What are the responsibilities and job description for the Financial Planning and Analysis Manager position at cbh?
Financial Planning and Analysis Manager
Cherry Bekaert Evansville, Indiana, United States (Hybrid)
Manager, Regional Finance
Development/Engineering‑Based Operations | PE‑Backed Growth Platform
Competitive salary Bonus Excellent Culture & Growth
The Opportunity
We are partnering with a private‑equity backed, rapidly growing engineering and infrastructure services organization to identify a Manager, Regional Finance. This is a newly created and high‑impact role supporting project‑driven operations across multiple business units and acting as a key financial partner to operational leadership.
This position sits at the intersection of field operations and corporate FP&A, offering meaningful ownership of forecasting, budgeting, and performance analysis in a hands‑on, execution‑oriented environment. The organization is actively scaling through acquisitions, creating strong exposure to integration, systems, and process improvement initiatives.
What You’ll Do
What We’re Looking For
Why This Role Stands Out
Ideal Backgrounds (Not Required, but Highly Relevant)
Cherry Bekaert Evansville, Indiana, United States (Hybrid)
Manager, Regional Finance
Development/Engineering‑Based Operations | PE‑Backed Growth Platform
Competitive salary Bonus Excellent Culture & Growth
The Opportunity
We are partnering with a private‑equity backed, rapidly growing engineering and infrastructure services organization to identify a Manager, Regional Finance. This is a newly created and high‑impact role supporting project‑driven operations across multiple business units and acting as a key financial partner to operational leadership.
This position sits at the intersection of field operations and corporate FP&A, offering meaningful ownership of forecasting, budgeting, and performance analysis in a hands‑on, execution‑oriented environment. The organization is actively scaling through acquisitions, creating strong exposure to integration, systems, and process improvement initiatives.
What You’ll Do
-
- Own monthly forecasting and annual budgeting for assigned operating units
- Consolidate and analyze financial performance, projections, and trends for business and executive leadership
- Partner directly with operations and sales leaders to drive margin, cost, and performance insights
- Analyze SG&A, project profitability, backlog, and cost‑to‑complete metrics
- Build and maintain financial models to support planning, scenario analysis, and decision‑making
- Monitor cash flow, billing cadence, and collections timing across project portfolios
- Identify risks and opportunities and support mitigation planning
- Act as a key liaison between business units and corporate FP&A on systems, forecasting, and process improvements
What We’re Looking For
-
- 7–10 years of FP&A experience in a project‑based environment (construction, engineering, energy services, infrastructure, or similar)
- Demonstrated experience supporting multiple business units or regions
- Strong understanding of project economics, forecasting, and cash flow dynamics
- Advanced Excel and PowerPoint skills with the ability to translate data into clear insights
- ERP experience required (IFS, Oracle, SAP, NetSuite, JD Edwards, Viewpoint, Deltek, or similar)
- Bachelor’s degree in Finance or Accounting; MBA or CPA preferred
- Comfortable operating in a fast‑paced, evolving, PE‑backed environment
- Confident communicator able to engage with leaders at all levels
Why This Role Stands Out
-
- True business‑partner role with direct exposure to operational and executive leadership
- PE‑backed growth platform with acquisition and integration experience
- Project‑based environment where FP&A directly influences outcomes
- Flexible hybrid work model (with access to a Midwest office)
- Competitive compensation, bonus potential, strong benefits, and PTO
- Long‑term career growth within a stable yet expanding organization
Ideal Backgrounds (Not Required, but Highly Relevant)
-
- Construction or engineering services FP&A
- Energy efficiency or infrastructure project finance
- EPC, design‑build, or industrial services organizations