What are the responsibilities and job description for the FP&A Manager position at TriSearch?
Position Title: FP&A Manager (Senior Financial Analyst)
Location: Salisbury, NC – onsite 4-5 days/week
Reports to: Chief Financial Officer (CFO)
About The Company
For more than 50 years, McKenzie Creative Brands (McKenzie or MCB) has sparked and nurtured creativity, empowering its customers to realize their artistic visions with high-quality, innovative products that mimic and honor the natural world. We are a private-equity-backed manufacturing leader, and we are building a scalable finance function.
Position Summary
McKenzie is seeking a hands-on FP&A Manager to drive full P&L ownership, financial planning, and strategic decision support across the organization. This role will serve as a key partner to the CFO, executive team, and private equity stakeholders, helping translate financial and operational data into actionable insights that drive profitability, cash flow, and enterprise value. The ideal candidate brings strong financial modeling capabilities, a deep understanding of full P&L performance (revenue through EBITDA and cash flow), and the ability to operate in a fast-paced, private equity-backed environment.
Key Responsibilities
Financial Reporting & P&L Ownership
Location: Salisbury, NC – onsite 4-5 days/week
Reports to: Chief Financial Officer (CFO)
About The Company
For more than 50 years, McKenzie Creative Brands (McKenzie or MCB) has sparked and nurtured creativity, empowering its customers to realize their artistic visions with high-quality, innovative products that mimic and honor the natural world. We are a private-equity-backed manufacturing leader, and we are building a scalable finance function.
Position Summary
McKenzie is seeking a hands-on FP&A Manager to drive full P&L ownership, financial planning, and strategic decision support across the organization. This role will serve as a key partner to the CFO, executive team, and private equity stakeholders, helping translate financial and operational data into actionable insights that drive profitability, cash flow, and enterprise value. The ideal candidate brings strong financial modeling capabilities, a deep understanding of full P&L performance (revenue through EBITDA and cash flow), and the ability to operate in a fast-paced, private equity-backed environment.
Key Responsibilities
Financial Reporting & P&L Ownership
- Lead monthly financial reporting, including full P&L analysis, variance explanations, and identification of key business drivers.
- Develop clear, concise reporting that bridges actual performance to budget, forecast, and prior periods.
- Own the development of monthly MD&A materials (company management and board-level reporting), including narrative insights on performance, risks, and opportunities.
- Assist in tracking and reporting on value creation initiatives and key strategic priorities.
- Partner with the CFO to prepare materials for monthly investor/ownership calls.
- Own the annual budgeting process and rolling forecast cycles.
- Build and maintain dynamic financial models that capture key business drivers across revenue, cost structure, and working capital.
- Drive forecast accuracy and accountability across functional leaders.
- Analyze revenue drivers, pricing, mix, and customer/product profitability to inform commercial strategy.
- Evaluate cost structure across the business to identify opportunities for margin improvement.
- Provide insights into EBITDA performance, including bridge analysis and variance drivers.
- Support working capital analysis, including inventory, payables, and receivables optimization.
- Build financial models and perform scenario analysis to support key business decisions, capital allocation, and strategic initiatives.
- Provide ROI analysis, sensitivity analysis, and risk assessments for growth investments and operational changes.
- Support M&A activity, integration efforts, and other strategic projects as needed.
- Act as a trusted advisor to functional leaders across operations, sales, and leadership.
- Translate complex financial data into clear, actionable insights for non-financial stakeholders.
- Help instill financial discipline and accountability across the organization.
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or related field required; MBA or other advanced degree is a plus.
- 5–8 years of progressive experience in FP&A, corporate finance, investment banking or related roles.
- Experience in a private equity-backed or highly performance-driven environment preferred.
- Demonstrated experience owning budgeting, forecasting, and financial modeling processes.
- Strong understanding of P&L dynamics, including revenue drivers, cost structure, EBITDA and cash flow.
- Advanced proficiency in Excel and PowerPoint; experience with ERP and BI tools (e.g., Power BI, Tableau, Streamlit/Python) preferred.
- Strong analytical and problem-solving skills with high attention to detail.
- Excellent communication skills with the ability to synthesize complex data into executive-ready materials.
- High intellectual curiosity, strong business judgment and bias toward action.
- Experience preparing board-level materials and investor communications.
- Background in roles with significant exposure to senior leadership or ownership groups.
- Ability to operate in a fast-paced, entrepreneurial environment with evolving priorities.
- Strong presence and confidence working directly with executives and investors.
- Competitive base salary (commensurate with experience)
- Performance-based bonus opportunity
- Comprehensive benefits package including health, dental, vision, and retirement plans
- A pivotal role on a growing finance team
- Strong exposure to senior leaders in the organization and to the private equity firm
- Potential career advancement in a PE-backed organization