Sr. Manager or Director, Corporate FP&A

Responsibilities

• Lead the monthly financial reporting process across the company
• Produce the internal Financial Review Package (FRP) summarizing company financial performance and go beyond reporting to highlight margin expansion ideas
• Develop and maintain Monthly Operating Review (MOR) materials for executive leadership
• Develop and maintain Board reporting materials, ensuring clear and actionable financial insights
• Translate complex financial results into clear executive-level narratives and presentations
• Prepare financial reporting packages for lenders and financing partners and flag any covenant noncompliance concerns
• Maintain single source of truth for actual results
• Lead the monthly forecast consolidation process across business units and corporate functions
• Own development and maintenance of three-statement forecasting, including: Profit & Loss, Balance Sheet, Cash Flow Statement
• Develop and maintain Free Cash Flow (FCF) forecasting, including working capital drivers, capital expenditures, and cash conversion dynamics
• Own and maintain the company’s corporate financial model, ensuring accurate forecasting of operating performance, balance sheet impacts, and Free Cash Flow generation
• Partner closely with accounting to ensure alignment between operational forecasts and financial statement projections
• Coordinate the annual budgeting process, including timeline management, consolidation, and executive review materials
• Keep a consolidated list of risks and opportunities from BU leads or others, and proactively flag them before they occur
• Ad hoc reporting/analysis at the request of the head of FP&A or CFO

Qualifications

• 7+ years of experience in FP&A, corporate finance, or accounting
• Strong experience leading corporate financial reporting and forecasting processes, including developing and maintaining all three financial statements
• Demonstrated experience preparing Board, executive, and investor-level financial presentations
• Proven experience building and maintaining three-statement financial models and Free Cash Flow forecasts
• Strong understanding of working capital drivers and cash flow dynamics
• Advanced Excel and financial modeling capabilities
• Exceptional ability to translate financial analysis into clear executive presentations and business insights
• Preferred CPA designation
• Experience implementing or managing FP&A planning tools (Anaplan, Adaptive, Planful, Pigment, etc.)
• Experience in PE-backed or high-growth environments
• Pharma services or healthcare services industry experience