Strategic FP&A Lead for PE-Backed Education Unit

TalentSource360 LLC; Tacoma (WA); On-site; USD 120,000 - 140,000; Full time

Job summary

TalentSource360 LLC is seeking an FP&A Manager to lead budgeting, forecasting and financial planning for a PE-backed education services unit. This role partners with operations and reports to Corporate Finance, driving accuracy and business insights.

Responsibilities include end-to-end annual budgeting, driver-based models, monthly forecasts, KPI reporting, and ROI analyses for strategic initiatives, with opportunities to grow as the business scales in a fast-moving environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or a related field.
• 5–8+ years of progressive FP&A, corporate finance or related experience.
• Experience owning a full annual budgeting cycle and managing budgets.
• Strong forecasting experience for revenue and expenses in multi-entity or multi-unit settings.
• Advanced Excel and financial modeling skills; ability to build driver-based models and scenarios.
• Excellent communication to explain financials to non-finance leaders and influence decisions.
• Experience in a private equity–backed environment and exposure to sponsor/lender reporting.
• Experience with FP&A and BI tools (Adaptive Insights, Anaplan, Planful, Power BI, Tableau) and ERP systems.

Responsibilities

• Own the annual budgeting process end to end for the business unit.
• Build driver-based budget models for revenue, headcount, operating expenses and capex.
• Manage budget throughout the year with variance analysis and corrective actions.
• Lead monthly and quarterly revenue and expense forecasts and rolling forecasts.
• Develop revenue models based on key drivers like enrollments, pricing and mix.
• Forecast expenses including staffing and SG&A; identify cost-saving opportunities.
• Run scenario and sensitivity analysis to support growth plans and risk assessment.
• Provide trusted finance insight to business unit leaders and stakeholders.
• Support strategic initiatives with financial modeling and ROI analysis.
• Track and report KPIs; align budgets with corporate standards and timelines.
• Prepare management reporting packages and variance analysis with commentary.
• Contribute to board, lender and sponsor reporting.

Skills

Excel

Financial modeling

Forecasting

Budgeting

Communication

Power BI

Education

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

MBA, CPA or CFA (or progress toward one)

Tools

Adaptive Insights

Anaplan

Planful

Power BI

Tableau

NetSuite

Workday

Sage Intacct

Job description

TalentSource360 LLC is seeking an FP&A Manager to lead budgeting, forecasting and financial planning for a PE-backed education services unit. This role partners with operations and reports to Corporate Finance, driving accuracy and business insights.

Responsibilities include end-to-end annual budgeting, driver-based models, monthly forecasts, KPI reporting, and ROI analyses for strategic initiatives, with opportunities to grow as the business scales in a fast-moving environment.