FP&A Manager

Jobtailor; Deutschland; Vor Ort; EUR 90.000 - 140.000; Vollzeit

Zusammenfassung

Jobtailor seeks an experienced finance professional to own the consolidated corporate model, drive rolling forecasts, and lead M&A financial modeling. The role supports strategic planning, diligence, and post-merger integration for a PE-backed, B2B SaaS-focused environment.

The candidate should have 4–7 years in PE-backed settings, strong three-statement and LBO modeling skills, and a solid grasp of GAAP and quality-of-earnings concepts. CFA preferred for advanced analytics.

Qualifikationen

• 4–7 years in private equity, investment banking, transaction services, or corporate development at a PE-backed company.
• Demonstrated experience with complex transaction modeling and financial diligence.
• Direct experience in a B2B SaaS or recurring-revenue business, with command of its growth drivers and unit economics.
• Experience owning recurring operating-finance deliverables, including monthly reporting and lender reporting.
• Strong grasp of GAAP and quality-of-earnings concepts.

Aufgaben

• Support strategic planning, operational forecasting, and corporate decision-support.
• Partner closely on active M&A execution and consolidation of the corporate model.
• Drive rolling forecasts and build executive-level reporting.
• Lead M&A financial modeling, diligence, and post-merger integration.
• Prepare monthly lender reporting and covenant calculations.

Kenntnisse

Advanced Excel modeling

M&A modeling

Financial due diligence

GAAP knowledge

Executive reporting

Ausbildung

CFA

Jobbeschreibung

• Support strategic planning, operational forecasting, and corporate decision-support
• Partner closely on active M&A execution
• Own the consolidated corporate model
• Drive rolling forecasts
• Build executive-level reporting
• Lead M&A financial modeling, diligence, and post-merger integration
• Build valuation models and pro forma combined-entity P&L, balance sheet, and cash flow projections with QoE bridging
• Model financing scenarios under various deal cases
• Manage financial diligence workstreams, normalize EBITDA, analyze working capital, validate management adjustments, and synthesize findings
• Track post-transaction integration performance against plan
• Prepare monthly and quarterly lender reporting, including financial statements, covenant compliance calculations, and supporting schedules
• Contribute to the monthly financial reporting package
• Support long-range planning, capital allocation, and evaluation of organic growth investments

Requirements

• 4–7 years in private equity, investment banking, transaction services, or corporate development at a PE-backed company
• Demonstrated experience with complex transaction modeling and financial diligence
• Advanced Excel modeling: three-statement, LBO, accretion/dilution, sources & uses
• Direct experience in a B2B SaaS or recurring-revenue business, with command of its growth drivers and unit economic
• Experience owning recurring operating-finance deliverables, including monthly reporting, cash forecasting, and lender/covenant reporting
• Strong grasp of GAAP, adjusted EBITDA methodology, and quality-of-earnings concepts
• Excellent written communication; able to translate analysis into executive-ready materials
• Willingness to work overlapping US Eastern hours during active transaction phases
• Prior experience supporting US-based sponsors or sponsor-backed corporates (preferred)
• Experience with lender and covenant reporting in a leveraged or sponsor-backed environment (preferred)
• CFA (preferred)

Core Competencies

Demonstrates expertise in financial modeling, including advanced Excel skills for three-statement, LBO, and accretion/dilution models, while effectively managing financial diligence and reporting in a B2B SaaS environment. Proven ability to support strategic planning and M&A execution with strong analytical and communication skills.

Highest-signal resume keywords

• Advanced Excel Modeling
• Financial Diligence
• M&A Financial Modeling
• GAAP Knowledge
• CFA

ATS Optimization Keywords

Hard Skills

• Transaction Modeling
• Financial Reporting
• Valuation Models
• Cash Forecasting
• EBITDA Normalization
• Pro Forma P&L
• Balance Sheet Projections
• Cash Flow Projections
• Quality Of Earnings
• Covenant Compliance

Soft Skills

• Excellent Written Communication

Certifications & Qualifications

• CFA

Industry Keywords

• Private Equity
• Investment Banking
• Corporate Development
• B2B SaaS
• Recurring Revenue
• Sponsor-Backed Environment
• Lender Reporting
• Covenant Reporting
• Operational Forecasting
• Strategic Planning