Chamberlain Advisors
Overview
Position: Manager, Financial Planning & Analysis Location: Milwaukee, WI Duration & Type: Full-Time, Monday – Friday; fully REMOTE Reports to: Chief Financial Officer Company: PE-backed Commercial Roofing business rapidly expanding across the United States via a roll-up strategy Chamberlain Advisors is conducting an executive search seeking a Manager of FP&A for its direct client, a rapidly growing PE-backed commercial roofing business services platform. The Manager of FP&A will lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. Reporting to the CFO, this role oversees variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. The Manager of FP&A will collaborate with Controllers on M&A, due diligence, and post-acquisition integration, while also supporting ERP implementation, treasury functions, and process improvements. This is an opportunity for a detail-oriented, data-driven finance professional to drive financial strategy, process improvements, and operational efficiency in a dynamic and growing organization. Core profiles
Manager of FP&A for a PE-backed company: Finance leader with experience supporting financial strategy and operations in the PE-backed commercial business services or manufacturing sector. Accountable for cash flow management, treasury functions, and financial integrations, providing strategic insights to support growth initiatives. Drives data-driven decision-making and long-term value creation. Senior Financial Analyst, Growth-Focused: Finance professional with experience in FP&A to support business decision-making. Proficient in financial consolidations, bottom-up forecasting and budgeting, cash flow projections, financial statements, board reporting, and KPI tracking. Strong in financial modeling and collaboration with Controllers and leadership. Differentiators
Self-starter & entrepreneurial spirit with a continuous improvement mindset; proactive, goal-oriented, and able to operate with limited information. Sharp strategic thinking and problem solving; able to interact with CEO, CFO, Private Equity Partners, and Board. Process optimization & continuous improvement mindset; ability to drive cost savings and operational improvements. Accounting, FP&A, & Reporting proficiency; CPA-level preferred; experience in budgeting, KPI tracking, variance analysis, and cash management. Leadership criteria: results-driven, transparent, collaborative, and able to drive meaningful change while building trust. Technology proficiency: strong with financial systems, ERP, analytics tools, automation, dashboards, and advanced Excel/BI skills. What you will be accountable for accomplishing
Oversees financial planning, budgeting, and forecasting for the business and operating entities. Develops, implements, and maintains accounting policies & procedures to ensure strong internal controls. Prepares variance analysis reports and financial models to support decision-making. Ensures compliance with local, state, and federal laws and regulations. Leads real-time financial performance monitoring, identifying trends and potential risks. Manages the month-end consolidation and reporting process, ensuring accuracy and timeliness. Establishes and tracks KPIs and business objectives to measure financial health. Maintains and analyzes data for KPI calculations, providing insights to drive performance improvements. Supports the annual audit process, collaborating with corporate and divisional controllers. Conducts market research and comparative company analysis to identify opportunities and risks. Recommends strategies to enhance financial performance and operational efficiency. Provides financial analyses for capital investments, pricing strategies, and contract negotiations. Ensures compliance with government reporting requirements and tax filings. Assists with M&A activities, partnering with Controllers to facilitate seamless acquisition integrations. Supports ERP system implementation, testing, training, and continuous improvements. Collaborates with management and accounting teams to align financial strategies with business goals. Budgeting & Forecasting
Manages the development of budgets and bottom-up forecasts, incorporating top-down and bottom-up approaches. Builds budgeting tools from the ground up to enhance reporting capabilities and workflow efficiency. Establishes budgeting processes, KPIs, and cash forecast models to improve planning and performance tracking. Collaborates with controllers to understand financial assumptions and major budget variances. Prepares consolidated financial statements and supports financial reporting processes. Conducts trend analysis to identify financial patterns and discrepancies. Supports board reporting with budget-related insights. Financial Reporting & Bank Covenants
Manages financial reporting, ensuring accuracy and alignment with internal and external requirements. Oversees bank covenants, monitors compliance, and assesses impact on covenant thresholds. Prepares consolidated financial statements with controllers to understand key assumptions and variances. Supports board reporting, analyzes financial data, and identifies discrepancies for leadership review. Reviews and updates bank balances, evaluating covenant risk when adjusting budgets. Links financial statements with bank reports to ensure data integrity in reporting. Collaborates with CFO on financial reporting for strategic decision-making. Conducts trend analysis and ad-hoc financial research to address discrepancies and provide insights. Cash Flow Management & Treasury
Manages treasury functions, including cash flow monitoring and liquidity management. Responsible for cash position, cash forecasting, and cash borrowing projections to improve working capital. Develops and maintains cash forecasting models, including an 8-week rolling model and annual projections. Oversees cash forecasting processes, ensuring accuracy and alignment with financial planning. Analyzes cash flow trends, identifying variances and providing recommendations for improvement. Evaluates working capital needs, ensuring sufficient liquidity for operations and strategic initiatives. Assesses financial risks related to cash flow, providing insights to leadership for decision-making. Supports treasury reporting and financial modeling, integrating forecasting data with overall strategy. What Qualifications You Will Need
Bachelor’s degree in financial planning, economics, accounting, business, or related field. Minimum 5+ years of progressive experience in financial planning, investment analysis, or related area. Proficient in using financial planning software tools. Strong financial acumen, quantitative skills, and analytical ability. Excellent interpersonal, verbal, and written communication skills. Experience in entrepreneurial environments and support of growing companies. CPA or CFA designation highly preferred; construction accounting experience is a plus. Familiarity with M&A processes is preferred but not mandatory. End of posting.
