Description:

Role Overview

We are seeking an experienced FP&A Manager to lead complex financial analysis, forecasting, and strategic planning engagements. This role requires a strong analytical mindset, client-facing capability, and the ability to translate financial data into actionable business insights. The FP&A Manager will work closely with senior stakeholders to support business decisions, transactions, and long-term value creation.

Key Responsibilities

Financial Analysis & Modeling:

Lead and deliver complex financial analysis and modeling engagements, including:

- Forecasting business initiatives and growth strategies

- Evaluating financing alternatives and capital structures

- Performing scenario, sensitivity, and what-if analyses

- Assessing cash flows to investors and other stakeholders

- Build, enhance, and maintain robust financial models to support strategic and operational decision-making.

Budgeting, Forecasting & Performance Management:

- Lead the development of annual budgets, rolling forecasts, and long-range plans, ensuring alignment with business objectives and operational realities.

- Design and manage performance dashboards and management reports to track KPIs, financial performance, and variances.

- Partner with business stakeholders to interpret results and drive corrective actions.

Data Analysis & Insights:

- Oversee the compilation, organization, and analysis of financial and operational data.

- Identify trends, risks, and opportunities to support both short-term performance management and long-term planning.

- Ensure data accuracy, consistency, and integrity across reporting outputs.

Strategic & Transactional Support:

Support strategic initiatives, including:

- Mergers and acquisitions

- Fundraising and financing transactions

- Business restructuring and growth initiatives

Conduct research and financial due diligence, including:

- Review of financial statements and legal agreements

- Analysis of business strategies and tax implications

- Preparation of transaction-related financial insights and summaries

Client & Stakeholder Management:

- Act as a trusted advisor to clients and internal stakeholders.

- Lead and participate in client meetings (virtual and in-person), ensuring high-quality delivery and responsiveness.

- Manage FP&A engagements end-to-end with a strong focus on client service excellence.

Process Improvement & Tools:

- Continuously enhance FP&A models, tools, and processes to improve efficiency and insight.

Leverage value-added skills such as:

- Power BI or other BI/visualization tools

- FP&A platforms or planning systems

- Coding or automation (where applicable)

- Drive standardization and best practices across FP&A deliverables.

Team Leadership & Development:

- Mentor, coach, and guide junior team members.

- Provide ongoing feedback, knowledge sharing, and support for skill development.

- Contribute to building a high-performing, collaborative FP&A team.

Required Qualifications & Experience:

Education & Certifications:

- Bachelors degree in Finance, Accounting, Economics, or a related field

- CFA or equivalent professional qualification (CA, CPA, MBA Finance) is preferred

Relevant Work Experience:

5 to 7 years of relevant experience in:

- Financial Planning & Analysis

- Corporate finance

- Business advisory or consulting

Proven experience in:

- Financial modeling and forecasting

- Budgeting and performance management

- Supporting strategic initiatives and transactions

- Prior client-facing or stakeholder-management experience is highly desirable.

Technical & Professional Skills:

- Advanced proficiency in Microsoft Excel

- Strong working knowledge of Word and PowerPoint

- Familiarity with US GAAP

- Experience with Power BI, FP&A tools, or financial systems is a plus

- Strong project management skills, with the ability to handle multiple initiatives under tight deadlines

Key Competencies:

- Strong analytical and problem-solving abilities

- Excellent written and verbal communication skills

- High attention to detail with a strategic mindset

- Ability to thrive in a fast-paced, evolving environment

- Client-focused, proactive, and results-oriented approach