Financial Planning and Analysis Manager, Mergers and Acquisitions

We are partnering with a global organization to recruit a  senior FP&A Manager  to support high-impact strategic finance initiatives at the executive level. This is a  stand-alone role  reporting directly to senior finance leadership and designed for a finance professional with a  private investment or investment banking background  who thrives in complex, transaction-driven environments.

This position blends  investment-banking-level financial analysis  with corporate FP&A, supporting initiatives tied to  valuations, capital structure, mergers and acquisitions, and investor communications . The ideal candidate brings strong modeling capability, discretion, and the ability to translate complex financial analysis into clear, investor-ready insights.

FP&A Manager, Mergers and Acquisitions Details

Monday thru Friday – ONSITE – 8am – 5pm

Great Compensation up to $180K/ year

FP&A Manager, Mergers and Acquisitions Responsibilities
This role focuses on strategic financial analysis, M&A support, and preparation of executive and investor-ready reporting.

Strategic Finance, M&A & Executive Reporting

Build and maintain advanced  financial models , including valuations, scenario analysis, and transaction simulations

Support  capital structure, refinancing, and strategic decision-making  initiatives

Lead financial work streams for  M&A activity , including acquisition analysis, carve-outs, and transaction impact assessments

Support  due diligence and data room preparation , partnering with investment banks, valuation firms, and Big 4 advisors

Analyze multi-entity performance across  P&L, cash flow, and working capital

Prepare  investor- and executive-ready materials , including valuation summaries and Board presentations

Translate complex financial analysis into clear, actionable insights for senior stakeholders

Drive  ad-hoc strategic projects  and deliver time-sensitive analysis to support leadership priorities

FP&A Manager, Mergers and Acquisitions Qualifications

Minimum  7+ years of progressive senior finance experience

2–3+ years of direct M&A experience  (investment banking, private investment, transaction advisory, or similar)

Strong background in  financial modeling, valuations, and transaction analysis

Proven experience preparing  executive and investor-facing materials

Advanced Excel skills; strong PowerPoint proficiency

Experience working with external advisors (investment banks, consultants, auditors)

Comfortable operating independently in a  confidential, fast-paced environment

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