Financial Planning & Analysis Manager

Title Resources Guaranty

10d

About The Position

The FP&A Manager, Enterprise Reporting & Planning owns the company’s enterprise consolidation and management reporting engine, delivering accurate, timely, and decision‑ready financial insights for senior leadership and our private equity sponsor. The role leads the monthly reporting cadence (preliminary close reporting and monthly operating review package), supports Board‑ and lender‑grade reporting (including debt compliance requirements), and owns multi‑subsidiary reporting mechanics, including intercompany activity and eliminations. This is a high‑impact role for a finance leader who combines strong analytical rigor with executive‑ready communication. You will drive a consistent reporting rhythm, partner cross‑functionally to gather inputs, and translate results into clear variance drivers and forward‑looking implications presented in polished, executive‑ready materials. As TRG continues to scale, the role will support sponsor reporting and M&A diligence requests and help ensure reporting readiness for integration and future growth. The role manages a Senior FP&A Analyst. Corporate function partnering is intentionally limited and primarily focused on budget/forecast governance and spend oversight for a small set of cost centers.

Requirements

7+ years of progressive FP&A/corporate finance experience with demonstrated ownership of management reporting cadence and consolidation workflows.
Proven ability to deliver accurate, tie‑out‑clean reporting under tight deadlines with minimal supervision.
Strong experience creating executive‑ready materials (MOR/Board‑style narrative, variance drivers, and forward‑looking implications).
Experience supporting Board, lender/covenant, and/or PE sponsor reporting strongly preferred.
Experience in multi‑entity environments; comfort with intercompany concepts, eliminations, and management fee mechanics strongly preferred.
Strong modeling skills (workforce/fringe, management fees, scenario/sensitivity), high attention to detail, and disciplined documentation habits.
Prior people management experience; demonstrated ability to coach and raise quality standards required.
Bachelor’s degree in Finance/Accounting or related field; CPA/MBA a plus.

Responsibilities

Own the consolidated FP&A reporting package and translate close results into clear performance insights in partnership with Accounting.
Lead the monthly Prelim and Monthly Operating Review cadence, including the reporting calendar, templates, tie‑outs, version control, and stakeholder inputs.
Produce consolidated KPI scorecards and variance bridges (Actual vs Budget, Actual vs Prior, and Actual/Forecast vs Plan).
Maintain reporting integrity through consistent metric definitions, hierarchies, and reconciliation standards; proactively identify and resolve issues before they surface in executive materials.
Build first‑draft financial content for Board materials, including enterprise performance, outlook, key variances, and supporting tables.
Support debt compliance reporting with required financial tables and calculation support; maintain documentation and a repeatable audit trail.
Respond to routine PE sponsor reporting and ad hoc data requests with controlled definitions, traceability to reported results, and fast turnaround.
Support sponsor and diligence requests by producing accurate, well‑organized data packs aligned to established reporting definitions and consolidation logic.
Maintain “integration‑ready” reporting structures (entity rollups, KPI definitions, mapping/bridge logic) that can scale as new businesses are acquired or integrated.
Own consolidation of budget and forecast inputs across entities, functions, and cost centers, including rollups to consolidated results and alignment of assumptions across legal entities.
Manage planning calendars, submission standards, version control, validation checks, and reconciliation to targets.
Own top‑level planning items not fully captured in functional budgets (allocations, shared services, centralized initiatives, one‑time items, reserves/contingencies) and ensure clear separation of run‑rate versus one‑time impacts.
Support enterprise scenario planning (base/upside/downside) and quantify sensitivities and tradeoffs for leadership review.
Own the enterprise workforce model, including headcount by entity and function, hiring timing, attrition, and compensation assumptions. Including fringe and benefit costs in coordination with HR and Accounting.
Own management fee modeling and reporting, including calculation methodology, entity allocation, and alignment with legal agreements.
Own multi‑subsidiary reporting mechanics, including intercompany activity awareness and elimination impacts in consolidated views.
Support ad hoc modeling requests tied to enterprise planning and reporting needs.
Serve as day‑to‑day FP&A partner for a limited set of corporate functions (e.g., HR, IT, select G&A), focused on budget/forecast governance and spend control.
Own budgets, forecasts, headcount tracking, vendor spend governance, and variance explanations.
Manage and develop a Senior FP&A Analyst with clear deliverables, review routines, and skill progression.
Establish QC processes to minimize rework and ensure reporting accuracy and consistency.