Atlas Search
FP&A Manager
Base pay range
$130,000.00/yr - $170,000.00/yr Position Summary
We are seeking a highly motivated and detail-oriented FP&A Manager to join our finance team at a private equity-backed company. This role is pivotal in providing strategic financial insights and driving performance through budgeting, forecasting, and financial modeling. The ideal candidate will have strong analytical skills, business acumen, and experience working in a PE-backed or high-growth environment. This role will have frequent exposure to senior leadership and private equity stakeholders and will help shape the company’s financial planning processes during a period of rapid growth and transformation. Key Responsibilities
Own the annual budgeting, quarterly forecasting, and long-range planning processes in collaboration with department leaders. Develop and maintain complex financial models to support strategic initiatives, scenario planning, and investment decisions. Analyze key business drivers, KPIs, trends, and operational metrics to deliver actionable insights to the executive team. Prepare monthly and quarterly financial reporting packages for internal stakeholders and private equity sponsors. Support strategic initiatives such as M&A, operational improvement projects, pricing strategies, and market expansion. Partner with accounting to ensure accurate financial data and alignment between actuals and forecasts. Track company performance against financial targets and covenants outlined by the private equity sponsor. Continuously improve planning and forecasting processes through automation, dashboarding, and system enhancements (e.g., Adaptive Insights, Planful, Excel, Power BI). Participate in Board of Directors and investor reporting preparation. Conduct ad hoc financial analysis to support strategic decision-making across the business. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 5–8 years of progressive FP&A experience, preferably including experience in a private equity-backed or high-growth company. Strong financial modeling and analytical skills; advanced Excel required. Experience with FP&A tools (e.g., Adaptive Insights, Planful, Anaplan) and ERP systems (e.g., NetSuite, Intacct, SAP). Deep understanding of financial statements, operational metrics, and business drivers. Excellent communication and presentation skills; ability to distill complex data into clear insights for executive stakeholders. Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment. High level of initiative and ownership; able to operate independently while supporting broader team goals. Preferred Experience
Experience working directly with private equity investors and delivering investor-level financial packages. Exposure to M&A, integrations, or post-acquisition financial transformation. Industry-specific experience (e.g., SaaS with ARR metrics, manufacturing with cost accounting, etc.) is a plus. What We Offer
Competitive base salary and annual bonus Equity participation or incentive plan (if applicable) Comprehensive benefits including medical, dental, vision, and 401(k) Opportunity to grow within a fast-paced, performance-driven PE environment High-impact, strategic role with visibility across the organization
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$130,000.00/yr - $170,000.00/yr Position Summary
We are seeking a highly motivated and detail-oriented FP&A Manager to join our finance team at a private equity-backed company. This role is pivotal in providing strategic financial insights and driving performance through budgeting, forecasting, and financial modeling. The ideal candidate will have strong analytical skills, business acumen, and experience working in a PE-backed or high-growth environment. This role will have frequent exposure to senior leadership and private equity stakeholders and will help shape the company’s financial planning processes during a period of rapid growth and transformation. Key Responsibilities
Own the annual budgeting, quarterly forecasting, and long-range planning processes in collaboration with department leaders. Develop and maintain complex financial models to support strategic initiatives, scenario planning, and investment decisions. Analyze key business drivers, KPIs, trends, and operational metrics to deliver actionable insights to the executive team. Prepare monthly and quarterly financial reporting packages for internal stakeholders and private equity sponsors. Support strategic initiatives such as M&A, operational improvement projects, pricing strategies, and market expansion. Partner with accounting to ensure accurate financial data and alignment between actuals and forecasts. Track company performance against financial targets and covenants outlined by the private equity sponsor. Continuously improve planning and forecasting processes through automation, dashboarding, and system enhancements (e.g., Adaptive Insights, Planful, Excel, Power BI). Participate in Board of Directors and investor reporting preparation. Conduct ad hoc financial analysis to support strategic decision-making across the business. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. 5–8 years of progressive FP&A experience, preferably including experience in a private equity-backed or high-growth company. Strong financial modeling and analytical skills; advanced Excel required. Experience with FP&A tools (e.g., Adaptive Insights, Planful, Anaplan) and ERP systems (e.g., NetSuite, Intacct, SAP). Deep understanding of financial statements, operational metrics, and business drivers. Excellent communication and presentation skills; ability to distill complex data into clear insights for executive stakeholders. Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment. High level of initiative and ownership; able to operate independently while supporting broader team goals. Preferred Experience
Experience working directly with private equity investors and delivering investor-level financial packages. Exposure to M&A, integrations, or post-acquisition financial transformation. Industry-specific experience (e.g., SaaS with ARR metrics, manufacturing with cost accounting, etc.) is a plus. What We Offer
Competitive base salary and annual bonus Equity participation or incentive plan (if applicable) Comprehensive benefits including medical, dental, vision, and 401(k) Opportunity to grow within a fast-paced, performance-driven PE environment High-impact, strategic role with visibility across the organization
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