What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Finatal?
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).