Financial Planning & Analytics Manager
About the role
The Financial Planning & Analysis (FP&A) Manager is a senior finance leader responsible for driving the budgeting, forecasting, and financial modeling across Channel Partners. Reporting directly to the CFO, this individual serves as a strategic partner to the executive leadership team, translating financial data into actionable insights that guide operational decisions, M&A activity, and long-range planning.
Responsibilities
Own and manage the company's annual budgeting process, coordinating inputs from all functional leaders and vertical business units.
Maintain and continuously refine rolling 12-month and multi-year financial forecasts, providing updated views to the CFO and CEO on a cadenced basis.
Develop scenario models (base, upside, downside) to stress-test business assumptions and support executive decision-making under uncertainty.
Produce variance analyses comparing actuals to budget and forecast, with clear narrative explanations for key deviations.
Prepare monthly and quarterly management reporting packages for the CFO, CEO, and Board of Directors, including P&L summaries, KPI dashboards, and forward-looking commentary.
Design and maintain board-ready financial presentations that clearly communicate Channel Partners' financial performance, strategic initiatives, and risk posture.
Partner with the CFO to develop materials for investor, lender, and M&A financing audiences — including CP's family office and other capital partners.
Ensure all reporting is production-quality: precise, well-formatted, and audit-ready.
Lead financial due diligence workstreams for acquisition targets, including quality of earnings analysis, revenue and cost normalization, and synergy modeling.
Support post-acquisition integration planning, including budget realignment, reporting unification, and performance tracking for acquired entities.
Carefully coordinate with General Counsel, the CFO, and external advisors on deal-related financial deliverables and investor presentations.
Own the FP&A technology stack, ensuring systems are fit-for-purpose as Channel Partners scales.
Evaluate, implement, and optimize FP&A tools (e.g., Power BI, etc.) that integrate with Microsoft Business Central.
Build and maintain a centralized financial data repository accessible to the CFO and senior leadership for real-time decision-making.
Define team workflows, deadlines, and quality standards for all deliverables, ensuring the finance function operates at an executive-ready standard.
Requirements
Experience and Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred
8+ years of progressive FP&A experience
Demonstrated experience supporting executive teams and boards with financial reporting and strategic analysis
Expert-level financial modeling skills; ability to build and maintain complex, multi-scenario models from scratch
Experience with ERP systems — Microsoft Business Central or similar mid-market ERP preferred
Proficiency with FP&A platforms (Datarails, Adaptive Insights, Anaplan, or comparable tools)
Strong written and verbal communication skills; ability to translate complex financial data into a clear executive narrative
Experience operating in a multi-entity, multi-vertical business environment
Qualifications
Experience in retail services, field services, workforce deployment, or outsourced business services
Exposure to M&A due diligence, integration financial planning, or corporate development
Experience supporting private equity-backed or family office-capitalized businesses
Familiarity with construction project accounting, client program P&L management, or incentive/bonus modeling in a variable workforce environment
Skills and Attributes
Continuous hand/eye coordination and fine manipulation
What You'll Do
Financial Planning, Budgeting & Forecasting
Own and manage the company's annual budgeting process, coordinating inputs from all functional leaders and vertical business units.
Maintain and continuously refine rolling 12-month and multi-year financial forecasts, providing updated views to the CFO and CEO on a cadenced basis.
Develop scenario models (base, upside, downside) to stress-test business assumptions and support executive decision-making under uncertainty.
Produce variance analyses comparing actuals to budget and forecast, with clear narrative explanations for key deviations.
Prepare monthly and quarterly management reporting packages for the CFO, CEO, and Board of Directors, including P&L summaries, KPI dashboards, and forward-looking commentary.
Design and maintain board-ready financial presentations that clearly communicate Channel Partners' financial performance, strategic initiatives, and risk posture.
Partner with the CFO to develop materials for investor, lender, and M&A financing audiences — including CP's family office and other capital partners.
Ensure all reporting is production-quality: precise, well-formatted, and audit-ready.
Lead financial due diligence workstreams for acquisition targets, including quality of earnings analysis, revenue and cost normalization, and synergy modeling.
Support post-acquisition integration planning, including budget realignment, reporting unification, and performance tracking for acquired entities.
Carefully coordinate with General Counsel, the CFO, and external advisors on deal-related financial deliverables and investor presentations.
Own the FP&A technology stack, ensuring systems are fit-for-purpose as Channel Partners scales.
Evaluate, implement, and optimize FP&A tools (e.g., Power BI, etc.) that integrate with Microsoft Business Central.
Build and maintain a centralized financial data repository accessible to the CFO and senior leadership for real-time decision-making.
Define team workflows, deadlines, and quality standards for all deliverables, ensuring the finance function operates at an executive-ready standard.
Benefits
Competitive biweekly pay
Health and wellness benefits plans
Flexible vacation and holiday policies
Tech allowance
401(k) with employer matching
Referral bonus
Tax savings with flexible spending accounts for parking, transit, dependents, and healthcare costs
Opportunity to work with a growing company that actively rewards and promotes its employees