Financial Planning & Analytics Manager

At A Glance

The Financial Planning & Analysis (FP&A) Manager is a senior finance leader responsible for driving the budgeting, forecasting, and financial modeling across Channel Partners. Reporting directly to the CFO, this individual serves as a strategic partner to the executive leadership team, translating financial data into actionable insights that guide operational decisions, M&A activity, and long‑range planning.

As Channel Partners continues to scale through organic growth and acquisitions, the FP&A Manager will play a critical role in building scalable financial infrastructure, supporting board‑level reporting, and ensuring the organization operates with full financial visibility across its field services portfolio.

USD $/Yr.

USD $/Yr.

• Competitive biweekly pay
• Health and wellness benefits plans
• Flexible vacation and holiday policies
• Technology allowance
• 401(k) with employer matching
• Referral bonus
• Tax savings with flexible spending accounts for parking, transit, dependents, and healthcare costs
• Opportunity to work with a growing company that actively rewards and promotes its employees

Financial Planning, Budgeting & Forecasting

• Own and manage the company's annual budgeting process, coordinating inputs from all functional leaders and vertical business units
• Maintain and continuously refine rolling 12‑month and multi‑year financial forecasts, providing updated views to the CFO and CEO on a cadenced basis
• Develop scenario models (base, upside, downside) to stress‑test business assumptions and support executive decision‑making under uncertainty
• Produce variance analyses comparing actuals to budget and forecast, with clear narrative explanations for key deviations

Management Reporting & Board Readiness

• Prepare monthly and quarterly management reporting packages for the CFO, CEO, and Board of Directors, including P&L summaries, KPI dashboards, and forward‑looking commentary
• Design and maintain board‑ready financial presentations that clearly communicate Channel Partners' financial performance, strategic initiatives, and risk posture
• Partner with the CFO to develop materials for investor, lender, and M&A financing audiences — including CP's family office and other capital partners
• Ensure all reporting is production‑quality: precise, well‑formatted, and audit‑ready

M&A Financial Support

• Lead financial due diligence work streams for acquisition targets, including quality of earnings analysis, revenue and cost normalization, and synergy modeling
• Develop pro forma financial models integrating acquisition targets into CP's consolidated financials
• Support post‑acquisition integration planning, including budget realignment, reporting unification, and performance tracking for acquired entities
• Coordinate with General Counsel, the CFO, and external advisors on deal‑related financial deliverables and investor presentations

Financial Systems & Data Infrastructure

• Own the FP&A technology stack, ensuring systems are fit‑for‑purpose as Channel Partners scales. Evaluate, implement, and optimize FP&A tools (e.g., Power BI, etc.) that integrate with Microsoft Business Central
• Reduce reliance on manual Excel workflows by building structured, automated financial models and reporting templates across the finance team
• Collaborate with IT and Shared Services to ensure data integrity, clean revenue recognition, and consistent reporting hierarchies across CP's operational systems
• Build and maintain a centralized financial data repository accessible to the CFO and senior leadership for real‑time decision‑making

Team Leadership & Development

• Define team workflows, deadlines, and quality standards for all deliverables, ensuring the finance function operates at an executive‑ready standard

What Success Looks Like

• Forecast accuracy: rolling forecast variance to actuals within defined tolerance thresholds
• Board reporting: all packages delivered on time and at board‑ready quality
• FP&A system adoption: reduction in manual Excel dependency; successful tool implementation milestones
• M&A support: timely and accurate financial deliverables for active deal processes

• Bachelor…