Manager, FP&A

Chamberlain Advisors, LLC; Austin (TX); Remote; USD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a detail-oriented Manager of Financial Planning & Analysis to lead financial strategy in a dynamic, rapidly growing environment. This role involves overseeing budgeting, forecasting, and cash flow management while ensuring compliance with financial regulations. You will collaborate with Controllers on M&A and support ERP implementations, driving process improvements and operational efficiency. If you possess a strong financial acumen and a passion for strategic insights, this is an exciting opportunity to make a significant impact in a thriving organization.

Qualifications

• 5+ years of experience in financial planning and analysis required.
• Strong analytical abilities and attention to detail are essential.

Responsibilities

• Oversees budgeting, forecasting, and financial planning for the business.
• Prepares variance analysis and financial models for decision-making.

Skills

Financial Planning

Budgeting

Forecasting

Cash Flow Management

Analytical Skills

Problem Solving

Interpersonal Skills

Communication Skills

Strategic Thinking

Education

Bachelor’s degree in Financial Planning, Economics, Accounting, or Business

Tools

Financial Planning Software

ERP Systems

Job description

Position : Manager, Financial Planning & Analysis
Location : Milwaukee, WI
Duration & Type: Full-Time, Monday – Friday; fully REMOTE
Reports to : Chief Financial Officer
Company : PE-backed Commercial Roofing business rapidly expanding across the United States via a roll-up strategy

Chamberlain Advisors is currently conducting an executive search seeking a Manager of Financial Planning & Analysis for its direct client, a rapidly growing PE-backed commercial roofing business services platform. The Manager of FP&A will lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. Reporting to the CFO, this role oversees variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. Additionally, the Manager of FP&A will collaborate with Controllers on M&A, due diligence, and post-acquisition integration, while also supporting ERP implementation, treasury functions, and process improvements. This is an exciting opportunity for a detail-oriented, data-driven finance professional to drive financial strategy, process improvements, and operational efficiency in a dynamic and growing organization.

Core Profile

Alignment with one of these two core profiles is required to get you in the conversation.

1. Manager of FP&A for a PE-backed company: A finance leader with experience supporting the financial strategy and operations of a PE-backed company in the commercial business services or manufacturing sector. Ensures the accuracy and timeliness of monthly, quarterly, and annual consolidated financial reporting, while driving financial planning, budgeting, forecasting, and analysis. Accountable for cash flow management, capital allocation, treasury functions, and financial integrations, providing strategic insights to support growth initiatives.
2. Senior Financial Analyst, Growth-Focused Finance Professional: A results-driven finance professional with experience in financial planning, budgeting, forecasting, and analysis to support business decision-making. Highly analytical with expertise in financial consolidations, bottom-up forecasting and budgeting, material cost analysis, and cash flow projections.

Differentiators

These will set you apart in the selection process.

1. Self-starter & Entrepreneurial Spirit – Desire to want to build, grow, and own the outcomes of a business’s success.
2. Sharp, Strategic Thinking, & Problem Solving – Candidates should describe themselves as sharp, hardworking, and capable of quickly noticing issues, trends, or opportunities.
3. Process Optimization & Continuous Improvement Mindset – Candidates who identify, plan, and spearheaded key business optimization initiatives following industry best practices.
4. Accounting, Financial Planning, Analysis, & Reporting – A CPA-level candidate is preferred, with expertise in financial planning and analysis.
5. Core Leadership Criteria - A results-driven leader with strong professional fortitude, strategic and tactical decision-making skills.
6. Technology Proficiency - A data-driven leader with strong proficiency in financial systems, analytics tools, and ERP platforms.

What you will be accountable for accomplishing

1. Oversees financial planning, budgeting, and forecasting for the business and operating entities.
2. Develops, implements, and maintains accounting policies & procedures to ensure a strong system of internal controls.
3. Prepares variance analysis reports and financial models to support decision-making.
4. Ensures compliance with local, state, and federal laws and regulations.
5. Leads real-time financial performance monitoring, identifying trends and potential risks.
6. Manages the month-end consolidation and reporting process, ensuring accuracy and timeliness.
7. Establishes and tracks key performance indicators (KPIs) and business objectives to measure financial health.
8. Maintains and analyzes data for KPI calculations, providing insights to drive performance improvements.
9. Supports the annual audit process, collaborating with corporate and divisional controllers.
10. Conducts market research and comparative company analysis to identify opportunities and risks.
11. Recommends strategies to enhance financial performance and operational efficiency.
12. Provides financial analyses for capital investments, pricing strategies, and contract negotiations.
13. Ensures compliance with government reporting requirements and tax filings.
14. Assists with M&A activities, partnering with Controllers to facilitate seamless acquisition integrations.
15. Supports ERP system implementation, testing, training, and continuous improvements.
16. Collaborates with management and accounting teams to align financial strategies with business goals.

What qualifications you will need

1. Bachelor’s degree in financial planning, economics, accounting, business, or a related field.
2. Minimum of 5+ years of progressive experience in financial planning, investment analysis, or a related area.
3. Proficient in using financial planning software tools.
4. Exhibits strong financial acumen and quantitative skills.
5. Demonstrates excellent analytical abilities and keen attention to detail.
6. Possesses strong interpersonal, verbal, and written communication skills.
7. Experienced in working within an entrepreneurial environment.
8. Background in supporting a growing company, creating best practices, and developing team members.
9. Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) designation, highly preferred.
10. Experience in construction accounting, not required but highly preferred.
11. Familiarity with mergers and acquisitions (M&A) processes, not mandatory but preferred.