FP&A Senior Manager

Jobgether; Oregon; Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Remote work (ET/CT)

Health, dental, vision insurance

401(k) with company match

Equity eligibility

Paid time off

Holidays

Career growth opportunities

Job summary

Jobgether, partnering with a growth-focused private equity-backed organization, seeks an FP&A Senior Manager based in the United States. You will own financial planning, budgeting, forecasting, and advanced analytics to support growth from $150M to $250M.

Reporting to the CFO, you'll lead cross-functional collaboration with sales, operations, and project management, leveraging AI-enabled tools to improve profitability and financial visibility across multiple business units.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• At least 6 years FP&A experience, including 3 years in leadership within multi-branch services.
• Experience in private equity-backed environments and >$100M revenue.

Responsibilities

• Lead annual budgeting and rolling forecasts aligned with growth priorities.
• Oversee internal/external reporting, dashboards, and analysis tools.
• Support monthly close, including commissions, payroll, and balance sheet reconciliations.
• Partner with leadership to evaluate profitability and revenue performance.
• Drive analytics using AI-powered tools to enhance forecasting and reporting.
• Collaborate with CFO, controllers, and business leaders to enable data-driven decisions.
• Support M&A analysis and post-merger integration.

Skills

Advanced Excel

PowerPoint

Financial modeling

Data analysis

Business partnering

Executive communication

Education

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

Tools

Excel

PowerPoint

AI tools

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an FP&A Senior Manager based in the United States.As FP&A Senior Manager, you will play a critical role in driving financial strategy, business performance, and sustainable growth within a rapidly expanding, private equity-backed organization. Reporting directly to the CFO, you will have significant exposure to executive leadership and private equity investors while supporting the company's ambitious growth objectives from $150M to $250M and beyond. You will take ownership of financial planning, budgeting, forecasting, reporting, and advanced business analytics, helping transform financial data into actionable insights. Working closely with sales, operations, project management, and finance teams, you will identify performance drivers, improve profitability, and strengthen financial visibility across multiple business units. You will also contribute to acquisition analysis and integration initiatives while introducing modern technologies and AI-driven tools to enhance financial processes. This fully remote opportunity offers substantial autonomy, strategic influence, and the potential to build and lead an FP&A team as the business continues to scale.

Accountabilities

• Lead the annual budgeting process and manage recurring forecasting cycles, ensuring financial plans align with business objectives and growth priorities.
• Oversee internal and external financial reporting, developing efficient reporting processes, dashboards, and analytical tools to improve visibility into business performance.
• Support the monthly financial close process, including commission accruals, payroll analysis, travel expense reviews, and selected balance sheet reconciliations.
• Prepare, analyze, and communicate financial results, investigating significant budget variances and identifying the underlying business drivers.
• Leverage AI-powered technologies and automation to streamline financial analysis, reporting, forecasting, and month-end closing activities.
• Partner with sales leadership to evaluate customer profitability, bookings, backlog trends, and revenue performance.
• Collaborate with Branch General Managers and Project Managers to assess project performance, analyze job profitability, and provide insights into multi-branch profit and loss results.
• Conduct gross margin analysis and ensure accurate alignment between revenue recognition and associated project costs.
• Develop and oversee labor utilization reporting and analysis in collaboration with operations leadership to identify opportunities for improved workforce productivity and profitability.
• Act as a key liaison with private equity investors, preparing, analyzing, and presenting financial information to support strategic discussions and investment decisions.
• Support mergers and acquisitions through financial analysis of potential acquisition targets, due diligence activities, and post-acquisition integration.
• Build strong relationships with the CFO, Controller, General Managers, Operations leadership, and other executives to support informed, data-driven decision-making.
• Continuously improve financial reporting infrastructure, systems, and processes, moving beyond traditional spreadsheet-based approaches toward scalable analytics solutions.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• At least 6 years of professional experience in Financial Planning & Analysis (FP&A), including a minimum of 3 years in an FP&A leadership or lead position within a project-based, multi-branch service business.
• Previous experience working in a private equity-backed organization, ideally within a business generating more than $100M in annual revenue.
• Strong understanding of accounting principles and financial processes, supported by a solid accounting foundation despite the primarily FP&A-focused nature of the position.
• Experience in project-based service industries such as construction, audio-visual services, fire and life safety, engineering, HVAC, or similar sectors.
• Familiarity with percentage-of-completion revenue recognition and work-in-process (WIP) reporting is highly desirable.
• Advanced Microsoft Excel proficiency and strong PowerPoint skills, with the ability to build financial models, analyze complex datasets, and communicate findings effectively.
• Experience developing budgets, forecasts, financial reports, dashboards, and performance analytics to support strategic and operational decisions.
• Strong analytical and problem-solving capabilities, with the ability to investigate financial trends, validate data, identify discrepancies, and translate numbers into meaningful business insights.
• Excellent communication and presentation skills, including the ability to interact confidently with executive leadership, private equity investors, and board-level stakeholders.
• Strong business partnering skills and the ability to establish productive relationships across finance, sales, operations, and project management teams.
• Highly organized and detail-oriented, with the ability to manage multiple priorities, work independently, and deliver accurate results with limited supervision.
• Adaptability and a continuous improvement mindset, with the curiosity and initiative to explore new technologies, improve systems, and proactively resolve challenges.
• Professional, confident, and collaborative approach, combining sound business judgment with the ability to communicate complex financial information clearly and concisely.
• Availability to work remotely from the United States, preferably within the Eastern or Central time zones.

Benefits

• Competitive annual salary ranging from $140,000 to $180,000 , depending on experience and qualifications.
• Fully remote working arrangement for candidates located in the Eastern or Central time zones.
• Comprehensive health, dental, and vision insurance coverage.
• Life insurance benefits.
• 401(k) retirement plan with company matching:
  • 100% match on employee contributions up to 3%.
  • Additional 50% match on the next 2% contributed.
• Paid time off to support work-life balance and personal commitments.
• 11 paid company holidays annually.
• Eligibility for company equity after one year of employment.
• Direct reporting relationship with the CFO and significant visibility with executive leadership and private equity investors.
• Opportunity to contribute to a major business growth journey, supporting expansion from $150M to $250M and beyond.
• Exposure to mergers and acquisitions, strategic financial planning, and high-impact business decisions.
• Opportunity to implement innovative financial technologies, AI-powered tools, and scalable reporting infrastructure.
• Potential to expand the role's responsibilities and build and lead an FP&A team as the organization grows.