Financial Planning & Analysis Manager

NPAworldwide; Charlotte (NC); On-site; USD 125,000 - 150,000; Full time

Job summary

NPAworldwide in Charlotte, NC is seeking a Financial Planning & Analysis Manager to own budgeting, forecasting and performance analysis for a privately owned industrial services business.

Reporting to the CFO, this role builds multi-entity models, supports acquisitions, and delivers monthly and ad hoc reporting, dashboards, and insights to leadership for strategic decision-making.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• 7+ years of progressive experience in FP&A, accounting, or financial analysis.
• Experience in private equity-backed and/or acquisitions environment preferred.
• Advanced Excel and PowerPoint; experience with ERP and reporting systems.
• Strong executive-level communication and influence skills.
• Solid understanding of GAAP and financial statements.

Responsibilities

• Own forecasting, budgeting, and variance analysis across a multi-entity services platform.
• Build and maintain financial models supporting operating plans, scenario analyses, and acquisition evaluations.
• Analyze performance and provide actionable insights to management and private equity stakeholders.
• Prepare monthly and ad hoc financial reporting for leadership, board, and sponsor review.
• Support acquisition diligence, integration tracking, and post-acquisition performance analysis.
• Partner with department leaders to interpret results and support planning decisions.
• Develop and maintain automated reporting, dashboards, and analytical tools.
• Perform other related duties as assigned.

Skills

Advanced Excel

PowerPoint

Executive-level communication

GAAP

Education

Bachelor's degree in accounting or finance

Tools

ERP systems

Job description

Job Description

Reporting to the CFO, the Financial Planning & Analysis Manager is an individual contributor role designed to own the budgeting, forecasting, and performance analysis functions for this privately owned industrial services business.

Job Description

Reporting to the CFO, the Financial Planning & Analysis Manager is an individual contributor role designed to own the budgeting, forecasting, and performance analysis functions for this privately owned industrial services business.

Responsibilities

• Own forecasting, budgeting, and variance analysis across a multi-entity services platform.
• Build and maintain financial models supporting operating plans, scenario analysis, and acquisition-related evaluations.
• Analyze financial and operational performance and provide actionable insights to management and private equity stakeholders.
• Prepare monthly and ad hoc financial reporting for leadership, board, and sponsor review.
• Support acquisition diligence, integration tracking, and post-acquisition performance analysis.
• Partner with department leaders to interpret results and support planning decisions.
• Develop and maintain automated reporting, dashboards, and analytical tools.
• Perform other related duties as assigned.

Primary Performance Measurements

• Financial reporting and forecasts are accurate, timely, and actionable insights.
• Finance department objectives are consistently achieved.
• Key strategic partner to leadership to align financial goals with operational strategies.

Qualifications

• Bachelors degree in accounting, finance, or a related field.
• 7+ years of progressive experience in financial analysis, FP&A, or accounting.
• Experience in a private equitybacked and/or acquisition-driven environment preferred.
• Advanced Excel and PowerPoint skills; experience with ERP and reporting systems.
• Strong executive-level communication and influence skills.
• Solid understanding of GAAP and financial statements as a trusted advisor.
• Advanced analytical, modeling, scenario and sensitivity analyses with strong organizational skills.
• Ability to manage competing priorities in a fast-paced, acquisitive environment.
• High professionalism, judgement and discretion with confidential information.

Why Is This a Great Opportunity

Privately owned and rapidly growing environmental health & safety company located in Charlotte, NC seeks a Financial Planning & Analysis Manager who will own budgeting, forecasting and analysis in support of the organization's growth strategy of organic and acquisitions. This is a highly visible role where daily interactions will include stakeholders and key decision makers for both short and long-run plans.

Salary Type : Annual Salary

Salary Min : $ 125000

Salary Max : $ 150000

Currency Type : USD