Demo

Financial Planning and Analysis Manager

Finatal
York, NY Full Time
POSTED ON 1/6/2026
AVAILABLE BEFORE 2/4/2026

Financial Planning and Analysis Manager

Transportation & Logistics

New York


The Opportunity


We are partnered with a large cap private equity fund ($20bn) on FP&A Manager for one of their portfolio companies ($1bn, $150m EBIDTA). The business is the leading national operator in the transportation and concessions sector and is seeking a FP&A Manager to partner with the CFO and private equity sponsor in driving value creation and preparing the business for a future standalone exit.


The division generates over $600M in revenue. The company recently emerged from restructuring and is now focused on growth, operational discipline, and complex strategic initiatives.

This is a data-driven, execution-heavy role focused on analytics, reporting, and decision support - ideal for an intellectually curious, detail-orientated, and driven finance leader who thrives in fast-paced, change-oriented environments.


The FP&A function is undergoing modernization, and the incoming leader will be instrumental in embedding financial rigor, improving business partnering, and creating scalable, data-driven processes to support decision-making and growth.


Key Responsibilities


  • Serve as a trusted advisor to the Group CFO, Divisional CFO, President of the Division, contributing to strategic and financial decisions.
  • Analytical horsepower: Deep comfort with large data sets, building models, and extracting insights quickly.
  • Execution focus: Highly detail-oriented and capable of driving outputs independently.
  • Drive forward-looking analysis, forecasting, and performance management to support growth and value creation.
  • Present confidently and persuasively to senior executives, investors, and the board.
  • Instill financial rigor, operational discipline, and accountability across the organization.
  • Partner cross-functionally with operations, commercial, and accounting leaders to enhance reporting, planning, and analytics.
  • Establish rapid reporting cycles and drive improvements in monthly/quarterly close-to-report timelines.
  • Support on the development of KPI dashboards, variance analyses, and scenario modeling to support strategic initiatives.
  • Serve as a catalyst for speed and insight, transforming the FP&A function from reactive to proactive business partnering.


Candidate Profile


  • 7 years of progressive FP&A or strategic finance experience, ideally within private equity-backed or fast-moving private company environments.
  • Background in investment banking, consulting, or professional services (e.g., Goldman Sachs, McKinsey, Big 4) preferred.
  • Deep experience with financial modeling, reporting, and KPI management.
  • Exceptionally hands-on and analytical with a strong focus on execution.
  • High EQ, leadership presence, and intellectual curiosity.
  • Hands-on familiarity with modern finance systems (Planful, Great Plains a plus).
  • Must be based in New York (non-negotiable; relocation supported).

Salary.com Estimation for Financial Planning and Analysis Manager in York, NY
$119,988 to $146,256
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