Manager, FP&A
$110,000–$120,000 year
On-siteChicago, Illinois, United States
Job Summary
Lead the Company's financial planning, forecasting, budgeting, and strategic analysis functions while serving as a trusted business partner to executive leadership. Prepare and deliver monthly, quarterly, and annual financial reporting packages with variance analysis and actionable recommendations. Own the annual budgeting process and monthly forecasting cycles, partnering with Accounting, Operations, Sales, and executive leadership to develop accurate financial plans aligned with business objectives. Develop and present executive-level financial reporting, including business review and Board presentation materials, KPIs, and performance dashboards for executive leadership and the Company's private equity sponsor. Analyze financial performance across projects, regions, business units, industries, building types, and other key operational segments to identify trends, risks, and opportunities. Partner with business leaders to evaluate project profitability, revenue performance, margins, and operational efficiency, providing financial insights that support strategic decision-making. Support the month-end close process by collaborating with the Accounting team to ensure accurate financial reporting and timely analysis of business results. Develop financial models, scenario analyses, and ad hoc reporting to support strategic initiatives, capital allocation decisions, and executive requests. Continuously enhance financial reporting processes, dashboards, and KPIs to improve decision-making, reporting efficiency, and overall business performance. Become a subject matter expert of company systems and data with a goal to drive process improvements, improve data integrity, and provide better support for our internal customers. Assist in the maintenance of various accounting ledgers (Budget, Actual, Recast, etc.). Support company-wide system enhancements and integrations. Lead the financial review and analysis of Work in Progress (WIP) reporting to ensure accurate revenue recognition, project forecasting, and margin performance. Partner with Operations and Project Management teams during WIP review meetings to evaluate project health, identify financial risks and opportunities, and improve forecast accuracy. Monitor trends in overbillings, underbillings, backlog, and project cash flow, providing actionable insights to optimize working capital and operational performance. Analyze project profitability, revenue recognition, and cost
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related major
- 5+ years of experience in finance roles
- Experience leading budgeting and forecasting for a multi-location or multi-entity organization
- Strong understanding of revenue recognition, WIP accounting, and project-based financial reporting
- Strong proficiency with MS Office Tools, especially Excel
- Ability to work independently on a wide variety of projects
- Candidates must be authorized to work in the U.S.
Desired Qualifications
- an MBA, related master's degree or CFA
- Proficiency across P&L, cash flow and balance sheet; treasury knowledge
- Prior experience partnering with executive leadership
- Acumatica or similar ERP experience
- Ability to design and streamline reporting solutions using automation or data visualization tools (e.g., Power BI, SQL and/or Tableau)
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