Key Responsibilities
Financial Planning & Budgeting
- Support and coordinate the annual budgeting and multi-year financial planning process, coordinating inputs across all business units and functional leaders
- Build and maintain dynamic, driver-based financial models that support scenario analysis, sensitivity testing, and strategic planning
- Develop rolling forecasts that integrate operational and financial data, identifying variances and emerging risks or opportunities
- Establish the foundational FP&A infrastructure, including budgeting templates, forecasting cadences, and reporting frameworks
Reporting & Analytics
- Prepare monthly, quarterly, and annual financial reporting packages for the CFO and senior management; support the CFO in preparing materials for sponsor and the Board of Directors
- Deliver insightful variance analysis (actual vs. budget vs. prior period) with clear narrative and actionable recommendations
- Develop and maintain KPI dashboards and management reporting tools that provide real-time visibility into business performance
- Translate complex financial data into clear, compelling presentations for non-financial stakeholders and executive audiences
Strategic & PE Sponsor Support
- Support the CFO in preparation for quarterly board meetings, investor / lender updates, and ad hoc PE sponsor requests
- Support strategic initiatives including M&A analysis, investment cases, organic growth modeling, and capital allocation analysis
- Assist in the preparation of board decks, management presentations, and investor materials with a high degree of precision and professionalism
- Conduct market, competitive, and benchmarking analysis to inform strategic planning and provide business context to financial results
Business Partnering
- Partner with department heads and operational leaders to drive financial accountability, support resource allocation decisions, and improve cost discipline
- Develop business cases and ROI analyses for key initiatives and capital expenditure requests
- Identify and surface analytical insights and recommendations to improve profitability and working capital efficiency; support the CFO and operational leaders to drive execution and benchmark improvements
Qualifications & Requirements
Required
- 3-6 years of progressive FP&A, corporate finance, investment banking, or PE experience; background in high-growth or PE-backed environments strongly preferred
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CPA a plus
- Expert-level financial modeling and Excel proficiency; experience building complex, integrated 3-statement models
- Demonstrated experience preparing and delivering materials for senior executive, board, and investor audiences
- Strong working knowledge of GAAP financial statements, key financial metrics, and PE-relevant performance measures (EBITDA, working capital, leverage, returns)
- Exceptional analytical skills with the ability to distill complex data into clear, concise insights
- High intellectual curiosity, strong work ethic, and the ability to work independently in a fast-paced, resource-constrained environment
- Outstanding written and verbal communication skills; ability to influence without authority
Preferred
- Experience in a PE-backed portfolio company or direct exposure to PE sponsor reporting cycles
- Familiarity with leading practice ERP and FP&A platforms (e.g., NetSuite, Sage Intacct, Adaptive Insights, Planful, Anaplan)
- Experience with data visualization tools (e.g., Power BI, Tableau) and/or advanced analytics
- Prior experience in a startup, scale-up, or turnaround environment where FP&A processes were built rather than inherited
- Exposure to M&A due diligence, integration modeling, or transaction support