Manager, Corporate FP&A

Crete United • Charlotte, NC

7h

About The Position

Crete United is seeking a Manager, Corporate FP&A that will play a critical leadership role within the enterprise finance function. You will begin by managing the FP&A cadence, analysis, and review of multiple acquisitions in the Crete United portfolio. Operating as part of a broader FP&A team, this individual will lead the enterprise Annual Operating Plan (AOP), monthly forecast cycles, and long-range financial planning process across a 40+ business unit platform. The role requires strong three-statement financial modeling expertise, disciplined analytical review of operating company submissions, and the confidence to operate independently while partnering closely with Accounting, Treasury, Operations, and executive leadership. This position directly supports liquidity planning, leverage management, capital allocation decisions, and enterprise performance visibility in a private equity-backed environment.

Requirements

• Bachelor’s degree in Finance or related discipline (MBA preferred).
• 5+ years of progressive corporate finance or FP&A experience.
• Strong three-statement financial modeling expertise.
• Deep understanding of income statement, balance sheet, and cash flow dynamics.
• Experience in multi-entity, acquisition-driven, or project-based environments preferred.
• Experience with WIP accounting and revenue recognition in construction or mechanical services businesses preferred.
• Advanced proficiency in Microsoft Excel (modeling, scenario analysis, automation).
• Strong executive communication skills and ability to influence senior stakeholders.

Nice To Haves

• Experience in a private equity-backed environment is a plus.

Responsibilities

• Lead the Annual Operating Plan (AOP), monthly forecast cycles, and long-range strategic financial plans across the platform.
• Consolidate, validate, and pressure-test operating company results, forecasts, and budgets to ensure accuracy, consistency, and alignment with enterprise targets.
• Develop and maintain robust three-statement financial models translating P&L forecasts into forward-looking balance sheet and cash flow projections.
• Build and manage EBITDA-to-cash flow bridge models, providing executive visibility into working capital, capital expenditures, debt service, and liquidity drivers.
• Own enterprise reporting packages delivered to executive leadership, including KPI dashboards, forward-looking performance insights, and variance analysis.
• Analyze WIP accounting, revenue recognition, backlog, and margin trends within project-based mechanical, electrical, and plumbing businesses.
• Drive continuous improvement in consolidation processes, financial modeling rigor, and reporting automation.
• Partner cross-functionally with Accounting, Treasury, Operations, and Executive Leadership to support strategic and operational decision-making.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager