Qureos Mentor

APCO Holdings

<div><p><b>Senior Manager, Financial Planning &amp; Analysis (FP&amp;A)</b></p><p><b>
Position Summary</b></p><p>
The Senior Manager of FP&amp;A is a senior strategic finance leader responsible for enterprise-level financial modeling, liquidity and covenant planning, sales performance oversight, and executive/Board reporting. This role operates at the center of corporate financial decision-making, translating complex financial data into actionable insights that influence capital allocation, growth strategy, and operational execution.</p><p>
The position directly manages 2-3 FP&amp;A professionals (1 FP&amp;A Analyst II and 1-2 FP&amp;A Analyst III) and partners closely with executive leadership across Sales, Operations, Treasury, and Corporate functions.</p><p>
This role shares oversight of Corporate FP&amp;A with a peer Senior Manager and reports to the Senior Director of FP&amp;A.</p><p>
Success in this role requires deep technical modeling capability, strong leadership maturity, executive communication skills, and the ability to operate effectively in a high-visibility environment.</p><p><b>
Organizational Structure</b></p><ul><li><b>
Reports To:</b> Senior Director of FP&amp;A</li><li><b>
Direct Reports:</b><ul><li>
1 FP&amp;A Analyst II</li><li>
1-2 FP&amp;A Analyst III</li></ul></li><li><b>
Peer:</b> Senior Manager, FP&amp;A (shared Corporate FP&amp;A oversight)</li></ul><p><b>
Core Responsibilities</b></p><p><b>
1. Advanced Financial Modeling &amp; Strategic Analytics</b></p><ul><li>
Design, build, and maintain sophisticated multi-scenario financial models (Base / Upside / Downside) supporting budgeting, forecasting, and long-range planning.</li><li>
Develop and enhance dynamic staffing and capacity planning models that translate revenue forecasts, production assumptions, and operating KPIs into forward-looking headcount, cost, and margin projections.</li><li>
Lead end-to-end financial evaluation of dealer advance programs, integrating underwriting analytics, return modeling, liquidity impact analysis, credit risk assessment, and post-funding performance monitoring.</li><li>
Own 3-statement integrated forecast models, including income statement, balance sheet, and cash flow linkages.</li><li>
Develop EBITDA bridge analyses, contribution margin frameworks, and sensitivity modeling.</li><li>
Perform capital allocation analyses including ROI, IRR, and NPV evaluations.</li><li>
Lead long-range planning (LRP) and multi-year forecasting processes.</li><li>
Model impacts of macroeconomic variables, pricing strategies, and volume fluctuations on profitability and liquidity.</li></ul><div></div><p><b><br>
2. Cash Flow &amp; Debt Covenant Planning</b></p><ul><li>
Own enterprise liquidity forecasting, including both rolling 13-week cash flow models and long-term liquidity projections.</li><li>
Model revolver utilization, debt paydown strategies, and interest rate sensitivity.</li><li>
Monitor and forecast compliance with all financial covenants.</li><li>
Prepare covenant compliance reporting packages for lenders.</li><li>
Support treasury strategy, including working capital optimization and capital structure planning.</li></ul><p><b>
3. Sales Planning &amp; Performance Oversight</b></p><ul><li>
Oversee annual sales budget development and monthly reforecast processes.</li><li>
Partner with Sales leadership to analyze production volume, pricing, margin, productivity, and revenue mix.</li><li>
Ensure full integration between sales forecasts and consolidated corporate financial models.</li><li>
Lead monthly sales performance reporting and variance analysis.</li><li>
Enhance forecast accuracy through KPI monitoring, trend analysis, and driver-based modeling.</li></ul><p><b>
4. Capitalization &amp; Equity Modeling</b></p><ul><li>
Maintain and update capitalization table models.</li><li>
Model dilution scenarios, equity issuances, and transaction impacts.</li><li>
