnBoard & Investor Reporting

• Produce monthly board reporting packages , including unit-level P&Ls, EBITDA bridges, revenue tracking, marketing attribution, and forward-looking financial outlooks

• Prepare executive-level management commentary and meaningful variance analysis

• Maintain lender reporting packages and monitor debt coverage and fixed charge coverage ratio covenants

• Develop forward-looking covenant dashboards to identify potential issues early and support proactive lender communication

• Present complex financial information clearly and confidently to senior leadership, ownership, and lenders

Financial Planning & Forecasting

• Lead the annual operating plan, budgeting, and quarterly reforecasting processes

• Develop and maintain a rolling, integrated financial model connecting:

  • Unit/store growth

  • Headcount

  • Capital expenditures

  • Debt structure

  • EBITDA

  • Free cash flow

• Partner with functional leaders to ensure financial planning is integrated across the organization

• Develop scenario and sensitivity analyses to support strategic decisions

Multi-Unit Performance Analytics

• Own unit-level P&L analysis across the portfolio

• Identify performance outliers, trends, risks, and opportunities

• Partner with Operations to translate financial insights into actionable operating priorities

• Monitor new location ramp performance against underwriting assumptions

• Identify deviations from expected performance early and recommend corrective actions

• Develop market and portfolio-level performance analytics

Greenfield & Acquisition Modeling

• Build financial models for new locations, including:

  • Market sizing

  • Projected unit economics

  • Payback periods

  • Return on invested capital, ROIC

• Support acquisition opportunities through deal modeling, synergy analysis, and integration forecasting

• Conduct market-level financial research to support expansion and capital allocation decisions

• Evaluate competing investment opportunities to help determine where capital can generate the strongest returns

Cross-Functional Financial Support

• Provide financial modeling and analytical support for Operations, Marketing, and Human Resources

• Develop ROI and project-level return analyses for major business initiatives

• Partner with operational leaders to translate financial data into practical business decisions

• Communicate financial concepts effectively to both financial and non-financial stakeholders

Build the FP&A Infrastructure

A major component of this opportunity is creating a stronger, scalable FP&A infrastructure.

The organization currently operates with limited consolidated data pipelines. The Senior Manager, FP&A will help define and build connections across point-of-sale, payroll, ERP, and financial planning systems to establish a reliable single source of truth for financial reporting and analytics.

You will also own the FP&A technology stack , serving as the internal power user and primary owner of Vena , the company's financial planning and consolidation platform.

This requires someone who understands that sophisticated FP&A reporting depends not only on the front-end tool, but also on the underlying data architecture, integrations, configuration, and reporting logic .

Required Qualifications

• 5–8 years of progressive FP&A experience

• Meaningful experience within a private equity-backed organization

• Demonstrated hands-on financial modeling expertise

• Experience building and maintaining sophisticated integrated financial models

• Experience with budgeting, forecasting, variance analysis, and strategic planning

• Experience preparing board, investor, or executive-level financial reporting

• Covenant reporting and/or lender-facing FP&A experience

• Advanced Microsoft Excel skills

• Experience with Vena or a comparable financial planning and consolidation platform

• Ability and willingness to serve as the primary internal owner of the FP&A technology environment

• Strong analytical, problem-solving, and decision-making capabilities

• Excellent executive communication and presentation skills

• Ability to communicate complex financial information to non-financial stakeholders

Highly Preferred Experience

Experience within a multi-unit operating environment is strongly preferred, particularly within:

Franchise • Retail • Restaurants • Consumer Services • Multi-Location Service Businesses

Experience supporting greenfield expansion, acquisitions, new-unit economics, capital allocation, or M&A modeling is also highly desirable.

Who Will Stand Out?

The strongest candidates will bring a combination of:

Private Equity-Backed FP&A + Multi-Unit Operations + Hands-On Financial Modeling + Board Reporting + Lender/Covenant Reporting + Vena + Strategic Finance

You should be comfortable moving between detailed Excel modeling and executive-level communication. One day may involve analyzing individual location P&Ls and building an acquisition model, while another may involve preparing the CFO for a board meeting or evaluating the financial return of a new market expansion.

Most importantly, we are looking for someone who can build , not simply maintain, an established FP&A process.

Make an Impact

This is an opportunity to step into a newly created role with direct CFO exposure and help shape the FP&A function of a growing, private equity-backed organization.

If you are a hands-on FP&A leader who enjoys building financial infrastructure, analyzing multi-unit performance, modeling growth opportunities, and turning complex financial data into strategic business decisions , we want to hear from you.

Apply today to help build the financial planning and analytics capabilities that will support the organization's next stage of growth.