Financial Planning and Analysis Manager
Job in
Wake Forest, Wake County, North Carolina, 27588, USA
Listed on 2026-08-18
Listing for:
StevenDouglas
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Reporting, Financial Analyst, Financial Manager
Job Description & How to Apply Below
Work Arrangement: Hybrid — Tuesday & Wednesday in office
Join a rapidly growing, private equity-backed leader in the portable moving and storage industry. This high-visibility FP&A role partners closely with the CFO, executive leadership, and operational teams to drive forecasting, financial modeling, performance analysis, and strategic decision-making. This is an opportunity to join a lean FP&A team and help shape the function while positioning yourself for future FP&A leadership.
Key Responsibilities- Lead budgeting, forecasting, and financial modeling processes.
- Analyze business unit and market-level performance, providing actionable insights to leadership.
- Develop models to evaluate pricing, market expansion, capital investments, and strategic initiatives.
- Partner with Operations and Sales to analyze costs, volume, mix, and profitability.
- Prepare reporting and presentations for executive leadership, the Board, and private equity sponsor.
- Identify opportunities to automate reporting and improve self-service analytics.
- Partner closely with Accounting to connect financial results with forecasts and budgets.
- 5+ years of experience in FP&A, corporate finance, investment banking, or a comparable analytical role.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Advanced Excel and financial modeling skills.
- Strong understanding of financial statements and ability to translate data into business insights.
- Experience with BI tools such as Power BI or Tableau.
- Strong communication skills and confidence presenting to senior leadership.
- Experience partnering directly with non-finance leaders.
- Familiarity with ERP and financial systems.
- High Visibility: Direct exposure to the CFO, executive leadership, and operational teams.
- Build the Function: Help evolve and professionalize a growing FP&A organization.
- Career Growth: Clear path toward the #1 FP&A leadership position.
- Strategic Focus: Spend your time on forecasting, modeling, and business guidance—not just historical reporting.
- Strong Foundation: Established Net Suite environment, financial models, and budgeting processes.
- Collaborative Culture: Lean, non-hierarchical team with strong mentorship and cross-functional exposure.
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