Chamberlain Advisors
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
Overview Chamberlain Advisors is conducting an executive search for a Manager of Financial Planning & Analysis for its direct client, a rapidly growing PE‑backed commercial roofing business services platform. The Manager will lead financial planning, budgeting, forecasting, cash flow management and reporting across corporate and operating entities, oversee variance analysis, financial modeling, KPI tracking and board reporting, and support M&A, due diligence, Treasury, ERP and process improvement initiatives.
Core Profile
Manager of FP&A for a PE‑backed company:
Finance leader with experience supporting financial strategy and operations of a PE‑backed commercial or manufacturing sector company.
Senior Financial Analyst – Growth‑Focused Finance Professional:
Experience in FP&A, consolidations, forecasting, material cost analysis, cash flow projections and board reporting.
Differentiators
Self‑starter & entrepreneurial spirit
Sharp strategic thinking & problem solving
Process optimization & continuous improvement mindset
Accounting, FP&A, & reporting expertise (CPA preferred)
Leadership and servant‑leadership culture
Technology proficiency in ERP, analytics, dashboards and advanced Excel
Responsibilities
Oversee financial planning, budgeting, forecasting for business and operating entities.
Develop, implement, and maintain accounting policies and internal controls.
Prepare variance analysis reports and financial models for decision‑making.
Ensure compliance with state, federal and regulatory requirements.
Lead real‑time financial performance monitoring.
Manage month‑end consolidation and reporting process.
Establish and track KPIs and business objectives.
Support annual audit and collaborate with controllers.
Conduct market research and comparative analysis.
Recommend strategies to enhance financial performance.
Provide analyses for capital investments, pricing and contracts.
Assist with M&A activities and seamless integration.
Support ERP implementation, training and continuous improvement.
Budgeting & Forecasting
Manage development of budgets and bottom‑up forecasts.
Create budgeting tools and models.
Collaborate with controllers on assumptions and variances.
Prepare consolidated financial statements.
Conduct trend analysis.
Support board reporting.
Financial Reporting & Bank Covenants
Oversee financial reporting accuracy.
Monitor bank covenants and assess risk.
Update bank balances and covenant thresholds.
Link financial statements with bank reports.
Assist CFO in reporting and analysis.
Cash Flow Management & Treasury
Manage cash flow monitoring and liquidity.
Develop cash forecasting models.
Analyze cash flow trends and provide recommendations.
Assess working capital needs.
Integrate forecasting with overall strategy.
Qualifications
Bachelor’s degree in finance, economics, accounting or related field.
5+ years progressive experience in FP&A or related area.
Proficient with financial planning software tools.
Strong financial acumen, analytical skills, attention to detail.
Excellent communication skills.
Experience in entrepreneurial environment.
Experience supporting a growing company and developing team members.
CPA or CFA highly preferred.
Construction accounting experience preferred.
Familiarity with M&A processes preferred.
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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
Overview Chamberlain Advisors is conducting an executive search for a Manager of Financial Planning & Analysis for its direct client, a rapidly growing PE‑backed commercial roofing business services platform. The Manager will lead financial planning, budgeting, forecasting, cash flow management and reporting across corporate and operating entities, oversee variance analysis, financial modeling, KPI tracking and board reporting, and support M&A, due diligence, Treasury, ERP and process improvement initiatives.
Core Profile
Manager of FP&A for a PE‑backed company:
Finance leader with experience supporting financial strategy and operations of a PE‑backed commercial or manufacturing sector company.
Senior Financial Analyst – Growth‑Focused Finance Professional:
Experience in FP&A, consolidations, forecasting, material cost analysis, cash flow projections and board reporting.
Differentiators
Self‑starter & entrepreneurial spirit
Sharp strategic thinking & problem solving
Process optimization & continuous improvement mindset
Accounting, FP&A, & reporting expertise (CPA preferred)
Leadership and servant‑leadership culture
Technology proficiency in ERP, analytics, dashboards and advanced Excel
Responsibilities
Oversee financial planning, budgeting, forecasting for business and operating entities.
Develop, implement, and maintain accounting policies and internal controls.
Prepare variance analysis reports and financial models for decision‑making.
Ensure compliance with state, federal and regulatory requirements.
Lead real‑time financial performance monitoring.
Manage month‑end consolidation and reporting process.
Establish and track KPIs and business objectives.
Support annual audit and collaborate with controllers.
Conduct market research and comparative analysis.
Recommend strategies to enhance financial performance.
Provide analyses for capital investments, pricing and contracts.
Assist with M&A activities and seamless integration.
Support ERP implementation, training and continuous improvement.
Budgeting & Forecasting
Manage development of budgets and bottom‑up forecasts.
Create budgeting tools and models.
Collaborate with controllers on assumptions and variances.
Prepare consolidated financial statements.
Conduct trend analysis.
Support board reporting.
Financial Reporting & Bank Covenants
Oversee financial reporting accuracy.
Monitor bank covenants and assess risk.
Update bank balances and covenant thresholds.
Link financial statements with bank reports.
Assist CFO in reporting and analysis.
Cash Flow Management & Treasury
Manage cash flow monitoring and liquidity.
Develop cash forecasting models.
Analyze cash flow trends and provide recommendations.
Assess working capital needs.
Integrate forecasting with overall strategy.
Qualifications
Bachelor’s degree in finance, economics, accounting or related field.
5+ years progressive experience in FP&A or related area.
Proficient with financial planning software tools.
Strong financial acumen, analytical skills, attention to detail.
Excellent communication skills.
Experience in entrepreneurial environment.
Experience supporting a growing company and developing team members.
CPA or CFA highly preferred.
Construction accounting experience preferred.
Familiarity with M&A processes preferred.
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