Manager of Financial Planning & Analysis

Position Overview

The Manager of Financial Planning and Analysis (FP&A) plays a critical role in driving financial visibility forecasting accuracy and operational performance in a private equity-backed (PE) project-based construction environment. This role partners closely with operations project management and executive leadership to deliver actionable insights on project profitability cash flow and overall business performance.

The ideal candidate brings strong financial discipline experience in WIP (work-in-progress) accounting and a deep understanding of the construction/project lifecycle.

The annual salary range for this role is between $130000 - $150000 annually commensurate on relevant education related experience and other factors. This position is bonus eligible.

Key Responsibilities

Financial Planning & Forecasting

• Lead the annual budgeting process and rolling forecasts with a focus on project-level revenue margin and cash flow
• Develop detailed models incorporating backlog pipeline conversion and project timelines
• Maintain and enhance long-range planning models aligned with PE value creation goals

Project & Operational Finance

• Partner with operations leaders to monitor:
• Job cost performance
• Gross margin by project
• Change orders and cost overruns
• Analyze and report on WIP schedules
• Drive accountability around project forecasts and margin realization

Reporting & Analysis

• Support delivery of monthly financial packages to executives and PE sponsors including:
  • Variance analysis (actual vs. budget/forecast)
  • Project profitability dashboards
  • Backlog and pipeline reporting
• Provide insights into key drivers: labor productivity material costs etc.

Cash Flow & Liquidity Management

• Develop and monitor cash flow forecasts
• Support working capital optimization

Private Equity & Strategic Support

• Support PE sponsor reporting board materials and lender reporting
• Contribute to value creation initiatives including margin expansion and cost optimization
• Assist with M&A analysis and integration planning

Process Improvement

• Enhance FP&A processes tools and reporting (e.g. models dashboards)
• Improve data integrity across ERP/other internal systems
• Drive standardization of reporting across projects and business units

Required Qualifications

• Bachelors degree in Finance Accounting or related field (MBA or CPA preferred)
• 712 years of experience in FP&A corporate finance or construction finance
• Experience in construction engineering or project-based industries
• Strong knowledge of:
  • Percentage-of-completion accounting
  • WIP reporting
  • Job costing and backlog analysis
• Advanced financial modeling skills (Excel-heavy environment)
• Experience with ERP/project systems (e.g. Viewpoint Vista Sage Procore)

• Background in a high-growth or private equity-backed company preferred

Key Attributes

• Highly analytical with strong business judgment

• Strong business partnering with operations and field leadership
• Ability to translate project-level data into executive insights
• Analytical rigor with strong attention to detail
• Ability to operate in a fast-paced deadline-driven environment

Physical Requirements:

• Requires prolonged sitting standing some bending stooping and stretching. Requires manual dexterity and eye-hand coordination for data input.
• Consistent reliable and timely attendance
• Maintain a clear drug and alcohol screening protocol.

Travel Requirements:

• As needed; approximately 25%.

Management has the right to revise this description at any time. The job description is not a contract for employment and either you or the employer may terminate employment at any time for any reason as outlined in the employee manual or other written agreement.

An Equal Opportunity Employer

We do not discriminate based on race color religion national origin sex age disability genetic information or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.