Overview In this role you will transform financial and operational data into actionable insights that drive performance and strategic decisions. You will partner with cross-functional leaders to deliver clear leadership reporting and keep planning fresh in a private equity context. You'll build and refine forecasting, budgeting, and scenario analyses to support investments and initiatives. This is a hands-on, collaborative role focused on accuracy, automation, and scalable reporting that guides senior leadership.
Responsibilities- Create monthly and quarterly reporting materials for senior leaders, board members, investors, and lenders
- Interpret results to highlight drivers, risks, improvement opportunities, and practical actions
- Design and maintain dashboards and performance metrics across units, locations, products, and functions
- Analyze pricing, profitability, cash flow, and working capital to improve outcomes
- Partner with operations, engineering, supply chain, sales, and finance to provide financial insight
- Build scenario models, sensitivity analyses, and business cases for strategic initiatives and market changes
- Lead budgeting, forecasts, and long-range planning with stakeholders
- Review performance against plans, explain variances, and refine forecasting models
- Advance reporting and planning through automation and better financial systems and BI tools
- Analyze cost drivers in manufacturing and operations, aligning with accounting on reporting and planning assumptions
Key requirements- Experienced FP&A Manager with ability to turn data into recommendations
- Hands-on, detail-oriented with strong partnering across departments
- Ability to create clear leadership reporting and support strategic decisions
- Experience with budgeting, forecasting, and long-range planning
- Proficiency in building dashboards and performance metrics
- Comfort with analytics related to pricing, margins, and working capital
- Strong collaboration with cross-functional leaders in operations, engineering, supply chain, and finance
- Ability to build business cases and scenario analyses
- Experience with automation of reporting and use of financial systems
- Knowledge of manufacturing cost drivers and reporting alignment with accounting
- collaborative mindset
- strong communication
- attention to detail
- dashboard design and maintenance
- performance metrics development
- scenario modeling and sensitivity analysis
