Finance Manager - FP&A

Milestone Funeral Partner•Worcester, MA

2d•$120,000 - $140,000•Remote

About The Position

Milestone Funeral Partners is seeking a proactive, analytically minded Finance Manager – FP&A to lead financial reporting, budgeting, forecasting, and financial integration activities across its growing portfolio. This is a hands-on, manager-level individual contributor role with meaningful ownership and executive visibility. The position reports directly to the Chief Financial Officer and supports continued growth through acquisitions and partnerships. The Finance Manager will lead financial planning and analysis and coordinate the financial integration of newly acquired funeral homes. Working with Finance, Accounting, M&A, Integration, and Operations, the role will help standardize reporting across locations, strengthen financial systems and processes, and provide actionable insights for business decisions. The position is primarily remote, with a preference for candidates in the Greater Portland, Maine area. Remote candidates throughout New England will be considered. Periodic onsite presence in Lewiston/Auburn and limited acquisition-related travel are required. The Finance Manager will own monthly reporting, variance analysis, KPIs, budgeting, forecasting, financial models, and selected recurring reports. The role also supports the CFO with board materials, lender requests, special projects, and acquisition decisions; develops finance-side proficiency in NetSuite and NSPB; and helps transition reporting to a scalable, system-based process. For each acquisition, the Finance Manager will lead finance integration from pre-close through the first full budget cycle, coordinating with the full-time integration team. Responsibilities include maintaining and executing a standard integration checklist, onboarding historical financials, establishing reporting structures and operational finance arrangements, incorporating acquired entities into NetSuite and reporting and budgeting cycles, and tracking performance against underwriting. The role is not responsible for technical accounting or general ledger activity. The company describes its culture as collaborative and focused on accountability, continuous improvement, and professional growth. The finance team works closely with executive leadership to shape how performance is measured and communicated and to develop processes supporting continued expansion.

Requirements

5–10 years of finance and accounting experience, including meaningful FP&A responsibility.
Advanced Excel and financial modeling skills.
Strong budgeting, forecasting, and management reporting experience.
Working knowledge of general ledger structures, financial statements, and the month-end close.
Demonstrated ability to manage cross-functional projects to completion with minimal supervision.
Clear, professional communication with finance leadership, operating leaders, and business owners.

Nice To Haves

Experience with NetSuite and/or planning software such as NSPB, Adaptive, Anaplan, or similar.
Experience with acquisition integration, multi-entity reporting, or high-growth businesses.
Background in a private equity-backed, acquisitive, or multi-location company.
Prior people-management experience is not required; a strong Senior Financial Analyst prepared for broader ownership will be considered.

Responsibilities

Own monthly reporting and variance analysis, including budget-to-actual results and the drivers behind them.
Develop KPI and NSPB budget and forecast reporting for leadership across more than 110 locations.
Lead ad hoc analysis and special projects for the CFO, including board materials, lender requests, and acquisition decisions.
Coordinate the annual budget and rolling forecasts with operating leadership.
Build and maintain financial models for forecasting and management decisions.
Review recurring financial reporting and take ownership of selected reports over time.
Build finance-side proficiency in NetSuite and NSPB.
Support the transition to a scalable, system-based reporting process.
Standardize reporting across acquired locations in partnership with accounting and outside consultants.
Lead finance integration for acquisitions from pre-close through the first full budget cycle, coordinating with the full-time integration team.
Maintain and execute a standard finance integration checklist with defined owners, deadlines, deliverables, and escalation procedures.
Coordinate the M&A team, Integration Director, accounting team, and acquired businesses through the finance integration checklist.
Onboard historical financials and establish reporting structures, GL mappings, banking, and payroll.
Bring acquired entities into NetSuite and the monthly reporting and budgeting cadence.
Track revenue, EBITDA, synergies, and add-backs against underwriting, and translate underwriting into post-close budgets.
Work with Finance, Accounting, M&A, Integration, and Operations to support financial decisions and scalable processes.