Support executive compensation and long-term incentive equity planning.</li><li>
Coordinate with legal and external advisors on equity-related analyses as required.</li></ul><p><b>
5. Monthly Financial Reporting &amp; Executive Insights</b></p><ul><li>
Lead detailed review of the monthly financial package prior to executive distribution.</li><li>
Oversee consolidated variance analysis (Actual vs Budget vs Prior Year).</li><li>
Ensure consistency and accuracy across financial statements and supporting schedules.</li><li>
Identify emerging risks and opportunities.</li><li>
Drive continuous improvement in reporting automation and analytical rigor.</li></ul><p><b>
6. Board of Directors Reporting</b></p><ul><li>
Lead preparation of quarterly Board financial materials.</li><li>
Develop clear executive-level financial narratives and supporting commentary.</li><li>
Prepare schedules supporting EBITDA, liquidity, covenant compliance, and strategic initiatives.</li><li>
Partner with the CFO and Senior Director of FP&amp;A to refine messaging and highlight key insights.</li></ul><p><b>
7. M&amp;A and Strategic Transaction Support</b></p><ul><li>
Build acquisition, integration, and synergy financial models.</li><li>
Support due diligence efforts, including Quality of Earnings review, working capital analysis, and synergy validation.</li><li>
Evaluate transaction economics and capital structure implications.</li><li>
Assist with post-acquisition integration tracking and earn-out modeling.</li></ul><p><b>
8. Team Leadership &amp; Development</b></p><ul><li>
Directly manage and develop 2&ndash;3 FP&amp;A professionals.</li><li>
Establish clear performance expectations, deliverables, and development plans.</li><li>
Coach team members on advanced modeling techniques, executive communication, and business partnership.</li><li>
Build organizational bench strength and succession readiness within FP&amp;A.</li></ul><div></div><p><b><br>
Qualifications</b></p><p><b>
Education</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field.</li><li>
MBA and/or CPA preferred.</li></ul><p><b>
Experience</b></p><ul><li>
8+ years of progressive FP&amp;A or corporate finance experience.</li><li>
3+ years of direct people management.</li><li>
Experience in leveraged or private equity-backed environments preferred.</li><li>
Strong exposure to M&amp;A modeling and transaction support preferred.</li><li>
Experience operating in high-growth or multi-entity environments is a plus.</li></ul><p><b>
Technical Expertise</b></p><ul><li>
Advanced Excel modeling proficiency (3-statement integration, driver-based forecasting, sensitivity modeling).</li><li>
Deep understanding of financial statements and cash flow mechanics.</li><li>
Experience with budgeting and forecasting systems (EPM platforms preferred).</li><li>
Debt covenant modeling and capital structure analysis experience.</li><li>
Strong executive presentation capability (PowerPoint).</li><li>
ERP familiarity (NetSuite, D365, or similar).</li><li>
Business intelligence tools (Power BI or similar) preferred.</li></ul><p><b>
Core Competencies</b></p><ul><li>
Strategic thinker with strong financial and commercial acumen.</li><li>
High standards for model integrity and analytical precision.</li><li>
Executive presence and strong communication skills.</li><li>
Ability to manage multiple high-impact workstreams in a fast-paced environment.</li><li>
Structured, process-oriented, and continuous improvement mindset.</li><li>
Strong cross-functional collaboration and influence skills.</li></ul><p><b>
Success Metrics</b></p><ul><li>
Forecast accuracy and reduction in variance volatility.</li><li>
Timely, accurate Board and lender reporting.</li><li>
Sustained covenant compliance and liquidity visibility.</li><li>
Improved sales forecast precision and operational alignment.</li><li>
High-quality, decision-enabling M&amp;A modeling and transaction support.</li><li>
Development and retention of a high-performing FP&amp;A team.</li></ul></div><p></p>

