Strategic FP&A Manager - Hybrid, High-Impact Forecasting

StevenDouglas; Wake Forest (NC); Hybrid; USD 90,000 - 140,000; Full time

Job summary

StevenDouglas is seeking an FP&A leader to join a private equity-backed portable moving and storage business. The role partners with the CFO and executives to drive forecasting, modeling, and performance analysis, shaping the function in a lean team.

In this hybrid role, you will own budgeting and forecasting, develop financial models for strategic initiatives, and provide actionable insights to guide pricing, expansion, and capital investments.

Qualifications

• 5+ years of FP&A, corporate finance, or similar analytical role.
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Advanced Excel and financial modeling skills.
• Ability to translate data into actionable business insights.
• Experience with BI tools like Power BI or Tableau.
• Strong communication skills for senior leadership presentations.
• Experience partnering with non-finance leaders.
• Familiarity with ERP and financial systems.

Responsibilities

• Lead budgeting, forecasting, and financial modeling processes.
• Analyze unit and market performance to provide insights to leadership.
• Develop models for pricing, expansion, capital investments, and strategic initiatives.
• Partner with Operations and Sales to analyze costs, volume, mix, profitability.
• Prepare reporting and presentations for executive leadership, the Board, and private equity sponsor.
• Identify opportunities to automate reporting and improve self-service analytics.
• Partner with Accounting to connect financial results with forecasts and budgets.

Skills

Advanced Excel

Financial modeling

BI tools (Power BI, Tableau)

Communication skills

ERP/Financial systems

Education

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

Tools

NetSuite

Job description

StevenDouglas is seeking an FP&A leader to join a private equity-backed portable moving and storage business. The role partners with the CFO and executives to drive forecasting, modeling, and performance analysis, shaping the function in a lean team.

In this hybrid role, you will own budgeting and forecasting, develop financial models for strategic initiatives, and provide actionable insights to guide pricing, expansion, and capital investments.