Financial Planning & Analysis Manager

Job Description

Job Description

We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.

Responsibilities :

• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.
• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.
• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.
• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.
• Provide financial support and insights to capital markets business units, working closely with their finance teams.
• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.
• Maintain accurate and up-to-date management basis profit and loss statements.
• Collaborate with cross-functional teams to enhance financial processes and reporting.
• Assist in identifying opportunities for operational improvements and cost efficiencies.
• Support the development of presentations and reports for senior management and stakeholders.
• Bachelor degree with good academics, MBA MSF a +
• 5-10+ FP& A role.  Budgets, plans, forecasts, projects, acctg adjustments
• At least some exp managing / mentoring.
• Business unit FP& A type experience is helpful.
• Ideal Tools :  Excel, Anaplan, PowerBI, Tableau
• Open on industry but something similar is helpful.

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.