Financial Planning and Analysis Manager

CarsonLynch is partnering with a growing, private-equity backed organization to identify a Manager of FP&A for a newly created, high-impact position!

This is a rare opportunity to build an FP&A function from the ground up rather than inherit an existing process. Reporting directly to executive leadership, this individual will help establish budgeting, forecasting, KPI reporting, and financial planning processes that support an organization experiencing significant growth through acquisition and expansion.

Key Responsibilities:

• Build and own the company’s budgeting, forecasting, and financial planning processes

• Develop financial models, rolling forecasts, and executive reporting packages that provide actionable business insights

• Lead the annual budgeting process while partnering with leaders across multiple business units

• Analyze financial performance, identify trends, and provide recommendations to support strategic decision-making

• Establish and standardize KPIs, reporting metrics, and performance dashboards

• Support acquisition activity, including financial analysis and post-acquisition integration efforts

• Partner directly with operational leaders to improve visibility, accountability, and financial performance across the organization

Target Profile:

• Bachelor’s degree in Accounting, Finance, or a related field

• Strong FP&A experience with direct ownership of budgeting, forecasting, financial modeling, and business analysis

• Experience within a private equity-backed organization strongly preferred

• Background supporting multi-location or rapidly growing businesses

• Advanced Excel and financial modeling skills with the ability to build models from scratch

• Proven ability to translate financial data into meaningful business recommendations

• Comfortable working in an entrepreneurial environment with changing priorities and evolving processes

Tagged as: Excel, Financial Modeling, Forecasting