Financial Planning and Analysis Manager

CarsonLynch Professional Search; Cincinnati (OH); On-site; USD 110,000 - 140,000; Full time

Job summary

CarsonLynch is partnering with a growing, private-equity backed organization to identify a Manager of FP&A for a newly created, high-impact position. You will build and own budgeting, forecasting, KPI reporting, and financial planning processes to support rapid growth and post-acquisition integration.

Reporting to executive leadership, you will partner with multiple business units to deliver actionable insights, robust models, and executive-packaging that informs strategic decisions in a dynamic

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Strong FP&A experience with ownership of budgeting, forecasting, and modeling.
• Experience in private equity-backed environments preferred.
• Background supporting multi-location or rapidly growing businesses.
• Ability to translate financial data into actionable recommendations.

Responsibilities

• Build and own budgeting, forecasting, and financial planning processes.
• Develop financial models, rolling forecasts, and executive reporting.
• Lead annual budgeting with cross-functional partners across units.
• Analyze performance, identify trends, and advise on strategic decisions.
• Establish KPIs, dashboards, and standardized reporting.
• Support acquisition activity and post-acquisition integration.

Skills

FP&A experience

Budgeting & forecasting

Financial modeling

Business analysis

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

Excel (Advanced)

Job description

CarsonLynch is partnering with a growing, private-equity backed organization to identify a Manager of FP&A for a newly created, high-impact position!

This is a rare opportunity to build an FP&A function from the ground up rather than inherit an existing process. Reporting directly to executive leadership, this individual will help establish budgeting, forecasting, KPI reporting, and financial planning processes that support an organization experiencing significant growth through acquisition and expansion.

Key Responsibilities:

• Build and own the company's budgeting, forecasting, and financial planning processes
• Develop financial models, rolling forecasts, and executive reporting packages that provide actionable business insights
• Lead the annual budgeting process while partnering with leaders across multiple business units
• Analyze financial performance, identify trends, and provide recommendations to support strategic decision-making
• Establish and standardize KPIs, reporting metrics, and performance dashboards
• Support acquisition activity, including financial analysis and post-acquisition integration efforts
• Partner directly with operational leaders to improve visibility, accountability, and financial performance across the organization

Target Profile:

• Bachelor's degree in Accounting, Finance, or a related field
• Strong FP&A experience with direct ownership of budgeting, forecasting, financial modeling, and business analysis
• Experience within a private equity-backed organization strongly preferred
• Background supporting multi-location or rapidly growing businesses
• Advanced Excel and financial modeling skills with the ability to build models from scratch
• Proven ability to translate financial data into meaningful business recommendations
• Comfortable working in an entrepreneurial environment with changing priorities and evolving processes