Strategic FP&A Leader & CFO Partner

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

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.