Senior Manager Financial Planning Analysis
Listed on 2026-09-15
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Finance & Banking
Corporate Finance, Financial Analyst, Financial Reporting, Financial Manager
A rapidly growing, private equity-backed, multi-site organization is seeking a strategic and hands-on Senior Manager, FP&A to join its finance leadership team. This is a high-impact opportunity with an established business that operates through a broad network of locations and serves a diverse base of professional customers across residential, commercial, industrial, and infrastructure-related markets.
The organization is continuing to grow through a combination of organic expansion and acquisitions, creating an excellent opportunity for a finance leader who enjoys building scalable processes, improving reporting, and partnering closely with executive leadership and investors. The Senior Manager, FP&A will play a key role in enterprise planning, performance management, financial modeling, board and sponsor reporting, and strategic decision support.
Position Overview:The Senior Manager, FP&A will lead enterprise-wide analysis, forecasting, reporting, financial modeling, process improvement, and finance transformation initiatives. This role blends strategic visibility with hands-on ownership and will work closely with senior executives, business-unit leaders, and private equity stakeholders.
The ideal candidate is highly analytical, commercially minded, and comfortable working in a fast-paced, evolving environment. This individual should be able to translate complex financial data into clear insights, recommendations, and actionable business decisions.
Key Responsibilities:- Own enterprise performance reporting across the income statement, balance sheet, and cash flow statement for executive leadership, board, and sponsor audiences.
- Lead the annual operating plan, quarterly forecasting process, and long-range planning cycle, including development of planning assumptions, models, outputs, and presentations.
- Partner cross-functionally with operational and functional leaders to validate, document, and challenge planning assumptions, including macroeconomic, market, volume, pricing, margin, labor, and other operating drivers.
- Conduct detailed variance analysis and KPI reporting, comparing actual results to budget, forecast, prior-year performance, and strategic targets.
- Build and maintain financial models, investment cases, scenario analyses, and "what-if" modeling to support strategic decisions and capital allocation.
- Support covenant-compliance analysis, including EBITDA adjustments, leverage calculations, lender reporting, and debt-related analysis.
- Own and enhance private equity sponsor reporting packages and participate in direct interactions with sponsor stakeholders.
- Prepare and present executive-level financial reporting, performance insights, and recommendations to senior leadership.
- Identify and lead opportunities to improve FP&A reporting, planning processes, automation, data quality, and financial systems.
- Support acquisition integration, business transformation, and other enterprise-level finance initiatives as needed.
- Bachelors degree in Finance, Accounting, Economics, Business, or a related field.
- 6+ years of progressive experience in FP&A, corporate finance, strategic finance, financial analysis, investment banking, consulting, or a related analytical role.
- Experience developing consolidated executive, board, and leadership reporting across multiple business units, regions, legal entities, or operating locations.
- Strong financial modeling skills, including driver-based forecasting, three-statement modeling, scenario analysis, business cases, and long-range planning.
- Demonstrated knowledge of financial statements beyond the P&L, including balance-sheet and cash-flow mechanics.
- Experience with a financial consolidation, planning, or reporting platform such as One Stream, Hyperion, Longview, Anaplan, Adaptive Planning, or a comparable system.
- Advanced Microsoft Excel skills.
- Strong communication and presentation skills, with the ability to explain complex financial concepts to operational and executive audiences.
- Ability to lead cross-functional initiatives and influence stakeholders without direct authority.
- Masters degree in Business Administration, Finance, Economics, Accounting, or a related discipline.
- Experience supporting a private equity-backed organization, including sponsor reporting, lender reporting, covenant compliance, leverage analysis, or transaction-related work.
- Background in investment banking, transaction advisory, strategy consulting, corporate development, or…
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