Manager, FP&A

About the Role

We are hiring a Manager, FP&A to support our strategic planning, operational forecasting, and corporate decision-support, while partnering closely on active M&A execution. The right candidate owns the consolidated corporate model, drives rolling forecasts, and builds executive-level reporting. Between core planning cycles, you will apply transaction-grade rigor to inorganic growth—leading M&A financial modeling, diligence, and post-merger integration. You are equally comfortable building complex SaaS operating models, unit-economic analyses, and M&A valuation models. Direct experience in a B2B SaaS or recurring-revenue business is essential.

Requirements

Key Responsibilities

• Dual mandate – Move fluidly between deal execution and recurring operating-finance work, supporting both M&A workstreams and core FP&A deliverables as priorities shift through the year.
• Transaction & capital structure modeling – Build and own valuation models, develop pro forma combined-entity P&L, balance sheet, and cash flow projections with QoE bridging; and model financing scenarios under various deal cases.
• Financial diligence – Manage diligence workstreams; normalize EBITDA, separate one-time from recurring items, analyze working capital, validate management adjustments, and synthesize findings into actionable insights.
• Post-transaction value capture – Track integration performance against plan, partnering with the FP&A team to monitor and report on results.
• Lender & stakeholder reporting – Prepare and deliver monthly and quarterly reporting to lenders, including financial statements, covenant compliance calculations, and supporting schedules.
• Monthly reporting & cash forecasting – Contribute to the monthly financial reporting package.
• Planning & capital allocation – Partner with Sr Manager, FP&A and leadership on long-range planning, capital allocation, and the evaluation of organic growth investments, applying the same return-driven rigor used in transactions to internal initiatives.

Required Qualifications

• 4–7 years in private equity, investment banking, transaction services, or corporate development at a PE-backed company.
• Demonstrated experience with complex transaction modeling and financial diligence.
• Advanced Excel modeling: three-statement, LBO, accretion/dilution, sources & uses.
• Direct experience in a B2B SaaS or recurring-revenue business, with command of its growth drivers and unit economic.
• Comfortable owning recurring operating-finance deliverables — monthly reporting, cash forecasting, and lender/covenant reporting — not only live deal work.
• Thrives in a role with variable intensity; energized by deep analytical and operating-finance work between deals, not only by live transactions.
• Self-starting mindset, with natural curiosity to identify areas for improvement and the drive to act on them.
• Strong grasp of GAAP, adjusted EBITDA methodology, and quality-of-earnings concepts.
• Excellent written communication; able to translate analysis into executive-ready materials.
• Willingness to work overlapping US Eastern hours during active transaction phases.

Preferred Qualifications

• Prior experience supporting US-based sponsors or sponsor-backed corporates.
• Experience with lender and covenant reporting in a leveraged or sponsor-backed environment.
• CFA.