FP&A Manager

CFS; Shelton (CT); On-site; USD 140,000 - 160,000; Full time

Job summary

CFS in Shelton, CT is seeking an FP&A Manager to own budgeting, forecasting and long‑range planning under the CFO. You will build complex financial models, analyze performance, and partner with executives to shape strategy.

You will mentor the FP&A team and drive automation and advanced reporting. SaaS/PE‑backed experience is preferred but not required; onsite role with strong leadership exposure.

Qualifications

• Experience leading FP&A, budgeting, forecasting and long‑range planning.
• Strong financial modeling and ability to present to executives.
• Ability to partner with departments and drive strategy.
• Proficiency in Excel and automation tools for reporting.
• SaaS or Private Equity‑backed experience is preferred but not required.

Responsibilities

• Lead the annual budgeting, forecasting, and long‑range planning processes.
• Develop complex financial models and scenario analyses for strategic initiatives.
• Prepare board presentations and monthly financial reviews.
• Analyze KPIs and financial trends; provide actionable recommendations.
• Partner with leaders on budgeting, headcount planning, and resource allocation.
• Mentor FP&A team and drive best practices.
• Drive automation and AI‑driven improvements in reporting.
• Collaborate with CFO on acquisitions, pricing and executive decisions.

Skills

FP&A experience

Budgeting

Forecasting

Financial modeling

Executive presentations

Business partnering

Advanced Excel

Automation/AI

ERP experience

SaaS/PE exposure

Tools

NetSuite

Job description

Shelton, CT | Onsite

$140,000-$160,000 Preferred (Flexibility for the Right Candidate) + 15% Bonus

Why This FP&A Manager Opportunity?

We’re partnering with a rapidly growing healthcare technology company seeking an FP&A Manager to join its expanding finance team. Reporting directly to the CFO, this is a highly visible leadership role that will drive budgeting, forecasting, strategic planning, and financial decision‑making across the organization.

This is an excellent opportunity for an experienced FP&A professional who enjoys partnering with executive leadership, building financial models, mentoring junior team members, and helping shape the financial strategy of a fast‑growing business. SaaS and/or Private Equity‑backed experience is preferred but not required.

FP&A Manager Responsibilities

• Lead the company's annual budgeting, forecasting, and long‑range planning processes


• Develop complex financial models, scenario analyses, and business cases to support strategic initiatives


• Prepare board presentations, executive reporting packages, and monthly financial reviews


• Analyze business performance, KPIs, and financial trends while providing actionable recommendations to leadership


• Partner with department leaders to support budgeting, headcount planning, and resource allocation


• Manage and mentor the FP&A team while helping develop best practices across the finance function


• Drive process improvements through automation, AI tools, and enhanced financial reporting


• Collaborate closely with the CFO on strategic initiatives, acquisitions, pricing analysis, and executive decision‑making

Preferred Qualifications For The FP&A Manager

• 7-10+ years of progressive FP&A experience with leadership responsibilities


• Proven experience leading budgeting, forecasting, and financial planning processes


• Strong financial modeling, business partnering, and executive presentation skills


• Experience preparing board‑level reporting and supporting senior leadership


• Advanced Excel skills with the ability to leverage AI and automation tools to improve efficiency


• NetSuite or similar ERP experience preferred


• SaaS and/or Private Equity‑backed company experience preferred but not required

Compensation & Benefits

• $140,000-$160,000 Base Salary (flexibility for an exceptional candidate)


• 15% Annual Bonus


• Highly visible leadership role reporting directly to the CFO


• Opportunity to influence company strategy and partner with executive leadership


• Join a rapidly growing healthcare technology company during an exciting period of expansion