Financial Planning and Analysis Manager

Vaco Recruiter Services; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonuses

Medical, dental, and vision benefits

401(k) retirement plan

Job summary

Vaco/Highspring is seeking an FP&A Manager or Senior Financial Analyst to join its finance team in a hybrid North Raleigh area role. The position focuses on budgeting, forecasting, financial modeling, KPI development, variance analysis, and executive reporting.

The candidate will partner with operational leaders, deliver insights, and help leadership make data-driven decisions in a fast-paced environment with opportunities for high-visibility and impact.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of FP&A, financial analysis, or corporate finance experience.
• Strong financial modeling, budgeting, and forecasting experience.
• Advanced Microsoft Excel and PowerPoint skills.
• Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently while managing multiple priorities.

Responsibilities

• Support and enhance budgeting, forecasting, and financial modeling processes.
• Analyze trends across revenue, operating expenses, cost of sales, capital expenditures, and KPIs.
• Monitor variances to budget, forecast, and prior periods.
• Develop financial models and analyses to support strategic initiatives.
• Assist with monthly and quarterly forecasting cycles.
• Prepare monthly and quarterly management reporting packages.
• Develop KPI dashboards and performance metrics.
• Support executive leadership and board presentation materials.

Skills

Financial modeling

Budgeting

Forecasting

Excel

PowerPoint

Analytical skills

Communication

Independence

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

NetSuite

Job description

FP&A Manager

Location - North Raleigh

About the Role

A private equity-backed, multi-location services organization is seeking an FP&A Manager or Senior Financial Analyst to join its finance team. This role will be responsible for corporate budgeting, forecasting, financial modeling, KPI development, variance analysis, and executive reporting.

Reporting to the Directorof FP&A, this individual will play a critical role in helping leadership make data-driven decisions by delivering meaningful financial insights, improving reporting capabilities, and partnering with operational leaders throughout the organization.

The ideal candidate is analytical, self-motivated, highly collaborative, and comfortable operating in a fast-paced environment where curiosity and problem-solving are highly valued.

Key Responsibilities

Financial Planning & Analysis

• Support and enhance budgeting, forecasting, and financial modeling processes
• Analyze trends across revenue, operating expenses, cost of sales, capital expenditures, and key performance indicators
• Monitor business performance and identify drivers behind variances to budget, forecast, and prior periods
• Develop financial models and analyses to support strategic initiatives and decision-making
• Assist with monthly and quarterly forecasting cycles

Reporting & Executive Insights

• Prepare monthly and quarterly management reporting packages
• Develop meaningful KPI dashboards and performance metrics
• Support preparation of executive leadership and board presentation materials
• Deliver actionable recommendations and insights based on financial and operational results

Business Intelligence & Analytics

• Develop and maintain dashboards, reports, and analytics tools
• Utilize Power BI or similar business intelligence platforms to improve reporting and visibility
• Analyze complex financial and operational data sets to identify opportunities and risks
• Improve reporting processes and data accessibility across the organization

Business Partnership

• Partner with operational and departmental leaders to provide financial guidance and support
• Assist business leaders in understanding financial performance and decision-making impacts
• Support strategic planning and operational improvement initiatives

Process Improvement

• Evaluate existing processes and identify opportunities to improve efficiency and reporting accuracy
• Support ongoing enhancement of planning, forecasting, and reporting tools
• Help establish scalable reporting processes and best practices across the organization

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3+ years of FP&A, financial analysis, or corporate finance experience
• Strong financial modeling, budgeting, and forecasting experience
• Advanced Microsoft Excel and PowerPoint skills
• Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow
• Excellent analytical, organizational, and communication skills
• Ability to work independently while managing multiple priorities

Preferred

• Experience with Power BI or other business intelligence tools
• Experience with NetSuite or similar ERP systems
• Experience within a private equity-backed organization
• Experience supporting multi-location or operationally complex businesses
• Experience preparing executive-level reporting and presentations

Role Highlights

• Hybrid schedule with flexibility in the North Raleigh/Wake Forest area
• High-visibility FP&A role with direct exposure to senior leadership
• Ownership of budgeting, forecasting, variance analysis, and financial modeling
• Significant business partnering opportunities with operational leaders
• Opportunity to influence decision-making through data and analytics
• Strong emphasis on process improvement, financial reporting, and KPI development
• Open to candidates at either the Senior Financial Analyst or FP&A Manager level, depending on experience

Ideal Backgrounds

• Senior Financial Analyst ready for broader ownership and visibility
• FP&A Manager seeking a hands-on role with strategic impact
• Finance professionals with strong budgeting, forecasting, and reporting experience
• Candidates with experience supporting multi-location, operationally complex, or private equity-backed businesses
• Individuals who enjoy digging into business drivers, solving problems, and turning data into actionable insights

Benefits and Compensation

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

• The individual may also be eligible for discretionary bonuses.
• The individual can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.