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Financial Planning and Analysis; FP&A Manager

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Bernau Capital Partners
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst, Financial Manager, Financial Reporting
Salary/Wage Range or Industry Benchmark: 100000 - 130000 USD Yearly USD 100000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning and Analysis (FP&A) Manager

Job Title:

Financial Planning and Analysis Manager Position Overview

A highly analytical FP&A Manager to lead financial planning, business performance analysis, and mergers and acquisitions support across the organization. This role will partner closely with executive leadership, operations, and business unit leaders to drive financial strategy, evaluate investment opportunities, and support critical decision‑making. The ideal candidate combines strong FP&A fundamentals with hands‑on M&A experience, including financial modeling, due diligence, valuation analysis, and post‑acquisition integration support.

Primary

Duties and Responsibilities
  • Lead annual budgeting, quarterly forecasting, and long‑range financial planning processes.
  • Develop and maintain complex financial models to support strategic initiatives and executive decision‑making.
  • Analyze company performance, KPIs, margins, cash flow, and operational trends to identify risks and opportunities.
  • Deliver actionable insights and recommendations to senior leadership and department heads.
  • Support board materials, investor presentations, and executive reporting packages.
  • Partner cross‑functionally with operations, sales, and accounting teams to improve financial visibility and business performance.
  • Drive process improvements and automation across FP&A workflows and reporting.
  • Support the preparation and presentation of monthly financial statements, contribute to the annual budgeting process, and support continuous improvement initiatives.
  • Solid knowledge of accounting principles, financial reporting practices, and internal control standards.
  • Ability to review reconciliations and financial statements with a high degree of accuracy and attention to detail.
  • Ensure the integrity, accuracy, and validity of the information being reported.
Mergers & Acquisitions
  • Support end‑to‑end M&A activities including target screening, valuation, financial modeling, due diligence, and integration planning.
  • Build acquisition and scenario models including accretion/dilution, DCF, LBO, and synergy analysis.
  • Coordinate due diligence efforts across finance, legal, HR, tax, and operational teams.
  • Evaluate strategic investments, partnerships, and capital allocation opportunities.
  • Prepare investment committee and executive level presentations for acquisition opportunities.
  • Assist with post‑merger integration tracking, synergy realization, and performance reporting.
Requirements and Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field required.
  • MBA, CPA, or CFA preferred.
  • 5+ years of progressive experience in FP&A, corporate finance, investment banking, or related financial roles.
  • Strong M&A transaction experience including financial due diligence and valuation analysis.
  • Advanced business intelligence technical skills, including Power BI.
  • Excellent communication and presentation skills with the ability to influence senior stakeholders.
  • Ability to manage multiple concurrent priorities in a fast‑paced, transaction‑oriented environment.
  • Comfortable operating in an entrepreneurial, high‑growth organization with evolving priorities.
  • Solid knowledge of accounting principles, financial reporting practices, and internal control standards.
Benefits
  • Competitive salary and performance‑based bonus
  • Health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Professional development opportunities
  • Flexible work environment
  • Reward and Recognition Programs
AAP/EEO Statement

It is the policy of Arona Home Essentials to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation, gender identity, veteran status, or any other protected class by federal, state, or local laws. The Company prohibits and will not tolerate any discrimination or harassment.

The above statements are intended to describe the general nature and level of work performed by employees assigned to this classification. The statements are not intended to be an exclusive list of job duties performed by employees assigned to this classification. Other tasks may be assigned by management.

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