What are the responsibilities and job description for the Financial Planning and Analysis Manager position at firstPRO, Inc?
FP&A Manager
Join a High-Growth, PE-Backed Organization
Seeking a strategic and analytical FP&A Manager to serve as a key business partner to the CFO and senior leadership team. This is a highly visible role with significant impact across financial planning, forecasting, reporting, and strategic decision-making.
The ideal candidate is a hands-on finance professional who thrives in a fast-paced, performance-driven environment and enjoys turning complex financial data into actionable business insights.
What You’ll Do
Financial Planning & Analysis
- Lead the annual budgeting and quarterly forecasting processes across the organization
- Build and maintain complex three-statement financial models, including P&L, balance sheet, and cash flow forecasting
- Develop rolling cash flow forecasts, liquidity analysis, and working capital models
- Deliver insightful variance analysis and executive-level financial reporting
Strategic Finance & CFO Partnership
- Partner directly with the CFO on board presentations, investor materials, and strategic planning initiatives
- Support M&A diligence, integration planning, and scenario modeling
- Drive KPI development, metric standardization, and enterprise-wide reporting capabilities
- Lead dashboard and reporting initiatives that provide real-time business insights to leadership and PE sponsors
- Translate financial and operational performance into clear recommendations for decision-making
Systems & Process Improvement
- Own and optimize planning and forecasting processes within NetSuite Planning and/or Oracle EPM/PBCS
- Improve forecast accuracy, reporting efficiency, and data integrity across the organization
- Collaborate closely with Accounting to ensure alignment between actuals and planning systems
Qualifications
- 5–8 years of progressive FP&A experience, including leadership or senior individual contributor responsibilities
- Experience within a PE-backed company or large corporate FP&A environment strongly preferred
- Hands-on experience with NetSuite Planning and/or Oracle Planning (EPM/PBCS) required
- Advanced Excel and financial modeling expertise
- Strong understanding of GAAP and three-statement financial reporting
- CPA, CFA, or MBA preferred
Salary : $130,000 - $160,000