Note: The job is a remote job and is open to candidates in USA. The company is a private-equity-backed commercial construction services organization experiencing significant growth through organic expansion and acquisitions. The Manager, Financial Planning & Analysis will lead planning, forecasting, budgeting, reporting, modeling, and strategic analysis for assigned operating companies while supporting executive decision-making and acquisition integration.
Responsibilities
- Lead financial planning, forecasting, budgeting, and strategic analysis while serving as a trusted business partner to executive leadership
- Own monthly, quarterly, and annual financial reporting and provide detailed variance analysis and actionable recommendations
- Lead annual budgeting and monthly forecasting in partnership with Accounting, Operations, Sales, and executive leadership
- Develop executive and private equity sponsor reporting , including business reviews, Board materials, KPIs, and performance dashboards
- Analyze financial performance across projects, regions, business units, industries, and other operating segments to identify trends, risks, and opportunities
- Partner with business leaders to evaluate project profitability, revenue performance, margins, and operational efficiency
- Build sophisticated financial models from scratch, including three-statement models, scenario analyses, and strategic decision-support models
- Lead FP&A activities for assigned operating companies, including ownership of their P&Ls, budgeting, forecasting, and performance analysis
- Lead financial review and analysis of WIP reporting , including revenue recognition, project forecasting, margin performance, backlog, overbillings, underbillings, and project cash flow
- Serve as a finance lead during the integration of acquired companies, implementing standardized financial reporting, planning processes, systems, and controls
- Develop and maintain three-statement financial models for acquired businesses and support financial due diligence and post-acquisition integration
- Partner directly with newly acquired business leaders to improve forecasting, reporting, and utilization of company financial systems
- Support strategic initiatives related to the company's long-term growth and eventual private equity transaction or exit
- Support company-wide systems enhancements and integrations while improving data integrity, reporting efficiency, and financial processes
- Continuously improve dashboards, KPIs, reporting tools, and analytical processes through automation and data visualization
Skills
- • Bachelor's degree in Finance, Accounting, Economics, or a related field ; MBA, related master's degree, or CFA is a plus
- • Approximately 4–5+ years of progressive finance/FP&A experience
- • Exceptional Excel skills required , including the ability to build sophisticated financial models from scratch
- • Demonstrated three-statement financial modeling experience required
- • Strong understanding of the P&L, balance sheet, and cash flow statement and how the three financial statements interact
- • Experience leading or supporting budgeting, forecasting, variance analysis, and management reporting
- • Experience partnering directly with executive and operational leadership
- • Experience working within a multi-entity or multi-location organization strongly preferred
- • Private equity-backed company experience or direct exposure to a PE sponsor highly valuable
- • M&A, acquisition integration, or post-close integration experience preferred
- • Acumatica or similar ERP experience is a plus
- • Power BI, SQL, Tableau, automation, or other data-visualization experience is a plus
- • Construction, commercial services, HVAC, roofing, or another project-based industry background is a plus but not required
- • Experience with WIP accounting, revenue recognition, backlog, and project-based financial reporting is preferred but not required
Benefits
- 100% remote flexibility
- Hybrid work option
- Long-term incentive opportunity through equity/LTIP participation upon a future company exit
- Unlimited PTO
- Paid holidays
- A comprehensive benefits package
Company Overview