Position: FP&A Manager
Company Overview
The Company is a leading tech-enabled services provider of mobile endpoint procurement, management, and security services. It serves enterprise customers in North America and globally, helping them to procure, deploy, manage, and secure mobile / ruggedized device endpoints at scale across a variety of end markets.
Headquartered near Cleveland, Ohio, the company has 400+ employees and global operations across US/Canada, UK/Europe, and Latin America. This position will operate on-site.
Position Overview
Seeking a highly motivated and skilled FP&A Manager to report directly to the CFO. This role will be responsible for all reporting, analysis, and forecasting activities. The ideal candidate brings strong business acumen, financial reporting experience, FP&A skills, and ability to work with large data sets. This will initially be an independent contributor role; we are looking for someone who thrives in the weeds of Excel models and financial analysis, takes ownership of deliverables, and can serve as a trusted thought partner to the CFO.
Duties and Responsibilities
Financial Planning & Analysis
• Own core FP&A, including financial analyses and report generation on a monthly, quarterly, and annual basis
• Engage in detailed financial forecasting, budgeting, and variance analysis
• Develop, track, and maintain KPIs used to guide management decision-making across the business
• Prepare reporting packages for stakeholders, including senior leadership, lenders, and private equity ownership
• Build/maintain short- and long-term financial models, 13-week cash flow forecasts, and multi-year projections
• Identify trends and discern root cause from large data sets using strong analytical and problem-solving skills
Business & Cross-Functional Collaboration
• Work with other departments, including operations, sales, HR, and IT, to gather and analyze financial data
• Translate financial data into clear and actionable insights for non-finance stakeholders
• Coordinate with accounting to ensure alignment between forecasting, GAAP results, and non-GAAP metrics
Data Analysis
• Analyze data from various systems (E.g. NetSuite for ERP, Salesforce, and ServiceNow) to identify trends and develop meaningful and actionable insights
• Utilize advanced Excel functions and data analysis to interpret complex data sets, providing strategic, data-driven recommendations
Growth Initiatives & M&A
• Work with CFO and senior leaders to support medium- and long-term financial and strategic planning efforts
• Support long-term planning through financial modeling and scenario analysis
• Assist with M&A analysis, due diligence support, integration planning, and pro forma modeling
• Contribute to the development of performance metrics, methods, and targets for acquired businesses
EXPERIENCE & QUALIFICATIONS
Required
• Bachelor’s degree in finance, accounting, economics, or a related field
• 5-10 years of experience in FP&A, investment banking, private equity, transaction services, or corporate finance
• Advanced Excel skills including pivot tables, complex formulas, and data analysis; strong PowerPoint skills
• Understanding of finance and accounting principles, financial statements, cash flow, and operating metrics
Preferred
• Experience in a private equity-backed, acquisitive, or high-growth environment
• Experience working in a global or multi-location business
• Experience with NetSuite or similar ERP systems (or strong technical aptitude to learn new systems)
• Exposure to M&A, due diligence, or post-acquisition financial integration
• General familiarity with leveraged capital structures and lender reporting requirements
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