Job Description

The Financial Planning & Analysis Manager serves as a key strategic partner to leadership, delivering advanced financial planning and analysis for Krause Group and its various entities, both domestic and international. This role combines traditional FP&A responsibilities with strategic deal support, leveraging transaction experience to drive business growth and operational excellence. The FP&A Manager assists in audits, interprets complex financial models to support capital investment decisions, and evaluates business opportunities with significant organizational impact. They provide high-quality management reporting, implement forecasting processes for annual and long-range planning, and deliver analytics and support to business and department leaders. This position is a trusted partner to senior leadership while remaining hands-on in financial modeling and analysis.

Principal Functions of the Job

Key Responsibilities

Strategic Financial Planning & Analysis

• Lead advanced financial analysis and scenario modeling for both domestic and international entities; recommend strategic actions based on insights and trends.
• Develop, validate, and enhance financial models for capital projects, acquisitions, and other investment opportunities; clearly present recommendations to senior leadership.
• Serve as a business partner to leaders, providing data, analytics, and research to drive fact-based decision-making.
• Partner with business leaders to create, monitor, and refine annual budgets, forecasts, and multi-year financial plans.
• Develop and track KPIs, dashboards, and reporting tools to measure financial performance against strategic objectives.
• Identify and implement opportunities to improve reporting, forecasting, and analytical processes to increase efficiency and accuracy.
• Build and maintain driver-based financial models to evaluate performance, identify trends, and support decision-making.
• Conduct variance analysis comparing actuals to budget/forecast, identifying drivers and recommending actions.

M&A & Strategic Initiatives

• Lead financial due diligence for potential acquisitions, including target screening, valuation modeling, and risk assessment.
• Build merger models, synergy analyses, and pro forma projections to support deal evaluation and negotiations.
• Design and execute post-acquisition financial integration, including systems consolidation, reporting harmonization, and synergy tracking.
• Conduct market research, competitive analysis, and strategic alternatives assessments to identify growth opportunities.

Financial Reporting & Process Improvement

• Collaborate with leaders across multiple business units to provide financial insights and decision support.
• Provide guidance and mentorship to team members, fostering professional growth and knowledge sharing.
• Lead budgeting and forecasting cycles, partnering with department leaders to set targets and track performance.

Other Duties

• Perform ad hoc analysis, special projects, and assignments as directed by leadership.

Duties and responsibilities, as required by business necessity may be added, deleted, or changed at any time at the discretion of management, formally or informally, either verbally or in writing. Scheduling, assignments, and work location may be changed at any time, as required by business necessity.

Qualifications

Knowledge and Experience

• 5–7 years of progressive experience in financial analysis, FP&A, or related field.
• Experience with business intelligence or data visualization tools required.
• CPA, CFA, or MBA in Finance preferred.
• Experience implementing financial systems (ERP, FP&A tools, expense management, etc.) preferred.
• M&A experience preferred.
• Experience in multi-entity or international business environments preferred.

Skills and Qualifications

• Strong understanding of FP&A processes: forecasting, budgeting, long-range planning, reporting, and performance measurement.
• Advanced proficiency in merger models, DCF analysis, and comparable company/precedent transaction analysis, with the ability to translate complex data into actionable insights.
• Proficiency in business intelligence tools (Vena, Tableau, Power BI, Adaptive Insights, Anaplan, or similar).
• Ability to partner cross-functionally with operations, marketing, and other teams to understand business drivers beyond the numbers.
• Exceptional presentation and storytelling skills for audiences ranging from operational teams to executives.
• Direct involvement in 3+ M&A transactions, including due diligence, valuation, and integration.
• Experience managing or participating in buy-side due diligence processes.
• Hands-on experience with post-merger integration planning and execution.
• Ability to connect financial analysis to broader business strategy and market dynamics.
• Proven ability to manage complex, time-sensitive projects with multiple stakeholders.
• Strong written, verbal, and presentation skills; able to communicate with both technical and non-technical audiences.
• Strong analytical, critical thinking, and problem-solving skills.
• Ability to meet deadlines and manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Office Suite, with advanced Excel skills.
• Demonstrated ability to work independently while collaborating effectively with cross-functional teams.
• Ability to maintain confidentiality and handle sensitive information with discretion.

Krause Group believes in People First. We are an Equal Opportunity Employer building a culture of equity and inclusion.

Krause Group Purpose

Our purpose is to enhance the way people experience the world.

Krause Group Mission

Our mission is to nurture our family of brands, creating opportunities to do good in the world.

Krause Group Values

• Agility- We challenge the status quo with open minds, flexibility, and speed. We are comfortable being uncomfortable. We view change as opportunity.
• Courage - We take risks. We innovate. We win or learn. We push limits, disrupt norms, and define our own path.
• Growth Mindset - We are building an organization and legacy that will outlive us. We are continuously learning. There is no final-destination, only the journey to be better than we were yesterday.
• Inclusion - We actively seek and welcome alternative points of view. Diverse perspectives improve decision-making and make us all more successful.
• Integrity - We do the right thing, even when it’s difficult. We do not take shortcuts and always take accountability.
• Community Focused - We are committed to positively impacting our communities, stakeholders, and associates. We do good and encourage others to join us.

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