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Connect Search, LLC

Financial Planning and Analysis Manager

oak brook, IL

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Job description

We are conducting a confidential search for an FP&A Manager to join a growing investment platform focused on entrepreneurial businesses in multiple industries.

This is an opportunity to step into a highly visible role where you'll have the freedom to build, improve, and ultimately own the FP&A capabilities supporting multiple operating businesses .

You'll work closely with senior leadership and portfolio-company teams to understand how each business makes money, identify the metrics that drive performance, and create the models and analytics needed to make better decisions.

The role is especially well suited for someone who enjoys being close to the business and wants broader exposure than a traditional corporate FP&A position can provide.

Instead of supporting one established business unit, you'll gain exposure to multiple operating companies, each with its own economics, opportunities, and challenges. That creates a chance to develop a much broader understanding of how businesses operate while working directly with senior leadership.

There is also a significant build component to the position. You'll have the opportunity to determine how information should be analyzed and presented, establish new processes, and create tools that can scale as the portfolio grows.

Your responsibilities will span several areas of finance and analytics, including:

Developing annual budgets, forecasts, and long-range financial plans

Building dynamic financial models to evaluate growth opportunities and different operating scenarios

Analyzing revenue, profitability, cash flow, and key business drivers

Creating KPI reporting and dashboards that give leadership greater visibility into performance

Working with large data sets to identify trends, risks, and opportunities

Developing valuation and investment models, including DCF, LBO, and comparable-company analysis

Partnering with operating leaders to improve financial performance and profitability

Supporting strategic initiatives, acquisitions, and other transaction-related activity

Preparing and improving monthly management reporting

Maintaining enough exposure to the accounting function to understand the financial information behind the analysis

Creating FP&A processes and tools that can be replicated as additional businesses are added to the portfolio

Successful candidates will bring:

5+ years of professional experience in FP&A, strategic finance, accounting or transaction advisory

Advanced Excel and financial modeling skills

Strong budgeting, forecasting, and scenario-planning experience

Ability to interpret financial statements and understand the accounting behind the numbers

Experience analyzing business performance and identifying key operating drivers

Familiarity with valuation methodologies such as DCF, LBO, and comparable-company/transaction analysis

Strong quantitative and analytical skills

Comfort working with large and sometimes imperfect data sets

Ability to communicate financial concepts clearly to business leaders

A high degree of initiative and comfort working independently

A genuine interest in building processes rather than simply inheriting them

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Worksite address

oak brook, IL, 60523, US

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