Senior Financial Planning Manager

1 week ago


Minneapolis, Minnesota, United States Truenorth Executive Search, Inc. Full time

Job Summary

We are seeking a seasoned FP&A leader to partner strategically with the CEO, CFO, and investors at a leading residential services business backed by a private equity sponsor. The ideal candidate will have experience with Power BI and/or implementing Power BI, a strong understanding of the home services industry, and previous experience supporting the operations of a private equity-backed portfolio company.

Key Responsibilities

  • Oversee all financial planning, budgeting, forecasting, and analysis
  • Prepare and deliver financial reporting packages
  • Support M&A activity, evaluating potential business targets, and ongoing due diligence and integration

Requirements

  • Strong understanding of the home services industry
  • Experience with Power BI and/or implementing Power BI
  • Previous experience supporting the operations of a private equity-backed portfolio company

What We Offer

An attractive compensation package including bonus opportunities.



  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Deliver Expert Financial Planning ServicesAs a Senior Financial Planning Specialist at Ameriprise Financial, you will play a critical role in delivering high-quality financial planning expertise to our clients. Your primary responsibility will be to assist advisors in analyzing the financial situations of high-net-worth clients and developing strategies to...


  • Minneapolis, Minnesota, United States Sportradar Full time

    Senior Financial Planning and Analysis ManagerWe're seeking a seasoned Senior Financial Planning and Analysis Manager to join our Global Commercial organization. As a key member of our team, you will be responsible for providing financial planning, analysis, and reporting support to our business leaders.Key Responsibilities:Develop and maintain financial...


  • Minneapolis, Minnesota, United States Target Full time

    About the RoleWe are seeking a highly skilled Senior Manager Financial Planning and Analysis to join our team at Target. As a key member of our Financial Planning and Analysis team, you will play a critical role in driving financial results and enabling strategic execution across the organization.Key ResponsibilitiesLead core financial processes across the...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.The ideal candidate will possess a strong understanding of financial planning, including investing, executive benefits, and retirement planning. They will also have excellent communication and interpersonal skills, with the ability...


  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Expert to join our team at Ameriprise Financial. As a key member of our Advanced Advice team, you will be responsible for delivering financial planning expertise and assisting advisors in analyzing the financial situations of high-net-worth clients.Key ResponsibilitiesDevelop strategies and make...


  • Minneapolis, Minnesota, United States Target Full time

    About the RoleWe are seeking a highly skilled Senior Manager to join our Financial Planning & Analysis team at Target. As a key member of our team, you will play a critical role in driving outstanding financial results and enabling strategic execution.Key ResponsibilitiesInvestigate the potential impacts of strategic business initiatives and...


  • Minneapolis, Minnesota, United States Target Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Target. As a key member of our FP&A team, you will play a critical role in driving financial results and informing business decisions.Key ResponsibilitiesLead core financial processes, including forecasting, annual goal setting, and long-range...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a pivotal role in our financial operations, working closely with cross-functional teams to improve financial processes and procedures.Key Responsibilities:Prepare and analyze financial...


  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Financial Planning AssociateAmeriprise Financial is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our client service team, you will provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading...


  • Minneapolis, Minnesota, United States Target Full time

    About the Role:We are seeking a highly skilled Senior FP&A Manager to join our team at Target. As a key member of our Finance organization, you will play a critical role in driving business growth and success.Key Responsibilities:Investigate the potential impacts of strategic business initiatives and transactions, interpreting financial and operational...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for performing daily banking functions, reconciling balance sheet accounts, and ensuring accurate and timely preparation of sales tax reports.Key Responsibilities:Manage daily...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    **Senior Accountant Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their finance team. This is an exceptional opportunity for an experienced professional to contribute to the company's ongoing success.**Key Responsibilities:**Manage financial tasks, including accounts payable, accounts receivable, payroll, and...


  • Minneapolis, Minnesota, United States Ascend Financial Group Full time

    {"title": "Paraplanner Role Overview", "content": "At Ascend Financial Group, we are seeking a highly skilled and detail-oriented Paraplanner to join our team of financial planners. As a Paraplanner, you will play a critical role in supporting our team in addressing key areas of financial planning for our clients, including retirement and estate planning,...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance team, you will be responsible for conducting periodic and ad hoc analysis of financial data to assist senior management in making informed business decisions.Key Responsibilities:Conduct thorough financial analysis and...


  • Minneapolis, Minnesota, United States Target Full time

    About the RoleThe Senior Manager of Financial Planning and Analysis will play a critical role in driving financial results and strategic execution at Target. This individual will lead core financial processes, assess and analyze key performance indicators, and provide expert financial insights to partners across the organization.Key ResponsibilitiesLead...


  • Minneapolis, Minnesota, United States Now CFO Full time

    Job SummaryThe Financial Planning Manager will play a crucial role in our Accounting team, supporting clients in achieving their financial objectives while ensuring adherence to regulations. This position involves managing budgeting and forecasting processes, analyzing and preparing financial statements, offering financial insights, and optimizing inventory,...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionAt Creative Financial Staffing, we are seeking a highly skilled Senior Accountant to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and timeliness of our financial reporting and analysis.Key Responsibilities:Perform daily banking functions and approve...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Senior Financial Analyst OpportunityOur client, a leading manufacturing company, is seeking a highly skilled Senior Financial Analyst to join their Finance team. As a key member of the team, you will play a critical role in driving business growth and success.Key Responsibilities:Conduct in-depth financial analysis to inform business decisionsDevelop and...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job Opportunity:Are you a skilled Senior Accountant looking for a new challenge? Do you want to join a company that values employee growth and success?We are seeking a Senior Staff Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for compiling and analyzing financial information, assisting the...


  • Minneapolis, Minnesota, United States Target Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Target. As a key member of our FP&A team, you will play a critical role in driving financial results and informing strategic decisions.Key ResponsibilitiesLead core financial processes, including forecasting, annual goal setting, and long-range...