Senior Manager, FP&A

Senior FP&A Manager

Role Summary We are seeking a high-impact Senior FP&A Manager to build and lead a best-in-class financial planning, analysis, and reporting function. This role will serve as the CFO’s key strategic analytical partner, establishing reliable decision-grade financial infrastructure, driving forecasting discipline, enhancing profitability visibility, and preparing the company for scalable growth and exit readiness.

The ideal candidate is a hands-on finance leader who can translate complex data into clear insights, build robust models and reporting systems, and deliver immediate value to the business.

Key Responsibilities

• Establish a repeatable FP&A cadence and core analytical outputs, including standardized monthly performance reporting tied to actuals, forecast, and prior year.
• Build and maintain driver-based financial models (volume, price, mix, cost, productivity) that fully reconcile to the General Ledger and CFO reporting.
• Partner with Accounting to ensure clean actuals-to-forecast tie-outs shortly after month-end.
• Develop and automate core management KPIs (Revenue, Gross Margin, Contribution Margin, EBITDA, Working Capital) in Power BI or Tableau.
• Act as the CFO’s primary analytical thought partner on pricing, margin, capex, and commercial decisions.
• Own the creation of monthly Operating Council materials, including financial deep dives and value creation initiative updates.
• Lead the preparation of monthly and quarterly lender reporting packages, including reconciliations, covenant calculations, and MD&A.
• Develop internal reporting materials for monthly Executive Leadership Team (ELT) business reviews.
• Implement a quarterly rolling forecast process with clear variance analysis and identification of forward-looking risks and opportunities.
• Build and maintain a 3–5 year Long-Range Plan aligned with value creation priorities.
• Own forecast integrity by ensuring changes are driven by business inputs rather than post-hoc adjustments.
• Lead the preparation and review of all forecast, Annual Operating Plan (AOP), and long-range plan materials with the CFO.
• Rebuild and maintain SKU, customer, and channel profitability analytics aligned with CFO and Controller definitions.
• Develop monthly margin bridge analyses (price, mix, volume, cost, productivity) to explain performance variances.
• Provide fact-based profitability analysis to support pricing, SKU rationalization, and commercial decisions.
• Embed profitability views into quoting, bidding, pricing, and product portfolio management processes.
• Partner with Operations and Commercial teams to quantify the EBITDA impact of margin and productivity initiatives.
• Ensure FP&A models and analytics are fully prepared for Quality of Earnings (QofE), diligence, and exit processes, with documented assumptions and clear tie-outs.
• Own and continuously maintain the FP&A “Data Book” as the single source of truth for exit, diligence, add-on acquisitions, and refinancing processes.
• Build standardized, refreshable views of revenue, margin, EBITDA, working capital, and operational KPIs segmented by customer, product, service, channel, and geography.
• Support the CFO in developing and articulating a compelling growth, margin expansion, scalability, and cash conversion narrative.
• Actively support data room updates, lender discussions, and M&A diligence processes.
• Continuously evaluate forecasts and initiatives for EBITDA quality, cash sustainability, and implications on exit multiples.

Qualifications & Experience

• 6+ years of progressive FP&A experience, ideally in a private equity-backed, high-growth, or middle-market company.
• Proven track record of building FP&A processes, models, and reporting from the ground up.
• Strong experience with driver-based modeling, rolling forecasts, profitability analysis, and long-range planning.
• Advanced proficiency in Excel, Power BI (or Tableau), and financial systems.
• Experience with lender reporting, covenant compliance, and exit/diligence preparation is strongly preferred.
• Excellent communication and presentation skills with the ability to influence and partner at the Executive level.
• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CFA is a plus.