FP&A Senior

FP&A Senior

Alliance Markets & Vending SCOTTSDALE, Arizona, United States

About Alliance Markets & Vending

Alliance Markets & Vending (“AM&V” or “Alliance”) is a private-equity-backed platform building a best in-class national network of vending, micro market, and office coffee & pantry businesses. Alliance partners with founder-led operators who lead their local markets and combines platform resources, capital, and shared best practices to accelerate growth and serve customers ked by Shore Capital Partners and currently one of Shore’s fastest-growing portfolio companies, Alliance is scaling rapidly through an active M&A pipeline, integration of acquired businesses, and continued investment in technology, data, and people.

ABOUT SHORE CAPITAL PARTNERS: Shore Capital Partners is a Chicago- and Nashville-based microcap private equity firm focused on healthcare, food & beverage, business services, and industrial investments. With over $14 billion in assets under management and consistent recognition as a leading U.S. private equity firm by deal volume, Shore brings a world-class board, operating resources, and a network of 50+ portfolio companies and thousands of executives to support its platforms.

Alliance Markets & Vending sits within Shore’s food & beverage vertical.

Why Alliance:

• Great company culture!
• Unlimited PTO
• Comprehensive Medical, Dental and Vision Insurance

About the role

The Senior of Financial Planning & Analysis (FP&A) will play a vital role in Alliance's finance transformation initiative to enhance the insightfulness of reporting to Senior Leadership and streamline the budgeting and forecasting processes. This person will be responsible for providing ad hoc reporting to the CFO and private equity owners on a regular basis, facilitating development of the annual budget process, partnering with the business unit finance leaders, coordinating / writing executive reports for the Board of Directors and supporting Executive Leadership on potential M&A opportunities.

The individual will help drive analytics-based decision-making with a focus on leveraging PowerBI to help drive more science-based decision making. Position will also play a critical role in supporting Alliance's acquisition integrations. This position would be a great opportunity for a seasoned financial analyst to take his/her career to the next level.

The FP&A Senior will report directly to the Chief Financial Officer. This position will not have direct supervisory responsibilities. However, this person will coordinate with the operators and accounting managers at each of the Company's operating units and act as a liaison with the Company's internal and external stakeholders. This position is hybrid, which requires the person to be on-site at our Scottsdale, AZ office a few days per week.

What you'll do

• Actively involved in monthly management reporting responsibilities
• Own the annual budget, rolling forecast, and multi-year financial planning processes
• Build and maintain driver-based financial models, scenario analyses, and sensitivity analyses
• Partner with department leaders to align financial plans with operating and strategic priorities

Cross-Functional Partnership & Reporting

• Partner with the accounting team, the business unit operators, sales & marketing, and the CFO to improve budgeting and forecasting processes
• Provide financial analysis support for operations, including ad-hoc analysis for the private equity deal team, review of cost savings proposals and other business analysis
• Develop dashboards and executive-ready reporting that provide visibility into financial and operational performance

M&A & Treasury Support

• Assist the Vice President of M&A and CFO with financial due diligence and assessment of potential M&A targets
• Support M&A integrations
• Manage the company's 13-week cash flow model
• Assist with administration of various Treasury management responsibilities
• Prepare other ad hoc analyses, as needed

Qualifications

Education

• Bachelor's degree in finance, accounting, or a related field required
• MBA and/or CPA a plus (but not a requirement)

Experience

• 4-8+ years of progressive FP&A, corporate finance, consulting, or transaction-related experience
• Experience working at a PE-owned manufacturing or retail company preferred
• Experience working in FP&A and/or transaction advisory services preferred
• Demonstrated strong project management skills, including ability to prioritize, meet deadlines and follow through on completion of high-profile projects
• Experience with financial modeling preferred

Why This Role

• This is a high-visibility FP&A role offering the opportunity to:
• Partner closely with CFO and executive leadership team
• Influence strategic decisions and operational performance
• Build scalable FP&A infrastructure in a growth-oriented organization
• Develop a strong foundation for future senior finance leadership roles