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 for a Manager of FP&A to lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. The role involves variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. Collaboration with Controllers on M&A, due diligence, post-acquisition integration, ERP implementation, treasury functions, and process improvements is expected. This is a detail-oriented, data-driven finance position focused on driving financial strategy, process improvements, and operational efficiency in a dynamic, growing organization. Core profiles : The role targets one of two core profiles to enter the conversation: Manager of FP&A for a PE-backed company: Finance leader supporting financial strategy and operations in the PE-backed commercial services or manufacturing sector. Ensures timely, accurate monthly, quarterly, and annual consolidated reporting; drives planning, budgeting, forecasting, and analysis. Manages cash flow, treasury, and financial integrations; provides strategic insights to support growth and long-term value creation. Senior Financial Analyst, Growth-Focused Finance Professional: Results-driven professional skilled in FP&A, budgeting, forecasting, and analysis to support decision-making. Strong in financial consolidations, bottom-up planning, cost analysis, cash flow projections, financial statements, board reporting, and comprehensive reporting packages. Proficient in modeling, KPI tracking, trend analysis, and treasury, collaborating with Controllers and senior leadership. Differentiators
– These attributes will set you apart in the selection process. Self-starter & Entrepreneurial Spirit: Desire to build, grow, and own outcomes; continuous improvement mindset; proactive, goal-oriented; able to work with limited information. Sharp, Strategic Thinking & Problem Solving: Able to think strategically, work with CEO/CFO/PE partners/Board, and translate issues into value-added actions. Process Optimization & Continuous Improvement: Experience leading optimization initiatives; identify consolidation opportunities and process enhancements that reduce costs and improve operations and customer satisfaction. Accounting, FP&A, & Reporting: CPA-level candidate preferred; lead budgeting and long-range planning; oversee reporting, KPIs, variance analysis; provide strategic P&L insights; coordinate cash management and related activities as needed. Core Leadership Criteria: Results-driven with servant leadership, transparency, teamwork, disciplined execution; fosters alignment and trust. Technology Proficiency: Data-driven leader skilled in financial systems, ERP, analytics tools, automation, dashboards, and advanced Excel/BI; focus on forecasting, scenario planning, and cross-functional collaboration. What you will be accountable for accomplishing
Oversee financial planning, budgeting, and forecasting for the business and operating entities. Develop, implement, and maintain accounting policies and procedures to ensure strong internal controls. Prepare variance analyses and financial models to support decision-making. Ensure compliance with local, state, and federal laws and regulations. Lead real-time financial performance monitoring, identifying trends and risks. Manage month-end consolidation and reporting process for accuracy and timeliness. Establish and track KPIs and business objectives to measure financial health. Maintain and analyze data for KPI calculations, providing insights to drive performance improvements. Support annual audit process; collaborate with corporate and divisional controllers. Conduct market research and competitive analysis to identify opportunities and risks. Recommend strategies to enhance financial performance and operational efficiency. Provide financial analyses for capital investments, pricing, and contract negotiations. Ensure compliance with government reporting requirements and tax filings. Assist with M&A activities, partnering with Controllers for seamless integrations. Support ERP implementation, testing, training, and continuous improvements. Collaborate with management and accounting teams to align financial strategies with business goals. Budgeting & Forecasting
Manage development of budgets and bottom-up forecasts, incorporating top-down and bottom-up inputs. Build budgeting tools to enhance reporting capabilities and workflow efficiency. Establish budgeting processes, KPIs, and cash forecast models to improve planning and performance tracking. Collaborate with controllers to understand assumptions and variances. Prepare consolidated financial statements and support reporting processes. Conduct trend analysis to identify patterns and discrepancies. Support board reporting with budget-related insights. Financial Reporting & Bank Covenants
Manage financial reporting for internal and external requirements. Monitor bank covenants and assess impact of decisions on covenant thresholds. Prepare consolidated financial statements with controllers; analyze key assumptions and variances. Support board reporting with financial data and leadership insights. Review and update bank balances; assess covenant risks when budgets change. Link financial statements with bank reports to ensure data integrity. Collaborate with CFO on reporting and strategic analysis. Perform trend analyses and ad-hoc financial research to address discrepancies. Cash Flow Management & Treasury
Manage treasury functions, including cash flow monitoring and liquidity management. Lead cash position management, forecasting, and borrowing projections to optimize working capital. Develop and maintain cash forecasting models (8-week rolling and annual projections). Oversee cash forecasting processes to ensure accuracy and alignment with planning. Analyze cash flow trends, identify variances, and provide improvement recommendations. Assess working capital needs and ensure liquidity for operations and strategic initiatives. Evaluate financial risks related to cash flow and provide leadership with insights for decision-making. Support treasury reporting and financial modeling, integrating forecasts with overall strategy. Qualifications
Bachelor’s degree in financial planning, economics, accounting, business, or related field. Minimum of 5+ years of progressive experience in FP&A or related area. Proficient with financial planning software tools. Strong financial acumen, quantitative and analytical skills. Excellent verbal and written communication and interpersonal skills. Experience in entrepreneurial environments and in growing companies; able to develop best practices and mentor others. CPA or CFA designation highly preferred. Construction accounting experience and M&A familiarity are a plus but not mandatory. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Consulting, and Accounting/Auditing Industries
Accounting, Financial Services, and Business Consulting and Services
#J-18808-Ljbffr
