Manager FP&A – Private Equity Advisory
Job Description:
• Support the development of FP&A processes at portfolio companies, aligning reporting cadences with production and S&OP cycles; help connect plant-level KPIs to broader business drivers
• Assist in building operating and cash flow models, incorporating key elements like SKU/margin waterfalls, standard costing, labor absorption, and capex planning
• Translate strategic plans into annual budgets and rolling forecasts; support monthly variance analysis and performance tracking
• Contribute to the design of dashboards and scorecards that link operational metrics (e.g., OEE, yield, throughput) to financial outcomes (e.g., revenue, margin, EBITDA)
• Help refine cost accounting processes including BOM/routing integrity, labor efficiency, overhead rates, and SKU/channel profitability
• Participate in 13-week cash flow forecasting and support liquidity planning under various volume/mix scenarios
• Collaborate with operations and finance teams to integrate demand, supply, and capacity plans into financial forecasts; assist in identifying working capital opportunities
• Support business case development for capex initiatives and help implement governance and post-investment reviews
• Work with data and systems teams to improve analytical tools (Excel, Power BI/Tableau)
• Build relationships across portfolio leadership and plant teams; contribute to project delivery and internal practice development
Requirements:
• 5+ years’ experience in FP&A preferably in a Private Equity backed company
• Proven ability to build trusted relationships and advance through roles by driving impact and collaborating effectively across teams and leadership
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream) a plus
• Manufacturing cost expertise: Standard costing, variance analysis (rate/volume/mix), absorption, PPV/commodity tracking (e.g., steel, resin, energy), and working-capital optimization
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Benefits:
• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs
Apply tot his job
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• Support the development of FP&A processes at portfolio companies, aligning reporting cadences with production and S&OP cycles; help connect plant-level KPIs to broader business drivers
• Assist in building operating and cash flow models, incorporating key elements like SKU/margin waterfalls, standard costing, labor absorption, and capex planning
• Translate strategic plans into annual budgets and rolling forecasts; support monthly variance analysis and performance tracking
• Contribute to the design of dashboards and scorecards that link operational metrics (e.g., OEE, yield, throughput) to financial outcomes (e.g., revenue, margin, EBITDA)
• Help refine cost accounting processes including BOM/routing integrity, labor efficiency, overhead rates, and SKU/channel profitability
• Participate in 13-week cash flow forecasting and support liquidity planning under various volume/mix scenarios
• Collaborate with operations and finance teams to integrate demand, supply, and capacity plans into financial forecasts; assist in identifying working capital opportunities
• Support business case development for capex initiatives and help implement governance and post-investment reviews
• Work with data and systems teams to improve analytical tools (Excel, Power BI/Tableau)
• Build relationships across portfolio leadership and plant teams; contribute to project delivery and internal practice development
Requirements:
• 5+ years’ experience in FP&A preferably in a Private Equity backed company
• Proven ability to build trusted relationships and advance through roles by driving impact and collaborating effectively across teams and leadership
• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow
• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards
• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint
• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream) a plus
• Manufacturing cost expertise: Standard costing, variance analysis (rate/volume/mix), absorption, PPV/commodity tracking (e.g., steel, resin, energy), and working-capital optimization
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Benefits:
• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs
Apply tot his job
Apply To this Job