Senior Manager Financial Planning Analysis

Confidential Jobs; Atlanta (GA); On-site; USD 120,000 - 170,000; Full time

Job summary

Confidential Jobs seeks a Senior Manager, FP&A to lead enterprise planning, forecasting, and financial modeling for a private equity-backed multi-site organization.

You will partner with executives, BU leaders, and investors to deliver robust reporting, drive planning accuracy, and support strategic decisions in a fast-paced environment.

Qualifications

• 6+ years of FP&A or related analytics experience.
• Experience delivering consolidated executive, board, and leadership reporting across multiple units/regions.
• Strong financial modeling skills including driver-based forecasting and long-range planning.
• Knowledge of balance sheet and cash-flow mechanics beyond the P&L.
• Experience with consolidation/planning/reporting platforms (OneStream/Hyperion/Longview/Anaplan/Adaptive).
• Excellent communication and presentation skills; able to influence stakeholders.

Responsibilities

• Own enterprise-wide performance reporting for executives, board, and sponsor audiences.
• Lead the annual operating plan, quarterly forecasts, and long-range planning cycles.
• Partner with cross-functional leaders to challenge planning assumptions and drive accuracy.
• Conduct variance analysis and KPI reporting against budget and targets.
• Build and maintain financial models and scenario analyses for strategic decisions.
• Support covenant analysis, leverage calculations, and sponsor reporting packages.
• Present executive-level insights and recommendations to senior leadership.
• Drive FP&A improvements, automation, and data quality across systems.
• Assist in acquisition integration and finance transformation initiatives.

Skills

Financial modeling

Executive reporting

Forecasting

Variance analysis

KPI reporting

Presenter to executives

Cross-functional leadership

Education

Bachelor’s degree in Finance/Accounting/Econ/Business

Master’s degree preferred

Tools

OneStream

Hyperion

Longview

Anaplan

Adaptive Planning

Advanced Excel

Job description

A rapidly growing, private equity-backed, multi-site organization is seeking a strategic and hands-on Senior Manager, FP&A to join its finance leadership team. This is a high-impact opportunity with an established business that operates through a broad network of locations and serves a diverse base of professional customers across residential, commercial, industrial, and infrastructure-related markets.

The organization is continuing to grow through a combination of organic expansion and acquisitions, creating an excellent opportunity for a finance leader who enjoys building scalable processes, improving reporting, and partnering closely with executive leadership and investors. The Senior Manager, FP&A will play a key role in enterprise planning, performance management, financial modeling, board and sponsor reporting, and strategic decision support.

Position Overview:

The Senior Manager, FP&A will lead enterprise-wide analysis, forecasting, reporting, financial modeling, process improvement, and finance transformation initiatives. This role blends strategic visibility with hands-on ownership and will work closely with senior executives, business-unit leaders, and private equity stakeholders.

The ideal candidate is highly analytical, commercially minded, and comfortable working in a fast-paced, evolving environment. This individual should be able to translate complex financial data into clear insights, recommendations, and actionable business decisions.

Key Responsibilities:

• Own enterprise performance reporting across the income statement, balance sheet, and cash flow statement for executive leadership, board, and sponsor audiences.
• Lead the annual operating plan, quarterly forecasting process, and long-range planning cycle, including development of planning assumptions, models, outputs, and presentations.
• Partner cross-functionally with operational and functional leaders to validate, document, and challenge planning assumptions, including macroeconomic, market, volume, pricing, margin, labor, and other operating drivers.
• Conduct detailed variance analysis and KPI reporting, comparing actual results to budget, forecast, prior-year performance, and strategic targets.
• Build and maintain financial models, investment cases, scenario analyses, and "what-if" modeling to support strategic decisions and capital allocation.
• Support covenant-compliance analysis, including EBITDA adjustments, leverage calculations, lender reporting, and debt-related analysis.
• Own and enhance private equity sponsor reporting packages and participate in direct interactions with sponsor stakeholders.
• Prepare and present executive-level financial reporting, performance insights, and recommendations to senior leadership.
• Identify and lead opportunities to improve FP&A reporting, planning processes, automation, data quality, and financial systems.
• Support acquisition integration, business transformation, and other enterprise-level finance initiatives as needed.

Required Qualifications:

• Bachelors degree in Finance, Accounting, Economics, Business, or a related field.
• 6+ years of progressive experience in FP&A, corporate finance, strategic finance, financial analysis, investment banking, consulting, or a related analytical role.
• Experience developing consolidated executive, board, and leadership reporting across multiple business units, regions, legal entities, or operating locations.
• Strong financial modeling skills, including driver-based forecasting, three-statement modeling, scenario analysis, business cases, and long-range planning.
• Demonstrated knowledge of financial statements beyond the P&L, including balance-sheet and cash-flow mechanics.
• Experience with a financial consolidation, planning, or reporting platform such as OneStream, Hyperion, Longview, Anaplan, Adaptive Planning, or a comparable system.
• Advanced Microsoft Excel skills.
• Strong communication and presentation skills, with the ability to explain complex financial concepts to operational and executive audiences.
• Ability to lead cross-functional initiatives and influence stakeholders without direct authority.

Preferred Qualifications:

• Masters degree in Business Administration, Finance, Economics, Accounting, or a related discipline.
• Experience supporting a private equity-backed organization, including sponsor reporting, lender reporting, covenant compliance, leverage analysis, or transaction-related work.
• Background in investment banking, transaction advisory, strategy consulting, corporate development, or another analytically rigorous environment.
• Experience in a multi-site, branch-based, distribution, industrial, manufacturing, building-products, logistics, or field-services environment.
• Experience supporting finance transformation, reporting automation, acquisition integration, or process standardization initiatives.

Why This Opportunity

This position offers exceptional visibility and an opportunity to make a measurable enterprise-level impact. The successful candidate will work directly with senior finance and operational leaders, gain exposure to executive, board, lender, and sponsor audiences, and help shape the planning, reporting, and decision-support capabilities of a business that is actively growing and evolving.

The organization offers a collaborative environment for someone who enjoys solving complex problems, building scalable finance processes, and using data to drive better business outcomes.