Head of FP&A

Ascension Search Partners; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

Ascension Search Partners is seeking an FP&A Manager to strengthen planning, forecasting, performance visibility, and decision support across the company. You will develop reliable financial models, translate business performance into actionable insights, and help leaders make informed decisions that support profitable growth.

The FP&A Manager will own and improve core planning processes, including forecasts, annual budgets, KPIs, variance analyses, and management reporting, partnering with

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business or related field.
• 5+ years of progressive experience in financial planning and analysis, corporate finance, or related discipline.
• Experience developing financial models, forecasts, budgets, variance analyses, and executive reporting.
• Strong understanding of income statements, balance sheets, cash flow, working capital, project economics, and drivers.
• Experience supporting multi-location or project-based organizations strongly preferred.
• Advanced proficiency in Microsoft Excel and financial modeling; ERP/BI platforms preferred.

Responsibilities

• Financial Planning & Forecasting: Develop and maintain financial models, forecasts, and strategic plans.
• Budgeting & Cost Optimization: Lead annual budgeting, monitor performance against targets, identify profitability and cost opportunities.
• Performance Management & KPI Reporting: Establish and track metrics, develop dashboards, analyze trends.
• Financial Analysis & Strategic Decision Support: Provide actionable insights, scenario analyses, and recommendations to executives.
• Operational & Project Financial Performance: Evaluate project profitability, margins, and regional performance.
• Executive & Board Reporting: Prepare clear financial reports and performance narratives for leadership.
• Cross-Functional Partnership & Risk Management: Collaborate to strengthen financial discipline and data quality.

Skills

Financial modeling

Forecasting

Budgeting

KPI reporting

Executive communication

Data analysis

Excel proficiency

Cross-functional collaboration

Problem solving

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

ERP systems

BI platforms

Excel advanced

Job description

The FP&A Manager is responsible for strengthening financial planning, forecasting, performance visibility, and decision support across the company. Reporting to the Chief Financial Officer, this role will develop reliable financial models, translate business performance into actionable insights, and help leaders make informed decisions that support profitable growth. The FP&A Manager will own and improve core planning processes, including forecasts, annual budgets, key performance indicators, variance analysis, management reporting, and financial support for strategic initiatives. The role will work closely with Operations, Sales, Accounting, Technology, Human Resources, and business leaders to connect financial outcomes with operational drivers and ensure leaders understand both current performance and future implications. The successful candidate will combine strong financial and analytical capabilities with business partnership, sound judgment, and clear communication. This individual must be able to move from detailed analysis to executive-level recommendations and present complex financial information in a practical, understandable way.

Primary Duties:

• Financial Planning & Forecasting: Develop and maintain financial models, forecasts, and strategic plans to support business decisions, growth, and long-term financial performance.
• Budgeting & Cost Optimization: Lead annual budgeting efforts, monitor financial performance against targets, and identify opportunities to improve profitability, cost efficiency, and resource allocation.
• Performance Management & KPI Reporting: Establish and track key financial and operational metrics, develop dashboards, and analyze trends to drive accountability and performance improvement.
• Financial Analysis & Strategic Decision Support: Provide actionable financial insights, scenario analyses, and recommendations to executive leadership to support strategic initiatives, investment decisions, and risk mitigation.
• Operational & Project Financial Performance: Partner with operational leaders to evaluate project profitability, margins, labor productivity, and regional performance, identifying risks and opportunities for improvement.
• Executive & Board Reporting: Prepare clear, accurate financial reports, presentations, and performance narratives to support executive and board-level decision-making.
• Cross-Functional Partnership & Risk Management: Collaborate across departments to strengthen financial discipline, improve data quality, manage financial risks, and align business decisions with company objectives.

Educational/Experience Level:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required;
• 5+ years of progressive experience in financial planning and analysis, corporate finance, strategic finance, or a related discipline.
• Demonstrated experience developing financial models, forecasts, budgets, variance analyses, and executive reporting.
• Strong understanding of income statements, balance sheets, cash flow, working capital, project economics, and financial performance drivers.
• Experience supporting multi-location, project-based, construction, restoration, field services, or private-equitybacked organizations strongly preferred.
• Strong analytical and problem-solving capabilities with the ability to identify drivers, patterns, risks, and opportunities.
• Advanced proficiency in Microsoft Excel and financial modeling; experience with ERP, planning, reporting, and business-intelligence platforms preferred.
• Ability to work with large and complex data sets while maintaining accuracy and attention to detail.
• Exceptional written, verbal, and presentation skills, including the ability to communicate financial information to non-financial leaders.
• Demonstrated ability to manage multiple priorities and deliver high-quality work in a fast-paced, evolving environment.
• Strong judgment, discretion, accountability, and executive presence.