Financial Planning and Analysis Manager

FP&A Manager

Location - North Raleigh

A private equity-backed, multi-location services organization is seeking an FP&A Manager or Senior Financial Analyst to join its finance team. This role will be responsible for corporate budgeting, forecasting, financial modeling, KPI development, variance analysis, and executive reporting.

Reporting to the Director of FP&A, this individual will play a critical role in helping leadership make data-driven decisions by delivering meaningful financial insights, improving reporting capabilities, and partnering with operational leaders throughout the organization.

The ideal candidate is analytical, self-motivated, highly collaborative, and comfortable operating in a fast-paced environment where curiosity and problem-solving are highly valued.

• Support and enhance budgeting, forecasting, and financial modeling processes
• Analyze trends across revenue, operating expenses, cost of sales, capital expenditures, and key performance indicators
• Monitor business performance and identify drivers behind variances to budget, forecast, and prior periods
• Develop financial models and analyses to support strategic initiatives and decision-making
• Assist with monthly and quarterly forecasting cycles

• Prepare monthly and quarterly management reporting packages
• Develop meaningful KPI dashboards and performance metrics
• Support preparation of executive leadership and board presentation materials
• Deliver actionable recommendations and insights based on financial and operational results

• Develop and maintain dashboards, reports, and analytics tools
• Utilize Power BI or similar business intelligence platforms to improve reporting and visibility
• Analyze complex financial and operational data sets to identify opportunities and risks
• Improve reporting processes and data accessibility across the organization

• Partner with operational and departmental leaders to provide financial guidance and support
• Assist business leaders in understanding financial performance and decision-making impacts
• Support strategic planning and operational improvement initiatives

• Evaluate existing processes and identify opportunities to improve efficiency and reporting accuracy
• Support ongoing enhancement of planning, forecasting, and reporting tools
• Help establish scalable reporting processes and best practices across the organization

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3+ years of FP&A, financial analysis, or corporate finance experience
• Strong financial modeling, budgeting, and forecasting experience
• Advanced Microsoft Excel and PowerPoint skills
• Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow
• Excellent analytical, organizational, and communication skills
• Ability to work independently while managing multiple priorities

• Experience with Power BI or other business intelligence tools
• Experience with Net Suite or similar ERP systems
• Experience with in a private equity-backed organization
• Experience supporting multi-location or operationally complex businesses
• Experience preparing executive-level reporting and presentations

• Hybrid schedule with flexibility in the North Raleigh/Wake Forest area
• High-visibility FP&A role with direct exposure to senior leadership
• Ownership of budgeting, forecasting, variance analysis, and financial modeling
• Significant business partnering opportunities with operational leaders
• Opportunity to influence decision-making through data and analytics
• Strong emphasis on process improvement, financial reporting, and KPI development
• Open to candidates at either the Senior Financial Analyst or FP&A Manager level, depending on experience

• Senior Financial Analyst ready for broader ownership and visibility
• FP&A Manager seeking a hands-on role with strategic impact
• Finance professionals with strong budgeting, forecasting, and reporting experience
• Candidates with experience supporting multi-location, operationally complex, or private equity-backed…