Financial Planning and Analysis Manager

Connect Search, LLC; Oak Brook (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Connect Search, LLC is conducting a confidential search for an FP&A Manager to join a growing investment platform with multiple operating companies.

You will own FP&A capabilities, partnering with senior leadership to build models, dashboards, and analytics that drive performance across a diversified portfolio.

Qualifications

• 5+ years of FP&A, strategic finance, accounting or related advisory experience.
• Advanced Excel and financial modeling skills.
• Strong budgeting, forecasting, and scenario planning experience.
• Ability to interpret financial statements and drivers behind the numbers.
• Experience with valuation methods such as DCF, LBO and comps.
• Strong quantitative and analytical capabilities with data sensitivity.
• Clear communication of financial concepts to leadership.
• Initiative and ability to work independently; build processes.

Responsibilities

• Develop annual budgets, forecasts and long‑range plans.
• Build dynamic financial models for growth opportunities and scenarios.
• Analyze revenue, profitability, cash flow and key drivers.
• Create KPI reporting and dashboards for leadership visibility.
• Work with large data sets to identify trends, risks, opportunities.
• Develop valuation and investment models (DCF, LBO, comps).
• Partner with operating leaders to improve performance and profitability.
• Support strategic initiatives, acquisitions and transactions.
• Prepare and improve monthly management reporting.
• Maintain exposure to accounting to inform analysis.
• Create FP&A processes and scalable tools for portfolio growth.

Skills

Advanced Excel

Financial modeling

Budgeting

Forecasting

Scenario planning

Tools

Excel

Job description

We are conducting a confidential search for an FP&A Manager to join a growing investment platform focused on entrepreneurial businesses in multiple industries.

This is an opportunity to step into a highly visible role where you'll have the freedom to build, improve, and ultimately own the FP&A capabilities supporting multiple operating businesses.

You'll work closely with senior leadership and portfolio-company teams to understand how each business makes money, identify the metrics that drive performance, and create the models and analytics needed to make better decisions.

The role is especially well suited for someone who enjoys being close to the business and wants broader exposure than a traditional corporate FP&A position can provide.

Instead of supporting one established business unit, you'll gain exposure to multiple operating companies, each with its own economics, opportunities, and challenges. That creates a chance to develop a much broader understanding of how businesses operate while working directly with senior leadership.

There is also a significant build component to the position. You'll have the opportunity to determine how information should be analyzed and presented, establish new processes, and create tools that can scale as the portfolio grows.

Your responsibilities will span several areas of finance and analytics, including:

• Developing annual budgets, forecasts, and long-range financial plans
• Building dynamic financial models to evaluate growth opportunities and different operating scenarios
• Analyzing revenue, profitability, cash flow, and key business drivers
• Creating KPI reporting and dashboards that give leadership greater visibility into performance
• Working with large data sets to identify trends, risks, and opportunities
• Developing valuation and investment models, including DCF, LBO, and comparable-company analysis
• Partnering with operating leaders to improve financial performance and profitability
• Supporting strategic initiatives, acquisitions, and other transaction-related activity
• Preparing and improving monthly management reporting
• Maintaining enough exposure to the accounting function to understand the financial information behind the analysis
• Creating FP&A processes and tools that can be replicated as additional businesses are added to the portfolio

Successful candidates will bring:

• 5+ years of professional experience in FP&A, strategic finance, accounting or transaction advisory
• Advanced Excel and financial modeling skills
• Strong budgeting, forecasting, and scenario-planning experience
• Ability to interpret financial statements and understand the accounting behind the numbers
• Experience analyzing business performance and identifying key operating drivers
• Familiarity with valuation methodologies such as DCF, LBO, and comparable-company/transaction analysis
• Strong quantitative and analytical skills
• Comfort working with large and sometimes imperfect data sets
• Ability to communicate financial concepts clearly to business leaders
• A high degree of initiative and comfort working independently
• A genuine interest in building processes rather than simply inheriting them