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Position: Manager, Financial Planning & Analysis Location: Milwaukee, WI Duration & Type: Full-Time, Monday – Friday; fully REMOTE Reports to: Chief Financial Officer Company: PE-backed Commercial Roofing business rapidly expanding across the United States via a roll-up strategy Chamberlain Advisors is conducting an executive search seeking a Manager of FP&A for its direct client, a rapidly growing PE-backed commercial roofing business services platform. The Manager of FP&A will lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. Reporting to the CFO, this role oversees variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. The Manager of FP&A will collaborate with Controllers on M&A, due diligence, and post-acquisition integration, while also supporting ERP implementation, treasury functions, and process improvements. This is an opportunity for a detail-oriented, data-driven finance professional to drive financial strategy, process improvements, and operational efficiency in a dynamic and growing organization. Core profiles
Manager of FP&A for a PE-backed company: Finance leader with experience supporting financial strategy and operations in the PE-backed commercial business services or manufacturing sector. Accountable for cash flow management, treasury functions, and financial integrations, providing strategic insights to support growth initiatives. Drives data-driven decision-making and long-term value creation. Senior Financial Analyst, Growth-Focused: Finance professional with experience in FP&A to support business decision-making. Proficient in financial consolidations, bottom-up forecasting and budgeting, cash flow projections, financial statements, board reporting, and KPI tracking. Strong in financial modeling and collaboration with Controllers and leadership. Differentiators
Self-starter & entrepreneurial spirit with a continuous improvement mindset; proactive, goal-oriented, and able to operate with limited information. Sharp strategic thinking and problem solving; able to interact with CEO, CFO, Private Equity Partners, and Board. Process optimization & continuous improvement mindset; ability to drive cost savings and operational improvements. Accounting, FP&A, & Reporting proficiency; CPA-level preferred; experience in budgeting, KPI tracking, variance analysis, and cash management. Leadership criteria: results-driven, transparent, collaborative, and able to drive meaningful change while building trust. Technology proficiency: strong with financial systems, ERP, analytics tools, automation, dashboards, and advanced Excel/BI skills. What you will be accountable for accomplishing
Oversees financial planning, budgeting, and forecasting for the business and operating entities. Develops, implements, and maintains accounting policies & procedures to ensure strong internal controls. Prepares variance analysis reports and financial models to support decision-making. Ensures compliance with local, state, and federal laws and regulations. Leads real-time financial performance monitoring, identifying trends and potential risks. Manages the month-end consolidation and reporting process, ensuring accuracy and timeliness. Establishes and tracks KPIs and business objectives to measure financial health. Maintains and analyzes data for KPI calculations, providing insights to drive performance improvements. Supports the annual audit process, collaborating with corporate and divisional controllers. Conducts market research and comparative company analysis to identify opportunities and risks. Recommends strategies to enhance financial performance and operational efficiency. Provides financial analyses for capital investments, pricing strategies, and contract negotiations. Ensures compliance with government reporting requirements and tax filings. Assists with M&A activities, partnering with Controllers to facilitate seamless acquisition integrations. Supports ERP system implementation, testing, training, and continuous improvements. Collaborates with management and accounting teams to align financial strategies with business goals. Budgeting & Forecasting
Manages the development of budgets and bottom-up forecasts, incorporating top-down and bottom-up approaches. Builds budgeting tools from the ground up to enhance reporting capabilities and workflow efficiency. Establishes budgeting processes, KPIs, and cash forecast models to improve planning and performance tracking. Collaborates with controllers to understand financial assumptions and major budget variances. Prepares consolidated financial statements and supports financial reporting processes. Conducts trend analysis to identify financial patterns and discrepancies. Supports board reporting with budget-related insights. Financial Reporting & Bank Covenants
Manages financial reporting, ensuring accuracy and alignment with internal and external requirements. Oversees bank covenants, monitors compliance, and assesses impact on covenant thresholds. Prepares consolidated financial statements with controllers to understand key assumptions and variances. Supports board reporting, analyzes financial data, and identifies discrepancies for leadership review. Reviews and updates bank balances, evaluating covenant risk when adjusting budgets. Links financial statements with bank reports to ensure data integrity in reporting. Collaborates with CFO on financial reporting for strategic decision-making. Conducts trend analysis and ad-hoc financial research to address discrepancies and provide insights. Cash Flow Management & Treasury
Manages treasury functions, including cash flow monitoring and liquidity management. Responsible for cash position, cash forecasting, and cash borrowing projections to improve working capital. Develops and maintains cash forecasting models, including an 8-week rolling model and annual projections. Oversees cash forecasting processes, ensuring accuracy and alignment with financial planning. Analyzes cash flow trends, identifying variances and providing recommendations for improvement. Evaluates working capital needs, ensuring sufficient liquidity for operations and strategic initiatives. Assesses financial risks related to cash flow, providing insights to leadership for decision-making. Supports treasury reporting and financial modeling, integrating forecasting data with overall strategy. What Qualifications You Will Need
Bachelor’s degree in financial planning, economics, accounting, business, or related field. Minimum 5+ years of progressive experience in financial planning, investment analysis, or related area. Proficient in using financial planning software tools. Strong financial acumen, quantitative skills, and analytical ability. Excellent interpersonal, verbal, and written communication skills. Experience in entrepreneurial environments and support of growing companies. CPA or CFA designation highly preferred; construction accounting experience is a plus. Familiarity with M&A processes is preferred but not mandatory. End of posting.
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