Financial Planning and Analysis Manager

Role Overview

The FP&A Manager will help build and scale a world-class FP&A function in a high-growth, private equity-backed environment. You will own core planning cycles (forecast, budget, long-range plan), deliver board- and executive-ready insights, and build scalable models and reporting that connect operational drivers to financial results across the income statement, balance sheet, and cash flow.

• Planning & performance management: A driver-based quarterly forecast, annual budget, and 3-year strategic plan with clear, decision-ready variance explanations and corrective actions.
• Executive/Board storytelling:
  Monthly reporting packages and board materials that are accurate, crisp, and insightful.
• Three-statement modeling at speed:
  You can build (and explain) models that tie operational drivers to P&L, balance sheet, and cash flow –including working capital, leverage, and covenant views.
• Systems & automation:
  Continued improvement in how data flows from Oracle Fusion ERP and EPM into analysis/reporting, with modern BI/AI models and automation that reduces manual work and improves trust in numbers.
• M&A support (as applicable):
  Financial diligence support, deal modeling, integration planning/metrics for acquired businesses.
• Perform other related duties as required and assigned.

• Lead the cadence for forecast, budget, and long-range plan; maintain standardized templates, assumptions, and version control.
• Own KPI reporting and variance analysis (revenue, COGS, opex, capex); identify drivers, tell the story, and partner with leaders on corrective actions.
• Build and maintain driver-based models and scenario analyses (pricing, volume, labor productivity, overhead absorption, capex returns, etc).
• Partner cross-functionally with Accounting, Operations, and departmental heads to ensure alignment between actuals, plans, and operational realities.
• Support strategic initiatives: investment cases, new market/branch or product initiatives, peer/industry comparisons, and other leadership requests.
• Create scalable reporting and analytics using Excel, Power Query, DAX, Power BI, SQL, AI, and Oracle ERP/EPM + operations platform data sources.
• Leverage AI responsibly to accelerate analysis (examples: variance narratives, anomaly detection, forecasting assistants, automated KPI pack generation) with appropriate controls and validation.
• Support acquisition integration efforts: planning, reporting, KPI definitions, and performance cadence.

• 5+ years of progressive FP&A / corporate finance or equivalent consulting experience (FP&A consulting, transaction advisory, PE-backed portfolio finance)
• Demonstrated ability to build and explain three-statement models quickly and accurately (GAAP grounding required).
• Advanced Excel skills (modeling, speed, structure, auditability) and strong PowerPoint / executive communication.
• Proven ability to deliver high-quality work under tight timelines with minimal oversight.
• Strong business partnering instincts: can influence leaders, challenge assumptions constructively, and drive decisions with data.

• CPA/CMA/MBA or equivalent “deep reps” in accounting/finance fundamentals.
• PE-backed environments, board/investor reporting cadence, M&A integration experience.
• Power BI (data modeling, DAX), Power Query, SQL; experience building semantic models and scalable reporting.
• Oracle Cloud Fusion ERP and EPM experience.

• High standards of accuracy and organization; you build models that others trust.
• You continuously improve tools, processes, and insights.
• Pragmatic, credible leader; you roll up your sleeves and elevate the team.
• Growth-oriented, collaborative, and committed to doing “Whatever it takes, safely!”

In alignment with Climate Pros’ values and applicable laws, we are committed to promoting pay transparency and equity. Compensation within the stated range will vary based on the candidate’s job-related knowledge, skills, and experience. Final offers will be tailored to the individual’s qualifications and potential contribution.