Senior Manager, FP&A

Job Purpose

The Senior Manager FP&A is responsible for owning, architecting, and executing the end-to-end financial planning, rolling forecasting, and strategic analysis cycles for the Americas. This role focuses heavily on commercial finance, unit economics, and forward-looking planning, rather than traditional backwards-looking accounting controllership. The Senior Manager FP&A will lead the 3-year Long-Term Strategic Planning model, annual budgeting cycles, and monthly forecasting updates, ensuring full visibility across P&L and working capital. Acting as a core growth partner, this individual will challenge operational assumptions, evaluate M&A bolt-on performance, and translate financial outputs into executive-ready narratives and deliverables.


Key Responsibilities
Long-Term Strategic Planning & Forecasting

• Own the design, maintenance, and execution of the 3-year Long-Term Strategic Planning model to project the financial impact of various growth scenarios.
• Lead the annual budgeting process and oversee the execution of the dynamic, monthly rolling forecasting cycle across the Americas division.
• Build, scale, and continuously refine integrated end-to-end P&L and working capital (Balance Sheet) planning models.
• Consolidate, track, and evaluate financial projections for newly acquired operations and bolt-on entities (e.g. Mainstreet) to ensure seamless integration and variance tracking.

Commercial Finance & Business Partnering

• Act as a dedicated, embedded finance business partner to senior operational leadership, translating complex operational metrics into clear financial realities.
• Conduct precise, deep-dive analysis on labor margins, contract pricing architectures, and capacity utilization to safeguard divisional EBITDA targets.
• Lead monthly budget-versus-actual variance reviews, shifting the management dialogue away from historical scorekeeping toward proactive decision-making.

Executive Reporting & Presentation Design

• Construct, design, and deliver high-impact presentation decks for the Executive Committee, Private Equity sponsors, and the Americas President.
• Synthesize highly complex, multi-layered data structures into clear, commercially grounded insights and executive-ready narratives.

System Modernization & Team Leadership

• Manage, mentor, and maximize the operational throughput of one dedicated, full-time offshore financial analyst.
• Evaluate, test, and champion the integration of modern, automated FP&A planning tools and automated data pipelines to move the organization away from manual spreadsheets.
• Collaborate closely with the controllership team to align underlying data extraction layers with strategic forecasting priorities

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a highly quantitative field.
• 8–12+ years of progressive strategic FP&A, investment banking, or corporate finance experience, with a proven track record in a Senior Manager or Director capacity within professional services or corporate environments.
• Full US Work Authorization with no current or future visa sponsorship requirements.
• Fluency in building and maintaining integrated three-statement financial forecasting models, with a focus on operational drivers and dynamic scenario analysis.
• Exceptional communication and data storytelling skills, with a proven ability to shape executive decisions through credible, visual analysis.

Preferred Qualifications

• Experience within the Services Sector (e.g., professional services, B2B services, or human capital management), with exposure to labor utilization models and margin analysis.
• Hands-on experience navigating data extraction layers and corporate reporting hierarchies within enterprise ERP networks (SAP environments strongly preferred).
• Advanced degrees (MBA) or professional certifications (CFA, CMA, or equivalent qualified).
• Direct experience operating within a Private Equity-backed or fast-paced, matrixed corporate growth environment.
• Exposure to data analytics platforms is valuable (e.g. PowerBI).

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work 6 years in a row by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check and drug screen are required for employment.