FINANCIAL PLANNING AND ANALYSIS MANAGER

Position Summary:

The Financial Planning and Analysis (FP&A) Manager oversees budgeting, forecasting, and financial

reporting to support strategic decision-making. This role partners with leaders across the business to

align financial plans with company goals, deliver management and board reporting, and provide

actionable insights through models and KPI dashboards. The FP&A Manager also drives process

improvements by enhancing financial systems and tools to improve accuracy, efficiency, and

scalability.

Position Summary:

The Financial Planning and Analysis (FP&A) Manager oversees budgeting, forecasting, and financial

reporting to support strategic decision-making. This role partners with leaders across the business to

align financial plans with company goals, deliver management and board reporting, and provide

actionable insights through models and KPI dashboards. The FP&A Manager also drives process

improvements by enhancing financial systems and tools to improve accuracy, efficiency, and

scalability.

Essential

Essential Job Duties, Responsibilities & Expectations

• Own the annual budgeting process, ensuring alignment with Force Electrical Services

strategic goals

• Collaborate with department heads to develop accurate budgets and

provide variance analysis throughout the year

• Establish a dynamic forecasting process with regular revisions based on

evolving business conditions

• Develop rolling forecasts, and create financial models to simulate scenarios

for proactive decision-making

• Prepare monthly financial reports for management and board packs,

highlighting key metrics and trends

• Communicate financial insights to support strategic discussions
• Build and maintain KPI dashboards to monitor Force Electrical Services performance
• Collaborate with project managers to align financial forecasting with

company goals

• Assess current financial systems, recommend improvements, and

implement new financial tools to streamline budgeting, forecasting, and

reporting processes

• All other job duties as assigned

Qualifications/Experience:

• Proven experience in FP&A, financial modeling, budgeting, and forecasting.
• Strong track record in strategic financial planning and operational management.
• Prior experience in the engineering, energy, or utilities sectors is preferred.
• Experience in private equity-backed companies is a plus.
• Experience with Construction Accounting
• Exceptional analytical, leadership, and communication skills.

Licenses, Certifications, Skills Preferred:

• Certified Public Accountant (CPA)
• Chartered Financial Analyst (CFA)
• Certified Management Accountant (CMA)
• FP&A Certification from the Association for Financial

Professionals (AFP)

Education (programs completed/degree obtained):

4-year degree (Bachelors) Required

• Finance, Accounting, Economics, or a related field

Master’s degree Preferred

• Finance, Business Administration (MBA), or a related field