Financial Planning and Analysis Manager

Reports To: Chief Financial Officer

What You'll Do

• Drive the budgeting and forecasting processes across multiple operating entities.
• Develop integrated financial models supporting strategic planning and forecasting.
• Prepare monthly reporting packages for the executive team and private equity sponsor.
• Partner with operational leaders to identify trends, opportunities, and risks affecting the business.
• Build dashboards and KPIs to improve visibility into company performance.

Executive & Private Equity Reporting

• Work closely with the private equity firm to prepare Board materials and reporting packages.
• Support ad hoc requests related to M&A and investor relations.
• Assist with lender reporting and covenant compliance.
• Provide financial insights that support executive decision-making.

Strategic Finance

• Support acquisition due diligence, financial modeling, and post-acquisition integration.
• Evaluate investment opportunities, capital projects, and strategic initiatives.
• Perform profitability analyses by business unit, geography, customer segment, and product line.
• Identify opportunities to improve margins, cash flow, and operational efficiency.

Business Partnership

• Work cross-functionally with Accounting, Operations, Sales, HR, and executive leadership.
• Translate financial data into actionable business recommendations.
• Help improve financial processes, reporting automation, and data integrity.
• Participate in special projects as the company continues to grow.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of experience in FP&A, corporate finance, investment banking, or PE-backed businesses.
• Advanced Excel and financial modeling skills.
• Strong analytical and problem-solving abilities with even stronger attention to detail.
• Ability to manage multiple priorities with excellent communication and presentation skills.

Preferred

• CFA and/or CPA.
• Experience in private equity-backed companies.
• Experience supporting mergers and acquisitions.
• Experience with business intelligence or reporting tools (Power BI, Tableau, or similar).
• Experience with ERP systems and financial reporting platforms.

What Success Looks Like

In this role, you will:

• Become a trusted advisor to the CFO and executive leadership team.
• Deliver timely, insightful reporting that improves business decisions.
• Build scalable FP&A processes that support rapid growth.
• Evaluate and integrate acquisitions.
• Provide financial analysis with a founder mentality that creates value across the organization.

This is a rare opportunity to help build a high-growth energy platform and to shape its finance function as it scales. You won't be one more analyst in a large corporate structure, you will be part of a lean team and play an integral part in how decisions are made. In part, you will help determine how the company grows, with a direct line to the CFO, executive team, and our private equity sponsor.

What makes this role different:

• A seat at the table:
  Contribute to decisions on acquisitions, capital allocation, and growth strategy.
• M&A from the front row:
  Play a hands-on role in evaluating, financing, and integrating acquisitions.
• Room to grow:
  As the platform scales, you will be positioned to take on greater responsibilities.
• Broad scope:
  Reach well beyond traditional FP&A into operations, strategy, and investor relations, building a versatile skill set that accelerates your career.
• Real impact:
  Work in an entrepreneurial culture where good ideas are heard, strong execution is rewarded, and your contributions are visible at the highest levels.

If you're looking for a role where you can develop new skillsets, accelerate your career, and build something alongside a company with ambitious expansion plans, we'd love to hear from you.