Why would I want this job?
Summary
We are seeking an experienced Fractional FP&A Manager to provide strategic financial planning and analysis support. The ideal candidate will partner with senior leadership to enhance forecasting, reporting, and performance management. This role is designed for a professional who can bring structure, rigor, and strategic insight to a growing mid-size organization without the need for a full-time hire.
What would I be doing?
Key Responsibilities
- Budgeting & Forecasting
- Lead the development of annual budgets and quarterly forecasts in collaboration with department leaders.
- Build financial models to evaluate company performance and support strategic planning.
- Provide scenario and sensitivity analyses to support decision-making.
- Financial Reporting
- Prepare monthly and quarterly management reporting packages with variance analysis against budget, forecast, and prior year.
- Track and report key performance indicators (KPIs) relevant to business operations.
- Deliver clear and actionable insights to finance leadership and executive team.
- Business Partnering
- Work cross-functionally with department heads to align financial plans with operational goals.
- Support leadership in evaluating new business initiatives, capital investments, and resource allocation.
- Process & Systems
- Improve efficiency and accuracy of financial reporting through process improvements and best practices.
- Ensure alignment of financial planning with company accounting systems and ERP tools (e.g., NetSuite, Sage Intacct, or similar).
- Strategic Support
- Provide insights into profitability, cost optimization, and working capital management.
- Contribute to board-level and private equity reporting as needed.
What would make me qualified?
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- 7+ years of progressive FP&A or corporate finance experience, ideally within a mid-size or growth-stage company.
- Proven track record of building and maintaining financial models, budgets, and forecasting processes.
- Strong analytical skills and advanced proficiency in Excel/PowerPoint and financial reporting tools.
- Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and FP&A tools (e.g., Adaptive Insights, Anaplan, or similar).
- Exceptional communication skills with the ability to present financial information clearly to both finance and non-finance stakeholders.
- Consulting, fractional, or contract experience a plus.