Financial Planning and Analysis Manager

Our client, a growing, private equity-backed global technology company is seeking an experienced Manager of Financial Planning & Analysis (FP&A) to join its finance leadership team. This is an excellent opportunity for a strategic finance professional who enjoys partnering with executive leadership, leading high-impact planning initiatives, and driving business performance through data-driven insights. This role reports to the Senior Director of FP&A and will oversee budgeting, forecasting, financial modeling, and business analysis while managing and mentoring an FP&A team. The ideal candidate is equally comfortable rolling up their sleeves in the details and presenting strategic recommendations to senior leadership. Compensation: $130k to $150k + bonus + comprehensive benefits package (medical, dental, vision, 401k, generous PTO) Location: This position offers hybrid work flexibility in Orange County, CA. Responsibilities Lead the annual budgeting process and monthly/quarterly forecasting cycles across multiple departments. Own consolidated P&L, Balance Sheet, and Cash Flow forecasting, delivering meaningful variance analysis and actionable recommendations. Develop and maintain sophisticated financial models supporting long-range planning, capital investments, customer profitability, and business growth initiatives. Partner cross-functionally with Sales, Operations, Manufacturing, Customer Success, and executive leadership to provide strategic financial guidance. Analyze revenue, gross margin, COGS, inventory, and operational performance to identify risks and opportunities. Build KPI dashboards and executive reporting that drive informed decision-making. Present financial results, forecasts, and strategic recommendations to executive leadership and private equity stakeholders. Lead, mentor, and develop an FP&A team while driving continuous improvements in reporting processes, systems, and automation. Requirements Bachelor's degree in Finance, Accounting, Economics, or related field (MBA and/or CPA preferred) 7+ years of progressive FP&A experience 3+ years of leadership or people management experience Strong background in budgeting, forecasting, financial modeling, and business partnering Experience analyzing revenue, gross margins, COGS, inventory, and operational performance Advanced Excel skills with strong financial modeling expertise ERP experience required; experience with Business Central/Navision is a plus Experience with Power BI, Tableau, or other BI tools is preferred Manufacturing or product-based industry experience strongly preferred Private equity or sponsor-backed company experience is highly desirable Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request. #J-18808-Ljbffr