Manager, Financial Planning & Analysis

Job Description

Job Description

Manager, Financial Planning & Analysis (FP&A)

High-Growth Acquisition-Oriented Private Equity Portfolio Company | Hands-On Builder

Location: Charlotte, Tampa, or Bridgewater, NJ
Reports to: CFO

Role Overview

The Manager of Financial Planning & Analysis (FP&A) will be a hands-on architect and operator of the company’s financial planning, forecasting, and analytical capabilities. This role is designed for a seasoned finance professional who thrives in fast-moving, imperfect environments and is energized by building scalable FP&A processes from the ground up.

Operating in a high-growth PE portco context, this leader will roll up their sleeves to design models, create forecasts, automate analysis, and deliver actionable insight—often with incomplete data and evolving business priorities. The role requires deep technical finance skills, strong public accounting roots, and demonstrated use of AI and advanced analytics to improve forecasting accuracy and business decision-making.

What You Will Build and Own

End-to-End FP&A Foundation

• Design, build, and own the company’s FP&A infrastructure, including budgeting, rolling forecasts, long-range planning, and management reporting.

• Develop driver-based, scalable financial models that evolve with rapid growth, new products, and changing business strategies.

• Establish disciplined forecasting and planning rhythms appropriate for a high-growth, private-company environment.

Hands-On Forecasting & Analysis

• Personally build and maintain forecasting models across revenue, cost structure, headcount, cash flow, and key operational drivers.

• Perform deep-dive analyses on business performance, unit economics, margins, and growth initiatives.

• Translate ambiguity into structured financial insight that leadership can act on quickly.

AI-Enabled & Advanced Analytics

• Apply AI, predictive analytics, and automation tools in forecasting and analysis workflows (e.g., predictive demand modeling, anomaly detection, forecast bias analysis, automated scenario modeling).

• Continuously improve forecast accuracy and speed through modern analytical techniques rather than manual processes.

• Partner with data, systems, and technology resources to integrate AI-enabled tools into FP&A processes—while remaining hands-on in execution.

Executive & Investor Support

• Build and deliver clear, concise financial narratives for executive leadership, including monthly performance reviews, forecasts, and scenario analyses.

• Support board reporting with data-driven insights, clear assumptions, and defensible forecasts.

• Act as a trusted thought partner to the CFO and leadership team during periods of rapid growth, change, or strategic decision-making.

Project Accounting

• Create this function and hire its first person.

• This area will be responsible for understanding project profitability, analysis across projects, and optimizing projects.

Accounting Integration & Financial Rigor

• Leverage public accounting experience to ensure tight linkage between FP&A outputs and GAAP results.

• Work closely with Accounting during close cycles to reconcile actuals, refine assumptions, and improve forecast quality.

• Maintain strong analytical discipline, documentation, and internal control awareness—even while moving fast.

Scale for What’s Next

• Build FP&A processes and models that can scale—anticipating future complexity, systems changes, and team growth.

• Identify opportunities to automate, simplify, and standardize as the business grows.

• Over time, help shape the roadmap for future FP&A hires and capabilities.

Required Experience & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.

• 10+ years of progressive finance experience, with significant hands-on FP&A responsibility.

• Public accounting experience required, with a strong preference for Big 4.

• Demonstrated success building financial models, forecasts, and planning processes in high-growth or changing environments.

• Direct, recent experience using Artificial Intelligence tools to support forecasting, planning, or financial analysis.

• An accountant’s mindset for checking totals and tying everything out along with an analyst’s mindset for easy to understand explanations for variances along with tight and detailed forecast results.

• Strong command of financial statements, GAAP, and the mechanics behind reported results.

• Advanced Excel and modeling skills; experience with modern FP&A tools, BI platforms, or data visualization preferred.

• Comfortable operating with limited structure and evolving requirements.

Preferred Background

• CPA.

• Experience with SalesForce and GoldFinch.

• Experience in a private, PE-backed, or founder-led growth company.

• Exposure to finance transformation, automation, or analytics modernization efforts.

Success Profile (What Separates Great from Good)

• Builder’s mindset: enjoys creating, iterating, and improving—not inheriting polished systems.

• Bias for action with high analytical rigor.

• Able to move between detailed modeling and executive-level storytelling.

• Comfortable challenging assumptions and influencing leaders with data.

• Energized by growth, change, and complexity.

Why This Role Is Different

This is not a “process manager” role in a mature FP&A organization. It is a hands-on, high-impact builder role where success is measured by:

• Better forecasts

• Faster insight

• Smarter decisions

• Scalable foundations for future growth

The right candidate will view ambiguity as opportunity and see FP&A as a strategic weapon—not just a reporting function.

EEOC Statement: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.