Role Description
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 growthβleading 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.
Key Responsibilities
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Dual mandate β 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.
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Transaction & capital structure modeling β 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.
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Financial diligence β Manage diligence workstreams; normalize EBITDA, separate one-time from recurring items, analyze working capital, validate management adjustments, and synthesize findings into actionable insights.
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Post-transaction value capture β Track integration performance against plan, partnering with the FP&A team to monitor and report on results.
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Lender & stakeholder reporting β Prepare and deliver monthly and quarterly reporting to lenders, including financial statements, covenant compliance calculations, and supporting schedules.
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Monthly reporting & cash forecasting β Contribute to the monthly financial reporting package.
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Planning & capital allocation β 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.
Qualifications
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4β7 years in private equity, investment banking, transaction services, or corporate development at a PE-backed company.
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Demonstrated experience with complex transaction modeling and financial diligence.
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Advanced Excel modeling: three-statement, LBO, accretion/dilution, sources & uses.
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Direct experience in a B2B SaaS or recurring-revenue business, with command of its growth drivers and unit economic.
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Comfortable owning recurring operating-finance deliverables β monthly reporting, cash forecasting, and lender/covenant reporting β not only live deal work.
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Thrives in a role with variable intensity; energized by deep analytical and operating-finance work between deals, not only by live transactions.
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Self-starting mindset, with natural curiosity to identify areas for improvement and the drive to act on them.
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Strong grasp of GAAP, adjusted EBITDA methodology, and quality-of-earnings concepts.
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Excellent written communication; able to translate analysis into executive-ready materials.
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Willingness to work overlapping US Eastern hours during active transaction phases.
Preferred Qualifications
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Prior experience supporting US-based sponsors or sponsor-backed corporates.
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Experience with lender and covenant reporting in a leveraged or sponsor-backed environment.
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CFA.
Benefits
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Commitment to creating an inclusive and accessible workplace.
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Equal Opportunity Employer.
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Accessible recruitment process for all applicants.