Manager, Strategic Finance and FP&A

Summary:We are a newly formed, large PE backed recurring revenue business with ~5,000 employees that is highly acquisitive.We are seeking a high-caliber Manager, Strategic Finance and FP&A to own budgeting, forecasting, financial modeling, performance analytics, and decision support across the organization. The ideal candidate brings Big 10 training, strong accounting fundamentals, the ability to operate in complex environments, and a bias for action. This person will be a key partner to the CFO and executive team, driving financial insights that shape strategic decisions.This role requires a mix of technical horsepower, business acumen, and operational agility, suitable for a fast-moving, private-equity-backed organization scaling through acquisition and integration.Key Responsibilities:Financial Planning & ForecastingLead the annual budget, quarterly forecasts, and long-range plan across all business unitsBuild robust driver-based forecasting models for revenue, margin, headcount, and opexPartner with business leaders to understand KPIs and translate them into actionable financial plansManagement ReportingDeliver monthly board-ready reporting packages: P&L analysis, KPIs, variance explanations, and strategic insightsOwn the monthly close partnership with accounting to ensure accuracy of financial resultsDevelop and maintain dashboards covering revenue, labor efficiency, customer profitability, and utilization metricsStrategic & Operational SupportSupport strategic initiatives such as pricing analysis, ROI modeling, customer lifetime value, integration synergies, and workforce planningProvide analytical support for M&A, diligence, integration and post-acquisition performance trackingEvaluate investment cases (technology, product builds, hiring, expansion) using NPV/IRR modeling and scenario analysisProcess, Systems, and AutomationEnhance forecasting and reporting processes to increase accuracy and reduce cycle timeImplement or optimize FP&A tools (Adaptive, Cube, Power BI, Looker, NetSuite Planning, etc.)Standardize reporting, data integrity, and variance analysis methodology across the organizationQualifications:Must-HaveBig 4 experience (Audit, TAS/Deal Advisory, Financial Due Diligence, or Consulting)5–8+ years of progressive experience in FP&A, accounting, corporate finance, or strategic financeStrong financial modeling skills (Excel or Google Sheets expert, scenario modeling, SQL a plus)Deep understanding of GAAP accounting from Big 4 trainingAbility to operate in a fast-paced, ambiguous, high-accountability environmentExceptional communication skills with the ability to present insights to senior leadershipA keen understanding of recurring revenue and SaaS metricsPreferredExperience in PE-backed or multi-entity environmentsExposure to integration, synergy tracking, or carve-outsExperience with business intelligence tools (Power BI, Tableau, Looker)CPA, CFA, or MBA is a plusCompetenciesAnalytical rigor: Can break down complex problems and synthesize clear insightsOwnership mindset: Operates independently and drives workstreams to completionBusiness partnership: Able to influence cross-functional leaders with data-based recommendationsHigh accuracy: Big 4–caliber attention to detail with strong judgmentScalability mindset: Always looking to automate, standardize, and improve processesWhat Success Looks LikeReliable, accurate monthly forecasts with clear variance explanationsA streamlined and scalable reporting infrastructureExecutive team trust in financial analysis and recommendationsFaster decision-making enabled by high-quality data and insightsFP&A becomes a strategic lever—not a reporting functionPowered by JazzHRHGzfAwBCwQ