Manager, Strategic Finance and FP&A

Summary:
We are a newly formed, large PE backed recurring revenue business with ~5,000 employees that is highly acquisitive.

We are seeking a high-caliber Manager, Strategic Finance and FP&A to own budgeting, forecasting, financial modeling, performance analytics, and decision support across the organization. The ideal candidate brings Big 10 training, strong accounting fundamentals, the ability to operate in complex environments, and a bias for action. This person will be a key partner to the CFO and executive team, driving financial insights that shape strategic decisions.

This role requires a mix of technical horsepower, business acumen, and operational agility, suitable for a fast-moving, private-equity-backed organization scaling through acquisition and integration.

Key Responsibilities:

Financial Planning & Forecasting

• Lead the annual budget, quarterly forecasts, and long-range plan across all business units.
• Build robust driver-based forecasting models for revenue, margin, headcount, and opex.
• Partner with business leaders to understand KPIs and translate them into actionable financial plans.

Management Reporting

• Deliver monthly board-ready reporting packages: P&L analysis, KPIs, variance explanations, and strategic insights.
• Own the monthly close partnership with accounting to ensure accuracy of financial results.
• Develop and maintain dashboards covering revenue, labor efficiency, customer profitability, and utilization metrics.

Strategic & Operational Support

• Support strategic initiatives such as pricing analysis, ROI modeling, customer lifetime value, integration synergies, and workforce planning.
• Provide analytical support for M&A, diligence, integration and post-acquisition performance tracking.
• Evaluate investment cases (technology, product builds, hiring, expansion) using NPV/IRR modeling and scenario analysis.

Process, Systems, and Automation

• Enhance forecasting and reporting processes to increase accuracy and reduce cycle time.
• Implement or optimize FP&A tools (Adaptive, Cube, Power BI, Looker, NetSuite Planning, etc.).
• Standardize reporting, data integrity, and variance analysis methodology across the organization.

Qualifications:

Must-Have

• Big 4 experience (Audit, TAS/Deal Advisory, Financial Due Diligence, or Consulting).
• 5–8+ years of progressive experience in FP&A, accounting, corporate finance, or strategic finance.
• Strong financial modeling skills (Excel or Google Sheets expert, scenario modeling, SQL a plus).
• Deep understanding of GAAP accounting from Big 4 training.
• Ability to operate in a fast-paced, ambiguous, high-accountability environment.
• Exceptional communication skills with the ability to present insights to senior leadership.
• A keen understanding of recurring revenue and SaaS metrics

Preferred

• Experience in PE-backed or multi-entity environments.
• Exposure to integration, synergy tracking, or carve-outs.
• Experience with business intelligence tools (Power BI, Tableau, Looker).
• CPA, CFA, or MBA is a plus.

Competencies

• Analytical rigor: Can break down complex problems and synthesize clear insights.
• Ownership mindset: Operates independently and drives workstreams to completion.
• Business partnership: Able to influence cross-functional leaders with data-based recommendations.
• High accuracy: Big 4–caliber attention to detail with strong judgment.
• Scalability mindset: Always looking to automate, standardize, and improve processes.

What Success Looks Like

• Reliable, accurate monthly forecasts with clear variance explanations.
• A streamlined and scalable reporting infrastructure.
• Executive team trust in financial analysis and recommendations.
• Faster decision-making enabled by high-quality data and insights.
• FP&A becomes a strategic lever—not a reporting function.