JOB SUMMARY

As an FP&A Manager, you will be responsible for overseeing financial planning processes, analysis, and strategic decision support. This role focuses on managing and optimizing financial workflows, ensuring accurate reporting, and providing data-driven insights to drive business performance. You will collaborate closely with senior leadership and cross-functional teams to enhance financial operations and decision-making.

JOB DESCRIPTION

• Lead the development, execution, and continuous improvement of financial planning and analysis processes

• Prepare and present financial reports, summarizing key findings and strategic recommendations

• Monitor industry trends, economic conditions, and regulatory changes to assess their impact on financial strategies

• Oversee financial reporting infrastructure, ensuring accuracy, efficiency, and scalability

• Conduct in-depth variance analysis to identify business drivers and trends affecting financial performance

• Develop and refine detailed budgets and financial forecasts

• Partner with leadership and cross-functional teams to support strategic planning and business initiatives

• Design and implement dashboards, scorecards, and financial reports to enhance decision-making

• Prepare ad hoc financial reports and analyses as needed to support business objectives

• Create and present quarterly financial narratives for private equity (PE) stakeholders

• Participate in management discussions and analysis (MD&A), providing insights on financial performance and business strategy

• Evaluate potential business deals, assessing financial impact and strategic fit

• Extensive experience in mergers and acquisitions, including financial modeling, due diligence, and post-acquisition integration analysis

• Deep expertise in Excel, including complex financial modeling, data analysis, and automation of reporting processes

• Advanced data modeling skills, with the ability to interpret large datasets and translate insights into actionable strategies

• Manage M&A evaluation models and contribute to recommendations for future opportunities

• Identify areas for process improvement and drive initiatives to enhance financial operations

• Support the development of a firm-wide Performance Management framework

Supervisory responsibilities

• N/A

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• N/A

Required education and experience

• Bachelor’s degree in accounting, finance, or a related field

• 5 – 8+ years of experience in financial planning, analysis, and forecasting

• Experience managing financial processes, reporting, and strategic analysis

• Advanced proficiency in Excel and financial modeling

Preferred education and experience

• Experience in a shared services environment

• Professional certifications such as CFA, CPA, or CFP

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.