Financial Planning and Analysis Manager

StevenDouglas; Wake Forest (NC); Hybrid; USD 90,000 - 140,000; Full time

Job summary

StevenDouglas is seeking an FP&A leader to join a private equity-backed portable moving and storage business. The role partners with the CFO and executives to drive forecasting, modeling, and performance analysis, shaping the function in a lean team.

In this hybrid role, you will own budgeting and forecasting, develop financial models for strategic initiatives, and provide actionable insights to guide pricing, expansion, and capital investments.

Qualifications

• 5+ years of FP&A, corporate finance, or similar analytical role.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Advanced Excel and financial modeling skills.
• Ability to translate data into actionable business insights.
• Experience with BI tools like Power BI or Tableau.
• Strong communication skills for senior leadership presentations.
• Experience partnering with non-finance leaders.
• Familiarity with ERP and financial systems.

Responsibilities

• Lead budgeting, forecasting, and financial modeling processes.
• Analyze unit and market performance to provide insights to leadership.
• Develop models for pricing, expansion, capital investments, and strategic initiatives.
• Partner with Operations and Sales to analyze costs, volume, mix, profitability.
• Prepare reporting and presentations for executive leadership, the Board, and private equity sponsor.
• Identify opportunities to automate reporting and improve self-service analytics.
• Partner with Accounting to connect financial results with forecasts and budgets.

Skills

Advanced Excel

Financial modeling

BI tools (Power BI, Tableau)

Communication skills

ERP/Financial systems

Education

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

Tools

NetSuite

Job description

Work Arrangement: Hybrid — Tuesday & Wednesday in office

Join a rapidly growing, private equity-backed leader in the portable moving and storage industry. This high-visibility FP&A role partners closely with the CFO, executive leadership, and operational teams to drive forecasting, financial modeling, performance analysis, and strategic decision-making. This is an opportunity to join a lean FP&A team and help shape the function while positioning yourself for future FP&A leadership.

Key Responsibilities

• Lead budgeting, forecasting, and financial modeling processes.
• Analyze business unit and market-level performance, providing actionable insights to leadership.
• Develop models to evaluate pricing, market expansion, capital investments, and strategic initiatives.
• Partner with Operations and Sales to analyze costs, volume, mix, and profitability.
• Prepare reporting and presentations for executive leadership, the Board, and private equity sponsor.
• Identify opportunities to automate reporting and improve self-service analytics.
• Partner closely with Accounting to connect financial results with forecasts and budgets.

Qualifications

• 5+ years of experience in FP&A, corporate finance, investment banking, or a comparable analytical role.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Advanced Excel and financial modeling skills.
• Strong understanding of financial statements and ability to translate data into business insights.
• Experience with BI tools such as Power BI or Tableau.
• Strong communication skills and confidence presenting to senior leadership.
• Experience partnering directly with non-finance leaders.
• Familiarity with ERP and financial systems.

Why This Opportunity?

• High Visibility: Direct exposure to the CFO, executive leadership, and operational teams.
• Build the Function: Help evolve and professionalize a growing FP&A organization.
• Career Growth: Clear path toward the #1 FP&A leadership position.
• Strategic Focus: Spend your time on forecasting, modeling, and business guidance—not just historical reporting.
• Strong Foundation: Established NetSuite environment, financial models, and budgeting processes.
• Collaborative Culture: Lean, non-hierarchical team with strong mentorship and cross-functional exposure.