Financial Planning and Analysis Manager

TalentSource360; Tacoma (WA); Presencial; USD 120.000 - 140.000; Jornada completa

Descripción de la vacante

TalentSource360 LLC is seeking an FP&A Manager to lead budgeting, forecasting and financial planning for a PE-backed education services unit. This role partners with operations and reports to Corporate Finance, driving accuracy and business insights.

Responsibilities include end-to-end annual budgeting, driver-based models, monthly forecasts, KPI reporting, and ROI analyses for strategic initiatives, with opportunities to grow as the business scales in a fast-moving environment.

Formación

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 5–8+ years of progressive FP&A, corporate finance or related experience.
• Experience owning a full annual budgeting cycle and managing budgets.
• Strong forecasting experience for revenue and expenses in multi-entity or multi-unit settings.
• Advanced Excel and financial modeling skills; ability to build driver-based models and scenarios.
• Excellent communication to explain financials to non-finance leaders and influence decisions.
• Experience in a private equity–backed environment and exposure to sponsor/lender reporting.
• Experience with FP&A and BI tools (Adaptive Insights, Anaplan, Planful, Power BI, Tableau) and ERP systems.

Responsabilidades

• Own the annual budgeting process end to end for the business unit.
• Build driver-based budget models for revenue, headcount, operating expenses and capex.
• Manage budget throughout the year with variance analysis and corrective actions.
• Lead monthly and quarterly revenue and expense forecasts and rolling forecasts.
• Develop revenue models based on key drivers like enrollments, pricing and mix.
• Forecast expenses including staffing and SG&A; identify cost-saving opportunities.
• Run scenario and sensitivity analysis to support growth plans and risk assessment.
• Provide trusted finance insight to business unit leaders and stakeholders.
• Support strategic initiatives with financial modeling and ROI analysis.
• Track and report KPIs; align budgets with corporate standards and timelines.
• Prepare management reporting packages and variance analysis with commentary.
• Contribute to board, lender and sponsor reporting.

Conocimientos

Excel

Financial modeling

Forecasting

Budgeting

Communication

Power BI

Educación

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

MBA, CPA or CFA (or progress toward one)

Herramientas

Adaptive Insights

Anaplan

Planful

Power BI

Tableau

NetSuite

Workday

Sage Intacct

Descripción del empleo

Location: Washington, DC (Applicants must currently reside in the Washington DC region for consideration)

Industry: Educational Services Sector

Employment Type: Full-Time

Compensation: $120,000-$140,000

About the Company

TalentSource360 is once again conducting a search within the FP&A community for a Manager to join a private-equity backed client in the education sector. For this hire, we are seeking a Finance Manager who will lead FP&A for one of the company's premier business units.

This is a highly visible, hands-on role with ownership of the annual budget and ongoing budget management, plus responsibility for forecasting revenue and capital expenses. You'll be the primary finance partner to the business unit's leaders while also reporting into Corporate Finance, making sure the unit's plans, forecasts and results are accurate, consistent and tied to the company's overall financial goals.

This role suits a finance professional who likes working closely with operators, is comfortable in a PE-backed environment where things move fast and reporting standards are high, and wants room to grow as the business does.

Responsibilities

• Own the annual budgeting process for the business unit end to end: timeline, assumptions, models, stakeholder input and final submission to Corporate.
• Build and maintain detailed, driver-based budget models for revenue, headcount, operating expenses and capital spend.
• Manage the budget throughout the year: track performance, flag variances early, and work with budget owners on corrective actions.
• Set up and enforce budget accountability with department and program leaders, including spend approvals and cost controls.
• Lead monthly and quarterly revenue and expense forecasts, including rolling forecasts and full-year outlooks.
• Build revenue models based on the business's key drivers (e.g., enrollments, contracts, pricing, retention, program mix, seasonality).
• Forecast expenses, including staffing, program delivery costs and SG&A, and identify cost-saving and efficiency opportunities.
• Run scenario and sensitivity analysis to support growth plans, investment decisions and risk assessment.
• Act as the trusted finance advisor to business unit leaders, turning financial results into clear, actionable insights.
• Support strategic initiatives such as new program launches, market expansion, pricing decisions and investment cases with financial modeling and ROI analysis.
• Help define, track and report the KPIs that drive business unit performance.
• Serve as the link between the business unit and Corporate FP&A, keeping budgets, forecasts and actuals aligned with corporate standards and timelines.
• Prepare monthly management reporting packages, including budget-vs-actual and forecast-vs-actual variance analysis with clear commentary.
• Contribute to board, lender and private equity sponsor reporting, including EBITDA bridges and performance updates.
• Work with Accounting on month-end close, accruals and accurate results for the business unit.
• Improve FP&A processes, templates and tools so they scale with the business.
• Use FP&A and BI systems to automate reporting and improve data accuracy and turnaround time.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 5–8+ years of progressive experience in FP&A, corporate finance or a related role.
• Proven experience owning a full annual budgeting cycle and managing budgets throughout the year.
• Strong experience forecasting both revenue and expenses, ideally in a growing, multi-entity or multi-business-unit company.
• Advanced Excel and financial modeling skills (driver-based models, scenario analysis).
• Excellent communication skills, with the ability to explain financial results to non-finance leaders and influence decisions.
• Comfort with a matrixed, dual-reporting structure and competing priorities.
• Experience in a private equity–backed company, with exposure to sponsor and lender reporting.
• MBA, CPA or CFA (or progress toward one).
• Experience with FP&A and BI tools (e.g., Adaptive Insights, Anaplan, Planful, Power BI, Tableau) and ERP systems (e.g., NetSuite, Workday, Sage Intacct).