Senior FP&A Manager

Beacon Hill is partnering with a high-growth, innovative organization seeking a Senior Manager of Financial Planning & Analysis (FP&A) for a 3-month consulting engagement. Reporting directly to the CFO, this highly visible role will serve as a strategic finance partner across the business, driving financial planning, forecasting, capital management, executive reporting, and data-driven decision-making.

The ideal candidate brings deep FP&A and strategic finance experience, including ownership of a three-statement operating model, 13-week cash flow forecasting, and hands-on experience leveraging Claude AI to streamline workflows, automate reporting, and improve business processes.

This opportunity is ideal for a finance leader who enjoys operating at both the strategic and tactical levels while partnering closely with executive leadership in a fast-paced environment.

Key Responsibilities

Strategic Finance & Business Partnership

• Partner closely with executive leadership on strategic planning, capital allocation decisions, and key business initiatives.
• Support analysis related to growth strategies, commercial initiatives, strategic partnerships, and corporate development opportunities.
• Collaborate with leaders across Sales, Operations, Product, Engineering, and Finance to provide actionable business insights and recommendations.
• Translate financial data into meaningful insights that drive operational and strategic decision-making.

Financial Planning & Analysis

• Lead annual budgeting, long-range planning, and rolling forecast processes.
• Own and maintain the company’s driver-based three-statement operating model, including scenario planning and sensitivity analysis.
• Prepare monthly financial reporting packages, variance analyses, and operational performance reviews.
• Develop executive- and board-level reporting materials that clearly communicate financial performance and business trends.
• Partner with leadership teams to evaluate performance against financial and operational goals.

Treasury & Capital Management

• Own and maintain a rolling 13-week cash flow forecast, ensuring visibility into liquidity and working capital needs.
• Monitor cash position, liquidity trends, and financial covenant compliance while proactively identifying risks and opportunities.
• Support fundraising and capital market activities, including investor materials, diligence requests, and financial analyses.
• Assist with management of debt facilities, reporting requirements, financing activities, and lender relationships.
• Lead financial due diligence efforts involving investors, financing partners, and strategic stakeholders.

Data Analytics & Process Automation

• Build and enhance forecasting models, financial dashboards, and automated reporting processes.
• Leverage Claude AI and other technology solutions to create workflows, automate variance commentary, improve reporting efficiency, and support data-driven decision-making.
• Develop KPI frameworks and performance monitoring tools that provide visibility into business performance.
• Drive process improvements that increase transparency, scalability, and operational efficiency across the finance organization.

Qualifications

• 7+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, Investment Banking, or a related field.
• Strong experience building and maintaining three-statement operating models.
• Hands-on experience owning and managing 13-week cash flow forecasts and liquidity planning.
• Experience supporting capital markets activities, fundraising initiatives, debt facilities, and treasury functions.
• Advanced financial modeling and Excel skills.
• Experience creating executive-level reporting and board presentation materials.
• Proven ability to partner with executive leadership and influence decision-making through financial insights and analysis.
• Hands-on experience utilizing Claude AI to build workflows, automate reporting, streamline financial processes, and improve productivity.
• Strong understanding of KPI development, financial systems, and reporting automation.
• Experience working in high-growth, dynamic environments preferred.