Manager, FP&A

Position: Manager, Financial Planning & Analysis

Location: Milwaukee, WI

Duration & Type: Full-Time, Monday – Friday; fully REMOTE

Reports to: Chief Financial Officer

Company: PE-backed Commercial Roofing business rapidly expanding across the United States via a roll-up strategy

Chamberlain Advisors is currently conducting an executive search seeking a Manager of Financial Planning & Analysis for its direct client, a rapidly growing PE-backed commercial roofing business services platform. The Manager of FP&A will lead financial planning, budgeting, forecasting, and cash flow management across corporate and operating entities. Reporting to the CFO, this role oversees variance analysis, financial modeling, KPI tracking, and board reporting, ensuring compliance with financial regulations and driving strategic insights. Additionally, the Manager of FP&A will collaborate with Controllers on M&A, due diligence, and post-acquisition integration, while also supporting ERP implementation, treasury functions, and process improvements. This is an exciting opportunity for a detail-oriented, data-driven finance professional to drive financial strategy, process improvements, and operational efficiency in a dynamic and growing organization.

Core profile: alignment with one of these two core profiles is required to get you in the conversation.

• Manager of FP&A for a PE-backed company: A finance leader with experience supporting the financial strategy and operations of a PE-backed company in the commercial business services or manufacturing sector. Ensures the accuracy and timeliness of monthly, quarterly, and annual consolidated financial reporting, while driving financial planning, budgeting, forecasting, and analysis. Accountable for cash flow management, capital allocation, treasury functions, and financial integrations, providing strategic insights to support growth initiatives. Plays a key role in aligning financial operations with business objectives, ensuring data-driven decision-making and long-term value creation.
• Senior Financial Analyst, Growth-Focused Finance Professional: A results-driven finance professional with experience in financial planning, budgeting, forecasting, and analysis to support business decision-making. Highly analytical with expertise in financial consolidations, bottom-up forecasting and budgeting, material cost analysis, and cash flow projections. Skilled in preparing financial statements, board reporting, and building out comprehensive reporting packages to drive strategic decision-making. Strong proficiency in financial modeling, KPI tracking, trend analysis, and treasury functions, collaborating closely with Controllers and senior leadership. Excels in dynamic environments, providing data-driven insights and financial strategies to support business growth and operational efficiency.
  
  

Differentiators: these will set you apart in the selection process.

• Self-starter & Entrepreneurial Spirit – Desire to want to build, grow, and own the outcomes of a business’s success. Someone with a continuous improvement mindset capable of driving for results often with limited or incomplete information. Fast learner who takes initiative to learn quickly, is proactive and goal-oriented, and runs with what information is available versus waiting to be told what to do next.
• Sharp, Strategic Thinking, & Problem Solving – Candidates should describe themselves as sharp, hardworking, and capable of quickly noticing issues, trends, or opportunities. Able to work upwards (to CEO, CFO, Private Equity Partners, Board of Directors) and across the business (interdepartmental, customers, vendors, etc.); can “see around the corners” to add value to the business and be a strong strategic thinker.
• Process Optimization & Continuous Improvement Mindset – Candidates who identify, plan, and spearheaded key business optimization initiatives following industry best practices; identifying process consolidation opportunities, process flow improvements, etc. that will result in cost savings, and an overall improvement to operations, services, and customer satisfaction.
• Accounting, Financial Planning, Analysis, & Reporting – A CPA-level candidate is preferred, with expertise in financial planning and analysis, ensuring transparency into business performance. The role involves leading the preparation of annual operating budgets, managing short- and long-range (1, 3, and 5-year) planning and forecasting, and collaborating with functional leaders to ensure accurate and strategic budgeting. Responsibilities include overseeing financial reporting, KPIs, and variance analysis while developing reporting packages for the executive team and Board. Providing strategic insights into P&L and key metrics, monitoring performance against budgets, and adjusting forecasts as needed. As well as formulating cash management strategies to minimize risk and support ongoing operations, with flexibility to assist with accounting-related activities when necessary.
• Core Leadership Criteria - A results-driven leader with strong professional fortitude, strategic and tactical decision-making skills, and a hands-on, pragmatic approach. Demonstrates servant leadership through transparency, teamwork, and disciplined execution while fostering alignment and trust. Builds strong relationships by being an open-minded, empathetic, and influential collaborator who listens, guides, and drives meaningful change. Executes with structure, discipline, and a focus on achieving win-win outcomes.
• Technology Proficiency - A data-driven leader with strong proficiency in financial systems, analytics tools, and ERP platforms to streamline budgeting, forecasting, and reporting processes. Skilled in leveraging automation, dashboards, and advanced Excel or BI tools to enhance decision-making and operational efficiency. Adept at integrating new technologies to improve financial modeling, scenario planning, and cross-functional collaboration. Continuously seeks innovative solutions to drive accuracy, transparency, and strategic financial insights.
  