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 for a Manager of FP&A to lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. The role involves variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. Collaboration with Controllers on M&A, due diligence, post-acquisition integration, ERP implementation, treasury functions, and process improvements is expected. This is a detail-oriented, data-driven finance position focused on driving financial strategy, process improvements, and operational efficiency in a dynamic, growing organization. Core profiles : The role targets one of two core profiles to enter the conversation: Manager of FP&A for a PE-backed company: Finance leader supporting financial strategy and operations in the PE-backed commercial services or manufacturing sector. Ensures timely, accurate monthly, quarterly, and annual consolidated reporting; drives planning, budgeting, forecasting, and analysis. Manages cash flow, treasury, and financial integrations; provides strategic insights to support growth and long-term value creation. Senior Financial Analyst, Growth-Focused Finance Professional: Results-driven professional skilled in FP&A, budgeting, forecasting, and analysis to support decision-making. Strong in financial consolidations, bottom-up planning, cost analysis, cash flow projections, financial statements, board reporting, and comprehensive reporting packages. Proficient in modeling, KPI tracking, trend analysis, and treasury, collaborating with Controllers and senior leadership. Differentiators
– These attributes will set you apart in the selection process. Self-starter & Entrepreneurial Spirit: Desire to build, grow, and own outcomes; continuous improvement mindset; proactive, goal-oriented; able to work with limited information. Sharp, Strategic Thinking & Problem Solving: Able to think strategically, work with CEO/CFO/PE partners/Board, and translate issues into value-added actions. Process Optimization & Continuous Improvement: Experience leading optimization initiatives; identify consolidation opportunities and process enhancements that reduce costs and improve operations and customer satisfaction. Accounting, FP&A, & Reporting: CPA-level candidate preferred; lead budgeting and long-range planning; oversee reporting, KPIs, variance analysis; provide strategic P&L insights; coordinate cash management and related activities as needed. Core Leadership Criteria: Results-driven with servant leadership, transparency, teamwork, disciplined execution; fosters alignment and trust. Technology Proficiency: Data-driven leader skilled in financial systems, ERP, analytics tools, automation, dashboards, and advanced Excel/BI; focus on forecasting, scenario planning, and cross-functional collaboration. What you will be accountable for accomplishing
Oversee financial planning, budgeting, and forecasting for the business and operating entities. Develop, implement, and maintain accounting policies and procedures to ensure strong internal controls. Prepare variance analyses and financial models to support decision-making. Ensure compliance with local, state, and federal laws and regulations. Lead real-time financial performance monitoring, identifying trends and risks. Manage month-end consolidation and reporting process for accuracy and timeliness. Establish and track KPIs and business objectives to measure financial health. Maintain and analyze data for KPI calculations, providing insights to drive performance improvements. Support annual audit process; collaborate with corporate and divisional controllers. Conduct market research and competitive analysis to identify opportunities and risks. Recommend strategies to enhance financial performance and operational efficiency. Provide financial analyses for capital investments, pricing, and contract negotiations. Ensure compliance with government reporting requirements and tax filings. Assist with M&A activities, partnering with Controllers for seamless integrations. Support ERP implementation, testing, training, and continuous improvements. Collaborate with management and accounting teams to align financial strategies with business goals. Budgeting & Forecasting
Manage development of budgets and bottom-up forecasts, incorporating top-down and bottom-up inputs. Build budgeting tools to enhance reporting capabilities and workflow efficiency. Establish budgeting processes, KPIs, and cash forecast models to improve planning and performance tracking. Collaborate with controllers to understand assumptions and variances. Prepare consolidated financial statements and support reporting processes. Conduct trend analysis to identify patterns and discrepancies. Support board reporting with budget-related insights. Financial Reporting & Bank Covenants
Manage financial reporting for internal and external requirements. Monitor bank covenants and assess impact of decisions on covenant thresholds. Prepare consolidated financial statements with controllers; analyze key assumptions and variances. Support board reporting with financial data and leadership insights. Review and update bank balances; assess covenant risks when budgets change. Link financial statements with bank reports to ensure data integrity. Collaborate with CFO on reporting and strategic analysis. Perform trend analyses and ad-hoc financial research to address discrepancies. Cash Flow Management & Treasury
Manage treasury functions, including cash flow monitoring and liquidity management. Lead cash position management, forecasting, and borrowing projections to optimize working capital. Develop and maintain cash forecasting models (8-week rolling and annual projections). Oversee cash forecasting processes to ensure accuracy and alignment with planning. Analyze cash flow trends, identify variances, and provide improvement recommendations. Assess working capital needs and ensure liquidity for operations and strategic initiatives. Evaluate financial risks related to cash flow and provide leadership with insights for decision-making. Support treasury reporting and financial modeling, integrating forecasts with overall strategy. Qualifications
Bachelor’s degree in financial planning, economics, accounting, business, or related field. Minimum of 5+ years of progressive experience in FP&A or related area. Proficient with financial planning software tools. Strong financial acumen, quantitative and analytical skills. Excellent verbal and written communication and interpersonal skills. Experience in entrepreneurial environments and in growing companies; able to develop best practices and mentor others. CPA or CFA designation highly preferred. Construction accounting experience and M&A familiarity are a plus but not mandatory. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Consulting, and Accounting/Auditing Industries
Accounting, Financial Services, and Business Consulting and Services
#J-18808-Ljbffr