Financial Planning & Analysis Manager

About the role

Reporting to the CFO, the Financial Planning & Analysis Manager is an individual contributor role designed to own the budgeting, forecasting, and performance analysis functions for this privately owned industrial services business.

Responsibilities

• Own forecasting, budgeting, and variance analysis across a multi-entity services platform.
• Build and maintain financial models supporting operating plans, scenario analysis, and acquisition-related evaluations.
• Analyze financial and operational performance and provide actionable insights to management and private equity stakeholders.
• Prepare monthly and ad hoc financial reporting for leadership, board, and sponsor review.
• Support acquisition diligence, integration tracking, and post-acquisition performance analysis.
• Partner with department leaders to interpret results and support planning decisions.
• Develop and maintain automated reporting, dashboards, and analytical tools.
• Perform other related duties as assigned.

Primary Performance Measurements

• Financial reporting and forecasts are accurate, timely, and provide actionable insights.
• Finance department objectives are consistently achieved.
• Key strategic partner to leadership to align financial goals with operational strategies.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• 7+ years of progressive experience in financial analysis, FP&A, or accounting.
• Experience in a private equity-backed and/or acquisition-driven environment preferred.
• Advanced Excel and PowerPoint skills; experience with ERP and reporting systems.
• Strong executive-level communication and influence skills.
• Solid understanding of GAAP and financial statements as a trusted advisor.
• Advanced analytical, modeling, scenario, and sensitivity analyses with strong organizational skills.
• Ability to manage competing priorities in a fast-paced, acquisitive environment.
• High professionalism, judgement, and discretion with confidential information.

Why this is a great opportunity

This privately owned and rapidly growing environmental health & safety company, located in Charlotte, NC, seeks a Financial Planning & Analysis Manager who will own budgeting, forecasting, and analysis in support of the organization's growth strategy of organic and acquisitions. This is a highly visible role where daily interactions will include stakeholders and key decision-makers for both short and long-run plans.

Pay

Annual salary range: $125,000 – $150,000 USD.