Financial Planning and Analysis Manager

J2T Recruiting; Westminster (CO); On-site; USD 160,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health benefits

Retirement plan

Paid time off (PTO)

Job summary

J2T Recruiting in Westminster, CO, is seeking an FP&A Manager/Senior Manager to own forecasting cycles, three-statement modeling, and board reporting. You will partner with regional CFOs and accounting teams in a fast-growing, multi-entity environment.

The role requires 10–15+ years in FP&A or corporate finance, a finance degree, and hands-on experience with project-based accounting (ASC 606) and ERP tooling such as Viewpoint Vista.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 10 to 15+ years of progressive FP&A or corporate finance experience.
• Proven capability in complex three-statement modeling, budgeting, and rolling balance sheet management.
• Experience in both small-company environments and larger, structured finance processes.
• Strong understanding of project-based financials and ASC 606 accounting.

Responsibilities

• Own and maintain monthly, quarterly, and annual forecasting cycles and three-statement financial models.
• Build and manage service-line financial reporting with MTD/YTD performance and rolling balance sheets.
• Prepare and present comprehensive reporting packages for Board and executive leadership.
• Manage corporate SG&A, interest, and amortization forecasting and analysis.
• Ensure covenant compliance and recurring bank reporting requirements.

Skills

Forecasting

Financial modeling

Budgeting

Communication

Education

Bachelor's degree in Finance or Accounting

Tools

Viewpoint Vista

Job description

• Massive Growth Trajectory: Join a private equity-backed leader scaling rapidly through organic growth and aggressive M&A execution.
• High-Impact Visibility: Report directly to leadership and serve as the FP&A subject matter expert across multiple service lines.
• Best of Both Worlds: Enjoy a collaborative, family-oriented, "wear-multiple-hats" culture backed by the financial strength of a $1B–$2B enterprise.
• Build & Elevate: Play a key role in building out scalable reporting models, forecasting structures, and operational insights as the business expands.

Why this job – FINANCIAL PLANNING & ANALYSIS MANAGER:/SENIOR MANAGER

Join this dynamic, high-growth company in this newly created FP&A Manager/Senior Manager role. This role serves as a strategic partner to leadership, requiring a finance professional who thrives in a fast-paced environment and brings experience implementing best-in-class financial practices in both small, high-growth companies and large enterprises. You will own core forecasting cycles, three-statement financial modeling, corporate SG&A, and board-level reporting while partnering closely with regional CFOs. If you want to take full ownership of the FP&A function within an agile, growing team, this is the perfect career move.

What You'll Actually Do:

• Own and maintain the monthly, quarterly, and annual forecasting cycles and three-statement financial models.
• Build and manage service-line financial reporting, tracking MTD and YTD performance along with rolling balance sheets.
• Prepare and present comprehensive reporting packages for the Board of Directors and executive leadership.
• Manage corporate SG&A, interest, and amortization forecasting and analysis.
• Ensure strict adherence to covenant compliance and manage recurring bank reporting requirements.
• Partner cross-functionally with regional CFOs and accounting teams to streamline financial reporting processes across entities.

To Be Successful in This Role, You Will Need:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 10 to 15+ years of progressive experience in FP&A or corporate finance.
• Proven capability in complex three-statement modeling, budgeting, and rolling balance sheet management.
• Experience working in both small-company environments (wearing multiple hats) and larger companies with structured, public-company-style finance processes.
• Strong understanding of project-based financials, cash flows, and percentage-of-completion (POC / ASC 606) accounting.
• Experience in construction, contracting, engineering, oil & gas, or adjacent project-driven industries is strongly preferred.
• Excellent communication and soft skills—personable, approachable, collaborative, and highly adaptable.
• Familiarity with ERP/reporting tools like Viewpoint Vista is a major plus.

Where and How Much:

• Target Compensation: $160K – $180K, 15% bonus (historically paying out at 100%+).
• Location: Westminster fully onsite
• Benefits: Comprehensive health, retirement, and PTO benefits package.