Senior Manager, Financial Planning & Analysis

<p></p><div><div><div><div><b>Job Title:</b></div><div><br>
Senior Financial Analyst</div><div><b><br>
ADP Job Code:</b></div><div><br>
ADMINFAN</div></div><div><div><b><br>
Department:</b></div><div><br>
Accounting &amp; Finance</div><div><b><br>
Reports to:</b></div><div><br>
Sr Manager, FP&amp;A</div></div><div><div><b><br>
FLSA Status:</b></div><div><br>
Exempt (Salaried)</div><div><b><br>
Grade:</b></div><div><br>
15</div></div><div><div><b><br>
Salary Band:</b></div><div><br>
Professional</div><div><b><br>
Updated:</b></div><div><b><br>
3/2026</b></div></div></div><p></p><p><b><br>
Position Overview</b></p><p>
We are seeking a highly analytical and business-oriented Senior Financial Analyst to join our Financial Planning &amp; Analysis team. This role will play a critical part in driving financial visibility, supporting executive decision-making, and improving forecasting accuracy across multiple business channels.</p><p>
The ideal candidate combines advanced financial modeling skills, strong business acumen, and the ability to communicate complex financial insights to senior leadership. This individual will partner cross-functionally with operations, sales, accounting, and executive leadership to deliver actionable insights and scalable planning processes.</p><p>
This role requires someone who can operate in a fast-paced, high-visibility environment, manage large data sets across multiple systems, and translate operational drivers into financial outcomes.</p><p></p><p><b><br>
Key Responsibilities</b></p><p><b>
Financial Planning &amp; Forecasting</b></p><ul><li>
Develop and maintain monthly forecasts, annual budgets, and long-range financial plans across multiple business units and revenue channels.</li><li>
Translate operational drivers (customer counts, production metrics, sales performance, and contract activity) into driver-based financial forecasts.</li><li>
Build and maintain dynamic financial models to evaluate business performance and support strategic initiatives.</li></ul><p><b>
Financial Analysis &amp; Business Partnering</b></p><ul><li>
Perform variance analysis (Actual vs Budget vs Forecast vs Prior Year) and communicate key drivers of financial performance.</li><li>
Partner with business leaders to provide data-driven insights that support operational and strategic decisions.</li><li>
Prepare executive-level reporting and analysis for senior leadership and board presentations.</li></ul><p><b>
Reporting &amp; Data Integration</b></p><ul><li>
Build and maintain financial reporting across multiple data sources including ERP systems, planning tools, and operational databases.</li><li>
Design scalable reporting that improves visibility into revenue performance, cost drivers, and profitability by channel or business segment.</li><li>
Develop dashboards and reporting tools that enhance management insight.</li></ul><p><b>
Strategic Finance Support</b></p><ul><li>
Support evaluation of strategic initiatives, new products, channel expansion, and operational improvements.</li><li>
Conduct scenario modeling and sensitivity analysis to evaluate risks and opportunities.</li><li>
Assist with financial due diligence, business case development, and executive decision support.</li></ul><p><b>
Process Improvement</b></p><ul><li>
Improve the scalability and efficiency of FP&amp;A processes, including forecasting methodologies, reporting automation, and financial model standardization.</li><li>
Identify opportunities to enhance data quality, forecasting accuracy, and reporting timeliness.</li></ul><p></p><p><b><br>
Qualifications</b></p><p><b>
Education</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field</li><li>
MBA, CFA, or CPA is a plus</li></ul><p><b>
Experience</b></p><ul><li>
5-8+ years of progressive FP&amp;A, corporate finance, or financial analysis experience</li><li>
Experience supporting senior leadership or executive teams</li><li>
Background in complex, multi-channel businesses or high-growth environments preferred</li></ul><p><b>
Technical Skills</b></p><ul><li>
Advanced proficiency in Excel financial modeling</li><li>
Experience with financial planning systems (e.g., Planful, Adaptive, Anaplan, Hyperion, etc.)</li><li>
Familiarity with ERP systems (NetSuite, Dynamics, SAP, etc.)</li><li>
Experience with data visualization or BI tools (Power BI, Tableau, etc.)</li><li>
Strong ability to work with large datasets and financial reporting tools</li></ul><p></p><p><b><br>
Core Competencies</b></p><p><b>
Advanced Financial Modeling</b></p><ul><li>
Ability to build driver-based models that connect operational metrics to financial outcomes.</li></ul><p><b>
Analytical Rigor</b></p><ul><li>
Strong ability to synthesize complex datasets into clear financial insights.</li></ul><p><b>
Executive Communication</b></p><ul><li>
Ability to present financial results and strategic insights clearly to senior leadership.</li></ul><p><b>
Business Partnership</b></p><ul><li>
Strong cross-functional collaboration with operations, sales, and accounting teams.</li></ul><p><b>
Process Orientation</b></p><ul><li>
Ability to design scalable financial processes and improve forecasting accuracy.</li></ul><p></p><p><b><br>
What Success Looks Like in This Role</b></p><p>
Within the first 6&ndash;12 months, the Senior Financial Analyst will:</p><ul><li>
Develop a deep understanding of revenue drivers, operational metrics, and cost structure.</li><li>
Become a trusted partner to business leaders and senior management.</li><li>
Improve forecast accuracy and financial visibility across key business channels.</li><li>
Deliver clear, decision-ready financial insights that support strategic initiatives.</li><li>
Contribute to building a best-in-class FP&amp;A function.</li></ul><p></p><p><b><br>
Why Join Our Team</b></p><p>
This role offers the opportunity to work closely with senior leadership and play a meaningful role in shaping financial strategy. The position provides exposure to complex financial planning, operational decision-making, and strategic finance initiatives, making it an ideal opportunity for someone looking to grow into a future FP&amp;A leader.</p></div><p></p>

Senior Financial Analyst

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Senior Manager, Financial Planning & Analysis

Senior Financial Analyst