FP&A Manager

KBW Financial; Sterling (MA); On-site; USD 125,000 - 130,000; Full time

Job summary

KBW Financial in Sterling, MA is seeking an FP&A Manager to lead budgeting, forecasting and financial analysis. The role reports to the CFO and is a high-visibility position within a PE-backed manufacturing environment.

Key duties include building models around M&A, delivering rolling forecasts and KPI dashboards, and partnering with multiple departments to drive performance. Strong Excel and BI tool skills are essential.

Qualifications

• Bachelor's degree in finance or related field.
• 7-10 years of progressive FP&A experience with hands-on analytical focus.
• Strong financial modeling and forecasting skills.
• Exposure to M&A, acquisition modeling and integration preferred.
• Advanced Excel skills and experience with BI tools (Power BI, Tableau) required.
• Experience working with integrated ERP systems.
• Private equity backed manufacturing experience preferred.

Responsibilities

• Build and lead annual budgeting process.
• Build out and maintain rolling forecasts monthly, quarterly and annually.
• Perform budget to actual analysis and comment on variances.
• Develop models around M&A.
• Serve as a finance business partner to several internal departments.
• Create dashboards and tools to enhance performance/KPIs.
• Responsible for cash reporting and cash flow modeling; assist covenant reporting.
• Assist with reporting to the Private Equity firm.
• Identify bottlenecks and drive process improvements to automate cyclical tasks.
• Assist with ERP implementation projects.
• Work with and report to the CFO.
• Assist with other ad hoc duties.

Skills

Financial modeling

Forecasting

Power BI

Tableau

Advanced Excel

ERP systems

M&A experience

Private equity environment

Education

Bachelor's degree in finance or related field

Tools

Power BI

Tableau

ERP systems

Job description

Back FP&A Manager Director of FP&A Sterling , Massachusetts Perm 125000 Oct 7, 2026 $125000.00 - $130000.00 KBW has recently partnered with a private equity backed manufacturing organization in the greater Worcester area that’s actively looking to hire a FP&A Manager to their team. This will be a high growth and highly visible role in the organization and will be an excellent opportunity for someone looking to push their career forward. The FP&A Manager is reporting directly to the CFO and will help build out the planning and analysis function for the organization! This is a direct hire opportunity and they’re looking to interview as soon as possible.

Main Responsibilities

• Build and lead annual budgeting process
• Build out and maintain rolling forecasts on a monthly, quarterly and annual basis
• Perfect budget to actual analysis and provide commentary on variances
• Develop models around M&A
• Serve as a finance business partner to several other internal departments
• Create dashboards and tools to help gain a stronger understanding around performance/ KPI’s
• Responsible for cash reporting and cash flow modeling (Support with covenant reporting as well)
• Assist with reporting to the Private Equity firm
• Identifying bottlenecks and creating new process improvements to automate cyclical tasks
• Assist with ERP implementation projects
• Work with and report to the CFO!
• Assisting with other ad hoc duties

Qualifications

• Bachelors degree in finance or related field
• Minimum of 7-10 years of progressive, hands on analytical FP&A experience
• Strong experience with financial modeling and forecasting
• Exposure to M&A, acquisition modeling and integration is preferred
• Advanced Microsoft excel skills as well as strong technical skills are required (Power BI, Tableau, or similar reporting/ BI tools)
• Experience working in integrated ERP Systems
• Experienced working in a private equity backed manufacturing environment is preferred

The compensation for this role is 120-130K + Bonus depending on experience.