Financial Planning and Analysis Manager

East 57th Street Partners; Oklahoma; Remote; USD 155,000 - 170,000; Full time

Job summary

A dynamic private equity-backed company is seeking a strategic Manager of FP&A to lead financial planning and analysis. This high-visibility role involves budgeting, forecasting, and performance analysis, influencing decision-making at the highest levels. Ideal candidates will have strong financial acumen and leadership experience, with the opportunity for significant career advancement in a high-growth environment.

Benefits

Comprehensive benefits package (medical, dental, vision)

Remote-first work structure

High-growth environment with significant career advancement potential

Qualifications

• 5+ years of progressive FP&A experience in a PE-backed or high-growth business.
• Prior experience managing direct reports.

Responsibilities

• Lead and develop a team of two FP&A professionals.
• Own the annual budgeting and rolling forecast processes.
• Prepare monthly, quarterly, and annual financial packages.

Skills

Leadership

Financial Acumen

Strategic Mindset

Presentation Skills

Education

Bachelor's degree in Finance, Accounting, Economics

MBA

CFA

Tools

Excel

Adaptive Insights

Anaplan

Hyperion

Job description

Job Title: Manager of FP&A

Location: Remote (DFW Metroplex – must be available for in-office meetings a few times per quarter)

About the Company

Our client is a dynamic, private equity-backed company poised for continued expansion. They are seeking a strategic and analytical Manager of FP&A to lead financial planning and analysis and play a key role in shaping financial strategy and performance. This is a high-visibility role offering the opportunity to influence decision-making at the highest levels of the organization.

Position Overview

The Manager of FP&A will lead core FP&A activities, including budgeting, forecasting, variance analysis, and strategic reporting. This role will directly manage a small team and partner cross-functionally with business leaders and private equity stakeholders. Ideal candidates will bring strong financial acumen, leadership experience, and a track record of success in high-growth or PE-backed environments.

Key Responsibilities

• Team Leadership: Lead and develop a team of two FP&A professionals; set goals, manage performance, and foster growth.
• Financial Planning: Own the annual budgeting and rolling forecast processes, aligning financial plans with business strategy.
• Performance Analysis: Analyze operating results and KPIs, identifying trends, risks, and opportunities for improvement.
• Reporting: Prepare monthly, quarterly, and annual financial packages for senior leadership, board members, and investors.
• Business Partnership: Support department leaders with financial insights, budget accountability, and strategic planning.
• Scenario Modeling: Build and run scenario and sensitivity analyses to inform strategic decision-making.
• Process Improvement: Streamline FP&A processes and leverage tools to enhance efficiency and accuracy.
• Private Equity Engagement: Serve as a key liaison with PE sponsors, delivering insights into business drivers and financial trends.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus
• 5+ years of progressive FP&A experience, ideally in a PE-backed or high-growth business
• Prior experience managing direct reports
• Advanced financial modeling and forecasting capabilities
• Proficiency in Excel and experience with FP&A tools (e.g., Adaptive Insights, Anaplan, Hyperion)
• Strong presentation skills and executive communication abilities
• Detail-oriented with a strategic mindset
• Must be based in the DFW metro area and able to attend in-office meetings periodically

Compensation & Benefits

• Base salary: $155,000 – $170,000, plus annual performance bonus
• Comprehensive benefits package (medical, dental, vision, etc.)
• Remote-first work structure with periodic in-person collaboration
• High-growth environment with significant career advancement potential