Manager FP&A - Private Equity Advisory

The company is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today's most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join the company, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What You'll Do

• Support the development of FP&A processes at portfolio companies, aligning reporting cadences with production and S&OP cycles; help connect plant-level KPIs to broader business drivers.

• Assist in building operating and cash flow models, incorporating key elements like SKU/margin waterfalls, standard costing, labor absorption, and capex planning.

• Translate strategic plans into annual budgets and rolling forecasts; support monthly variance analysis and performance tracking.

• Contribute to the design of dashboards and scorecards that link operational metrics (e.g., OEE, yield, throughput) to financial outcomes (e.g., revenue, margin, EBITDA).

• Help refine cost accounting processes including BOM/routing integrity, labor efficiency, overhead rates, and SKU/channel profitability.

• Participate in 13-week cash flow forecasting and support liquidity planning under various volume/mix scenarios.

• Collaborate with operations and finance teams to integrate demand, supply, and capacity plans into financial forecasts; assist in identifying working capital opportunities.

• Support business case development for capex initiatives and help implement governance and post-investment reviews.

• Work with data and systems teams to improve analytical tools (Excel, Power BI/Tableau).

• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.

• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

• Build relationships across portfolio leadership and plant teams; contribute to project delivery and internal practice development.

What You'll Bring

• 5+ years’ experience in FP&A preferably in a Private Equity backed company.

• Proven ability to build trusted relationships and advance through roles by driving impact and collaborating effectively across teams and leadership.

• Experience conversing with Controller group and accounting team, including fluent knowledge of the main elements and drivers of income statement, balance sheet and statement of cash flow.

• Strong analytical and modeling skills with significant experience building complex financial models for analysis and forecasting, with ability to summarize key data into executive dashboards.

• Advanced expertise of Microsoft Excel (e.g., macros, pivot tables, etc.) and PowerPoint.

• Knowledge of data analytics and related tools (e.g., Tableau, Alteryx, SQL) and EPM tools (Adaptive, Anaplan, OneStream) a plus.

• Manufacturing cost expertise: Standard costing, variance analysis (rate/volume/mix), absorption, PPV/commodity tracking (e.g., steel, resin, energy), and working-capital optimization.

• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.

• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.

• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA/CA preferred).

• 3–6 years of experience in FP&A, corporate finance, or financial the company, preferably within manufacturing, distribution, or industrial sectors.

• Strong understanding of cost structures, standard costing, and inventory accounting concepts.

• Proficiency with Excel and Power BI (experience with ERP and CPM tools is a plus).

• Excellent analytical, communication, and presentation skills – able to translate complex data into clear business insights.

• the company experience or exposure to private equity backed businesses is preferred.

• Willingness to travel up to 40%; travel varies based on client preferences.

#LI-Remote

#LI-MOH1

Benefits Summary

The the company total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at the company, please visit our dedicated benefits site: [link for members]

Equal Employment Opportunity (EEO)

The company provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, the company is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.