Financial Planning & Analysis Manager - Join Robert Half's Premier Private Equity Client in Boston

Robert Half is proud to partner with a leading private equity firm in Boston, Massachusetts, United States, to recruit an exceptional Financial Planning & Analysis Manager. This high-impact role is perfect for seasoned finance professionals who thrive in dynamic environments and want to drive strategic decision-making at the executive level. Located in the heart of Boston's thriving financial district, this position offers unparalleled opportunities to shape the future of a top-tier private equity organization. With a competitive salary starting at $125,000, hybrid work options, and robust benefits, this is your chance to advance your career in FP&A within private equity.

About the Role

As the Financial Planning & Analysis Manager, you will be the cornerstone of financial strategy, delivering actionable insights that fuel business growth and executive decisions. Reporting directly to senior leadership, you'll collaborate across departments including compensation, corporate finance, and capital markets teams. This role demands a strategic mindset, technical expertise in financial modeling, and the ability to translate complex data into clear recommendations. In Boston's competitive job market for FP&A roles, this position stands out for its influence on long-term planning and operational excellence. If you're passionate about private equity finance jobs, financial forecasting, budgeting expertise, and P&L management, this opportunity at our Robert Half client will propel your career forward.

Key Responsibilities

Your day-to-day will involve a blend of strategic planning and hands-on analysis:

• Develop comprehensive financial plans, budgets, forecasts, and multi-year projections to align with overarching business strategy.
• Partner closely with compensation and corporate finance teams for precise financial reporting and informed decision-making.
• Prepare and post journal entries to reconcile tax basis P&L with management basis P&L statements.
• Conduct in-depth financial analyses and swiftly address ad hoc requests from C-suite executives.
• Deliver targeted financial support to capital markets business units, fostering strong partnerships with their finance teams.
• Monitor real-time business changes and anticipated shifts to continuously refine long-term strategic plans.
• Maintain up-to-date, accurate management basis profit and loss statements for reliable reporting.
• Collaborate cross-functionally to streamline financial processes, enhance reporting accuracy, and drive efficiency.
• Identify and champion opportunities for operational improvements and cost-saving initiatives.
• Create compelling presentations and reports for senior management, board members, and key stakeholders.

These responsibilities highlight the role's critical position in supporting private equity portfolio growth and strategic initiatives.

Required Qualifications

To excel in this Financial Planning & Analysis Manager role, candidates must bring:

• A Bachelor's degree in Finance, Accounting, Business, or a related field (MBA or CPA preferred).
• 5+ years of progressive FP&A experience, ideally within private equity, investment firms, or financial services.
• Advanced proficiency in Excel, financial modeling, and ERP systems like Oracle or SAP.
• Demonstrated expertise in budgeting, forecasting, variance analysis, and P&L reconciliation.
• Strong analytical skills with the ability to handle complex datasets and provide strategic insights.
• Excellent communication skills for interacting with senior leaders and cross-functional teams.
• Proven track record in ad hoc analysis, capital markets support, and process optimization.
• Ability to thrive in a fast-paced, high-stakes private equity environment.

Robert Half specializes in placing top FP&A talent in Boston, ensuring our clients get the best in financial planning professionals.

Why Join Us?

Joining this elite private equity firm through Robert Half means more than just a job—it's a career-defining move. Enjoy a salary range of $125,000 - $150,000 based on experience, plus performance bonuses that can significantly boost total compensation. Our client offers comprehensive benefits including health, dental, vision coverage, 401(k) with matching, generous PTO, and professional development stipends. Work in a hybrid model in vibrant Boston, MA, with access to world-class networking in the financial hub of the Northeast. Robert Half provides ongoing career support, from resume optimization to interview coaching, ensuring your success. This FP&A Manager position is tailored for ambitious professionals seeking financial analyst jobs in Boston, private equity careers, and FP&A manager opportunities. Apply today to secure your future in finance!

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