Head of FP&A

Elevate Recruiting; Cleveland (OH); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial services firm in Cleveland is seeking a high-impact Senior FP&A Manager to lead the financial planning and analysis function. The role involves building robust models, delivering insights, and driving profitability visibility. Ideal candidates will have over 6 years of FP&A experience and advanced skills in Excel and Power BI. Responsibilities include establishing standardized reporting, preparing lender packages, and managing analytics for strategic decisions. This is a full-time position offering opportunities to influence executive-level financial strategies.

Qualifications

• 6+ years of progressive FP&A experience in high-growth or private equity-backed companies.
• Proven track record of building FP&A processes and reporting structures.
• Advanced proficiency in financial modeling and analytics.

Responsibilities

• Establish repeatable FP&A cadence and analytical outputs.
• Develop core management KPIs in Power BI or Tableau.
• Prepare monthly and quarterly lender reporting packages.

Skills

FP&A experience

Driver-based modeling

Profitability analysis

Advanced Excel

Power BI or Tableau

Communication skills

Education

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

MBA or CFA

Tools

Power BI

Excel

Tableau

Job description

Role Summary

We are seeking a high-impact Senior FP&A Manager to build and lead a best-in-class financial planning, analysis, and reporting function. This role will serve as the CFO’s key strategic analytical partner, establishing reliable decision-grade financial infrastructure, driving forecasting discipline, enhancing profitability visibility, and preparing the company for scalable growth and exit readiness.

The ideal candidate is a hands-on finance leader who can translate complex data into clear insights, build robust models and reporting systems, and deliver immediate value to the business.

Key Responsibilities

• Establish a repeatable FP&A cadence and core analytical outputs, including standardized monthly performance reporting tied to actuals, forecast, and prior year.
• Build and maintain driver-based financial models (volume, price, mix, cost, productivity) that fully reconcile to the General Ledger and CFO reporting.
• Partner with Accounting to ensure clean actuals-to-forecast tie-outs shortly after month-end.
• Develop and automate core management KPIs (Revenue, Gross Margin, Contribution Margin, EBITDA, Working Capital) in Power BI or Tableau.
• Act as the CFO’s primary analytical thought partner on pricing, margin, capex, and commercial decisions.
• Own the creation of monthly Operating Council materials, including financial deep dives and value creation initiative updates.
• Lead the preparation of monthly and quarterly lender reporting packages, including reconciliations, covenant calculations, and MD&A.
• Develop internal reporting materials for monthly Executive Leadership Team (ELT) business reviews.
• Implement a quarterly rolling forecast process with clear variance analysis and identification of forward-looking risks and opportunities.
• Build and maintain a 3–5 year Long-Range Plan aligned with value creation priorities.
• Own forecast integrity by ensuring changes are driven by business inputs rather than post-hoc adjustments.
• Lead the preparation and review of all forecast, Annual Operating Plan (AOP), and long-range plan materials with the CFO.
• Rebuild and maintain SKU, customer, and channel profitability analytics aligned with CFO and Controller definitions.
• Develop monthly margin bridge analyses (price, mix, volume, cost, productivity) to explain performance variances.
• Provide fact-based profitability analysis to support pricing, SKU rationalization, and commercial decisions.
• Embed profitability views into quoting, bidding, pricing, and product portfolio management processes.
• Partner with Operations and Commercial teams to quantify the EBITDA impact of margin and productivity initiatives.
• Ensure FP&A models and analytics are fully prepared for Quality of Earnings (QofE), diligence, and exit processes, with documented assumptions and clear tie-outs.
• Own and continuously maintain the FP&A “Data Book” as the single source of truth for exit, diligence, add-on acquisitions, and refinancing processes.
• Build standardized, refreshable views of revenue, margin, EBITDA, working capital, and operational KPIs segmented by customer, product, service, channel, and geography.
• Support the CFO in developing and articulating a compelling growth, margin expansion, scalability, and cash conversion narrative.
• Actively support data room updates, lender discussions, and M&A diligence processes.
• Continuously evaluate forecasts and initiatives for EBITDA quality, cash sustainability, and implications on exit multiples.

Qualifications & Experience

• 6+ years of progressive FP&A experience, ideally in a private equity-backed, high-growth, or middle-market company.
• Proven track record of building FP&A processes, models, and reporting from the ground up.
• Strong experience with driver-based modeling, rolling forecasts, profitability analysis, and long-range planning.
• Advanced proficiency in Excel, Power BI (or Tableau), and financial systems.
• Experience with lender reporting, covenant compliance, and exit/diligence preparation is strongly preferred.
• Excellent communication and presentation skills with the ability to influence and partner at the Executive level.
• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CFA is a plus.