FP&A Manager/M&A Manager

Ledgent; Phoenix (AZ); On-site; USD 140,000 - 160,000; Full time

Job summary

Ledgent in Phoenix seeks an analytical FP&A / M&A Manager to lead financial planning, forecasting, corporate development, and transaction support for strategic initiatives.

Reporting to the VP of Finance, you will build models, manage budgets, perform due diligence, and prepare presentations for executives and boards. We value a data-driven approach and strong communication with cross-functional partners.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 6+ years of progressive experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Corporate Development, or related disciplines.
• Strong financial modeling, valuation, and analytical skills.
• Experience supporting mergers, acquisitions, due diligence, and transaction execution.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience creating executive-level financial presentations and business recommendations.

Responsibilities

• Lead the annual budgeting, long-range planning, and monthly forecasting processes.
• Develop and maintain financial models to support business planning, investment decisions, and strategic initiatives.
• Prepare monthly, quarterly, and annual management reporting packages for executive leadership.
• Analyze financial and operational performance, identifying trends, risks, and opportunities.
• Partner with business leaders to develop actionable recommendations that drive revenue growth, profitability, and cash flow improvements.
• Support Board, investor, and executive presentations with meaningful financial insights.
• Monitor KPIs and provide variance analysis against budget, forecast, and prior year results.
• Improve and automate financial reporting tools, dashboards, and planning processes.
• Support acquisition strategy through target identification, financial analysis, and valuation modeling.
• Coordinate financial due diligence and work with external advisors, investment bankers, auditors, and legal counsel.
• Evaluate acquisition opportunities, strategic partnerships, and divestiture transactions.
• Develop investment memorandums and executive-level presentations supporting transaction recommendations.
• Assist with post-merger integration planning, synergy tracking, and performance measurement.
• Monitor industry trends, market activity, and competitive intelligence to support growth strategy.
• Serve as a trusted business partner to executive leadership.
• Conduct scenario planning and sensitivity analysis to evaluate strategic alternatives.
• Support capital allocation decisions and business case development.
• Contribute to strategic initiatives including market expansion, product launches, and organizational investments.

Skills

Financial modeling

Forecasting

Budgeting

Variance analysis

Executive communication

Stakeholder management

Independent work

Education

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

Tools

Excel

PowerPoint

Power BI

Tableau

Adaptive Planning

Anaplan

Hyperion

Job description

We are seeking a highly analytical and strategic FP&A / M&A Manager to lead financial planning, forecasting, corporate development, and transaction support activities. This role is ideal for a finance professional who combines strong operational finance expertise with experience evaluating acquisitions, conducting financial due diligence, and supporting executive-level strategic decisions.

Reporting to the VP of Finance, the FP&A / M&A Manager will play a key role in driving financial performance, identifying growth opportunities, and executing mergers, acquisitions, and other strategic initiatives.

Key Responsibilities

Financial Planning & Analysis

• Lead the annual budgeting, long-range planning, and monthly forecasting processes.
• Develop and maintain financial models to support business planning, investment decisions, and strategic initiatives.
• Prepare monthly, quarterly, and annual management reporting packages for executive leadership.
• Analyze financial and operational performance, identifying trends, risks, and opportunities.
• Partner with business leaders to develop actionable recommendations that drive revenue growth, profitability, and cash flow improvements.
• Support Board, investor, and executive presentations with meaningful financial insights.
• Monitor key performance indicators (KPIs) and provide variance analysis against budget, forecast, and prior year results.
• Improve and automate financial reporting tools, dashboards, and planning processes.

Mergers & Acquisitions

• Support acquisition strategy through target identification, financial analysis, and valuation modeling.
• Perform detailed financial modeling, including DCF, comparable company analysis, precedent transactions, ROI, and accretion/dilution analyses.
• Coordinate financial due diligence and work with external advisors, investment bankers, auditors, and legal counsel.
• Evaluate acquisition opportunities, strategic partnerships, and divestiture transactions.
• Develop investment memorandums and executive-level presentations supporting transaction recommendations.
• Assist with post-merger integration planning, synergy tracking, and performance measurement.
• Monitor industry trends, market activity, and competitive intelligence to support growth strategy.

Strategic Finance

• Serve as a trusted business partner to executive leadership.
• Conduct scenario planning and sensitivity analysis to evaluate strategic alternatives.
• Support capital allocation decisions and business case development.
• Contribute to strategic initiatives including market expansion, product launches, and organizational investments.

Compensation range: $140-160k

Local Phoenix area candidates only.

Desired Skills and Experience

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 6+ years of progressive experience in FP&A, Corporate Finance, Investment Banking, Transaction Advisory, Corporate Development, or related disciplines.
• Strong financial modeling, valuation, and analytical skills.
• Experience supporting mergers, acquisitions, due diligence, and transaction execution.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience creating executive-level financial presentations and business recommendations.
• Strong understanding of budgeting, forecasting, and financial statement analysis.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to work independently in a fast-paced, high-growth environment.

Preferred Qualifications

• MBA, CPA, CFA, or equivalent advanced certification.
• Experience in private equity-backed, publicly traded, or acquisitive organizations.
• Knowledge of Power BI, Tableau, Adaptive Planning, Anaplan, Hyperion, or similar planning tools.
• Experience leading cross-functional projects and integration efforts.
• Prior exposure to SaaS, technology, healthcare, manufacturing, aerospace, government contracting, or professional services industries.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.