What are the responsibilities and job description for the Financial Planning and Analysis Specialist position at Finatal?
Finatal is partnered with a well-known middle-market Private Equity Firm in search of an FP&A Specialist for one of their new portfolio company acquisitions. The company is a $170mil manufacturer and service provider of industrial equipment. This is an exciting opportunity to join a newly acquired portfolio company of a reputable private equity firm that has aggressive growth plans.
Reporting to the Controller, the FP&A Specialist will play a pivotal role in providing financial insights and projections to the organization. This individual will be responsible for analyzing financial data, creating financial models, and generating reports to help guide strategic decision-making.
The FP&A Specialist will collaborate with various departments to develop budgets, forecasts, and performance metrics, ensuring that the company’s financial goals are achieved. The role is in office and will require onsite presence in Pittsburgh as well as Morgantown, WV.
Financial Analysis and Reporting :
- Analyze financial data and performance metrics to identify trends, variances, and areas for improvement
- Prepare and distribute monthly, quarterly, and annual financial reports
- Own the revenue recognition process including – setting up projects, booking monthly journal entries and various reconciliations for forecasting
- Prepare quarterly review of E&O reserves
- Perform monthly borrowing base reporting / covenant compliance calculations
- Develop and maintain complex financial models to support business planning and decision-making including 13-week Cash Flow models
Budgeting and Forecasting :
Ad-Hoc Analysis :
Requirements :
Minimum 6-8 years of relevant professional experience working in a FP&A capacity. Strong preference for candidates with experience in a multi-site manufacturing environment and similar experience in a PE-owned portfolio company
Salary : $170
