Financial Planning Manager

3 days ago


Minneapolis, Minnesota, United States Truenorth Executive Search, Inc. Full time
Financial Planning and Analysis Manager - Private Equity

Job Summary:

Truenorth Executive Search, Inc. is seeking a seasoned Financial Planning and Analysis Manager to partner with a leading residential services business backed by a private equity sponsor. The ideal candidate will have experience in financial planning, budgeting, forecasting, and analysis, as well as a strong understanding of the home services industry and Power BI implementation.

Key Responsibilities:

  • Oversee all financial planning, budgeting, forecasting, and analysis for the company
  • Prepare and deliver financial reporting packages to the CEO, CFO, and investors
  • Support M&A activity, evaluating potential business targets and due diligence
  • Play a key role in integrating new acquisitions and supporting ongoing operations
  • Implement Power BI and leverage its capabilities to drive business insights

Requirements:

  • 5+ years of experience in financial planning and analysis, preferably in the home services industry
  • Strong understanding of financial planning, budgeting, forecasting, and analysis
  • Experience with Power BI implementation and data analysis
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

An attractive compensation package, including bonus opportunities, and the chance to work with a leading residential services business in a dynamic and growing industry.



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