  

What you will be accountable for accomplishing:

• Oversees financial planning, budgeting, and forecasting for the business and operating entities.
• Develops, implements, and maintains accounting policies & procedures to ensure a strong system of internal controls.
• Prepares variance analysis reports and financial models to support decision-making.
• Ensures compliance with local, state, and federal laws and regulations.
• Leads real-time financial performance monitoring, identifying trends and potential risks.
• Manages the month-end consolidation and reporting process, ensuring accuracy and timeliness.
• Establishes and tracks key performance indicators (KPIs) and business objectives to measure financial health.
• Maintains and analyzes data for KPI calculations, providing insights to drive performance improvements.
• Supports the annual audit process, collaborating with corporate and divisional controllers.
• Conducts market research and comparative company analysis to identify opportunities and risks.
• Recommends strategies to enhance financial performance and operational efficiency.
• Provides financial analyses for capital investments, pricing strategies, and contract negotiations.
• Ensures compliance with government reporting requirements and tax filings.
• Assists with M&A activities, partnering with Controllers to facilitate seamless acquisition integrations.
• Supports ERP system implementation, testing, training, and continuous improvements.
• Collaborates with management and accounting teams to align financial strategies with business goals.
  
  

Budgeting & Forecasting

• Manages the development of budgets and bottom-up forecasts, incorporating both top-down and bottom-up approaches.
• Builds budgeting tools from the ground up, enhancing reporting capabilities and improving workflow efficiency.
• Establishes budgeting processes, KPIs, and cash forecast models to enhance financial planning and performance tracking.
• Collaborates with controllers to understand financial assumptions and major budget variances.
• Prepares consolidated financial statements and supports financial reporting processes.
• Conducts trend analysis to identify financial patterns and discrepancies.
• Supports board reporting, providing budget-related financial insights.
  
  

Financial Reporting & Bank Covenants

• Manages financial reporting, ensuring accuracy and alignment with internal and external requirements.
• Oversees bank covenants, monitoring compliance and assessing the impact of financial decisions on covenant thresholds.
• Prepares consolidated financial statements, working closely with controllers to understand key assumptions and variances.
• Supports board reporting, analyzing financial data and identifying discrepancies for executive review.
• Reviews and updates bank balances, evaluating potential covenant risks when adjusting budgets.
• Links financial statements with bank reports, ensuring data accuracy and integrity in reporting processes.
• Collaborates with the CFO on financial reporting, compiling and analyzing data for strategic decision-making.
• Conducts trend analysis and ad-hoc financial research, addressing discrepancies and providing insights for leadership.
  
  

Cash Flow Management & Treasury

• Manages treasury functions, including cash flow monitoring and financial liquidity management.
• Primarily responsible for cash position, cash forecasting, and other cash and borrowing projection models to improve working capital.
• Develops and maintains cash forecasting models, including an 8-week rolling cash flow model and annual projections.
• Oversees cash forecasting processes, ensuring accuracy and alignment with financial planning.
• Analyzes cash flow trends, identifying variances and providing recommendations for improvement.
• Evaluates working capital needs, ensuring sufficient liquidity for operational and strategic initiatives.
• Assesses financial risks related to cash flow, providing insights to senior leadership for decision-making.
• Supports treasury reporting and financial modeling, integrating forecasting data with overall financial strategy.
  
  

What Qualifications You Will Need

• Bachelor’s degree in financial planning, economics, accounting, business, or a related field.
• Minimum of 5 years of progressive experience in financial planning, investment analysis, or a related area.
• Proficient in using financial planning software tools.
• Exhibits strong financial acumen and quantitative skills.
• Demonstrates excellent analytical abilities and keen attention to detail.
• Possesses strong interpersonal, verbal, and written communication skills.
• Experienced in working within an entrepreneurial environment.
• Background in supporting a growing company, creating best practices, and developing team members.
• Certified Public Accountant (CPA) or Certified Financial Analyst (CFA) designation, highly preferred.
• Experience in construction accounting, not required but highly preferred.
• Familiarity with mergers and acquisitions (M&A) processes, not mandatory but preferred.