SR Manager, FP&A

Key Responsibilities

• Lead the annual budgeting process, long-range planning, and rolling forecasting activities.
• Build, maintain, and oversee robust financial models, including three-statement models, scenario analysis, sensitivity analysis, and business performance models.
• Prepare and present insightful variance analysis, trend analysis, and actionable recommendations to the CFO, executive team, and business leaders.
• Partner with the CFO and senior leadership to support strategic initiatives, capital allocation decisions, and business performance improvement opportunities.
• Support M&A, due diligence, lender reporting, private equity reporting, and other strategic finance initiatives.
• Develop board-ready materials, investor presentations, executive reporting packages, and financial storytelling to support key decision-making.
• Evaluate and implement budgeting, forecasting, and financial planning tools, such as Adaptive, Anaplan, SAP SAC, Oracle Hyperion, or similar platforms.
• Enhance reporting capabilities through dashboards, automation, standardized reporting processes, and scalable FP&A infrastructure.
• Drive continuous improvement across FP&A processes, systems, reporting timelines, data quality, and analytical outputs.
• Manage, coach, and develop 1–2 FP&A team members to ensure high-quality deliverables and continued professional growth.

Knowledge and Skills

• Strong knowledge of financial planning and analysis, budgeting, forecasting, financial modeling, and corporate finance principles.
• Advanced understanding of three-statement modeling, scenario planning, variance analysis, and financial performance metrics.
• Ability to evaluate business performance, identify financial trends, and translate analysis into practical recommendations.
• Knowledge of budgeting and forecasting systems, financial reporting tools, dashboards, and process automation.
• Familiarity with private equity-backed or high-growth operating environments preferred.
• Understanding of professional services, consulting-driven, or project-based business models preferred.
• Strong proficiency with Microsoft Excel and financial presentation tools.
• Ability to prepare executive-level reporting materials for senior leadership, board members, investors, lenders, and other stakeholders.

Problem Solving/Analysis

• Analyzes complex financial, operational, and strategic business issues and develops practical, data-driven solutions.
• Evaluates financial results, identifies trends and risks, assesses business scenarios, and provides recommendations that support planning, resource allocation, profitability, and growth objectives.
• Resolves ambiguity, improves financial visibility, and builds scalable processes where existing reporting or planning methods may be limited.
• Requires independent judgment, critical thinking, and the ability to connect financial insights to broader business outcomes.

Business Impact and Scope

• This role has a significant impact on financial strategy, executive decision-making, and organizational performance.
• Decisions and recommendations made by the Senior FP&A Manager influence budgeting, forecasting, capital allocation, lender and investor reporting, strategic initiatives, and long-term planning.
• The position supports high-visibility work with the CFO, executive leadership, private equity stakeholders, and lenders.
• The quality and accuracy of this role’s analysis directly affect financial planning, business confidence, stakeholder communication, and leadership’s ability to make informed decisions.

Communication and Collaboration

• Collaborates regularly with the CFO, executive team, business leaders, finance team members, private equity stakeholders, lenders, and cross-functional partners.
• Communicates complex financial concepts in a clear, concise, and business-oriented manner.
• Requires strong written and verbal communication skills, including the ability to prepare executive presentations, explain financial performance, summarize key risks and opportunities, and provide clear recommendations to both financial and non-financial audiences.
• Influences business leaders by providing financial insights, shaping planning assumptions, recommending process improvements, and supporting strategic decisions.

Influence Responsibility/Level of Interaction

• This role has a high level of interaction with senior internal and external stakeholders.
• Influences business leaders by providing financial insights, shaping planning assumptions, recommending process improvements, and supporting strategic decisions.
• Buys credibility across the organization, challenges assumptions when appropriate, and guides stakeholders toward data-supported decisions.
• Influences the development of the FP&A function by mentoring team members and improving the tools, processes, and reporting used by leadership.

Minimum Qualifications

• Bachelor’s degree in Finance, Business, Data Analytics, Accounting, Economics, or a related field.
• 10+ years of progressive experience in FP&A, valuation, transaction advisory, corporate finance, strategic finance, or related finance roles.
• 1–3 years of prior supervisory, management, team lead, or mentoring experience.
• Strong experience supporting budgeting, forecasting, long-range planning, and financial analysis processes.
• Advanced financial modeling and analytical skills.
• Advanced proficiency with Microsoft Excel.
• Experience preparing financial reports, presentations, and analysis for executive audiences.

Preferred Qualifications

• Experience in a private equity-backed, high-growth, or rapidly scaling organization.
• Background in professional services, consulting, financial services, or a consulting-driven business model.
• Experience with financial planning, budgeting, and forecasting systems such as Adaptive, Anaplan, SAP SAC, Oracle Hyperion, Oracle, SAP, or similar tools.
• CPA, CFA, or MBA preferred, but not required.
• Experience supporting M&A, due diligence, capital allocation decisions, investor reporting, or lender reporting.
• Experience building or improving FP&A processes, dashboards, reporting tools, and scalable finance infrastructure.