Career Opportunity

Manager, Financial Planning and Analysis

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Category

Accounting/Finance

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Location

Charlotte, North Carolina

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Salary

$130,000 - $150,000

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Job Reference

54095

Job Description

Manager, Financial Planning and Analysis
We are working with a private equity backed, multi-site organization looking to hire a Manager, FP&A. The position is newly created to help guide the operational and strategic direction of the company including budget, forecast, and KPI development. The position is an individual contributor Manager role.

Primary Responsibilities

  • Conduct in-depth financial reviews on a daily, weekly, and monthly basis to evaluate performance and deliver actionable insights.

  • Drive the creation and maintenance of financial models that support strategic planning and long-term business goals.

  • Develop tools and systems to extract and interpret key data from the company’s ERP platform, enabling informed, data-driven decisions.

  • Partner with cross-functional teams to define, track, and analyze key performance indicators (KPIs).

  • Provide thoughtful feedback to colleagues and leadership, contributing to continuous process and operational improvement.

  • Lead financial analysis and modeling efforts for potential acquisitions, offering strategic insights and recommendations.

  • Collaborate closely with operations teams to assess market trends and uncover new opportunities for growth.


Qualifications & Experience

Required:

  • Bachelor’s degree in a quantitative field such as Finance, Accounting, Mathematics, Information Technology, or Statistics—or equivalent work experience.

  • A minimum of 5 years of relevant experience in financial analysis, planning, or a related role.

  • Advanced skills in Microsoft Excel, PowerPoint, and working with ERP systems.

  • Recent hands-on experience in helping scale finance functions within a growing organization.

  • Strong organizational skills, a sharp eye for detail, and the ability to prioritize effectively in a fast-moving environment.

  • Comfortable managing multiple tasks under tight deadlines while working independently in a remote setting.

Preferred:

  • Proficiency with data visualization tools such as Power BI or similar platforms.

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Get to know our
Accounting/Finance Recruiter

Amy Searles

Accounting & Finance

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(847) 429-2544

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