Financial Planning and Analysis Manager

Job Title: Financial Planning and Analysis Manager

About Us: Bernau Capital Partners is a family of affiliated companies built on a simple belief: family-owned businesses create lasting value when exceptional people are empowered to grow them. We are long-term operators who are deeply committed to building world-class companies, developing talented teams, and creating sustainable success for generations to come.

Our approach is hands-on. We invest not only capital, but also our time, expertise, and resources into helping our businesses reach their full potential. We foster a culture of accountability, continuous improvement, entrepreneurial thinking, and collaboration, where employees have the opportunity to make a meaningful impact and help shape the future of the organization.

As our portfolio continues to expand, we are strengthening our finance organization to support strategic decision-making across our businesses. This is an exciting opportunity to join a growing organization, partnering closely with executive leadership to drive financial performance, improve visibility into key business metrics, and support long-term growth initiatives.

At Bernau Capital Partners we are committed to investing in our people and providing an environment where talented professionals can build rewarding careers.

We are seeking an experienced FP&A Manager who is eager to take ownership, influence strategy, and help build best-in-class financial planning and analysis capabilities across our organization.

Why Join Us?

• Competitive salary and performance-based bonus
• Health, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities
• Flexible work environment
• Reward and Recognition Programs

Position Overview: We are seeking a highly analytical FP&A Manager to lead financial planning, business performance analysis, and mergers and acquisitions support across the organization. This role will partner closely with executive leadership, operations, and business unit leaders to drive financial strategy, evaluate investment opportunities, and support critical decision-making. The ideal candidate combines strong FP&A fundamentals with hands-on Mergers and Acquisition experience, including financial modeling, due diligence, valuation analysis, and post-acquisition integration support.

Primary Duties and Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support strategic initiatives and executive decision-making.
• Analyze company performance, KPIs, margins, cash flow, and operational trends to identify risks and opportunities.
• Deliver actionable insights and recommendations to senior leadership and department heads.
• Support board materials, investor presentations, and executive reporting packages.
• Partner cross-functionally with operations, sales, and accounting teams to improve financial visibility and business performance.
• Drive process improvements and automation across FP&A workflows and reporting.
• Supports the preparation and presentation of monthly financial statements, contributes to the annual budgeting process, and supports continuous improvement initiatives.
• Solid knowledge of accounting principles, financial reporting practices, and internal control standards.
• Ability to review reconciliations and financial statements with a high degree of accuracy and attention to detail.
• Ensure the integrity, accuracy, and validity of the information being reported.

Mergers & Acquisitions

• Support end-to-end M&A activities including target screening, valuation, financial modeling, due diligence, and integration planning.
• Build acquisition and scenario models including accretion/dilution, DCF, LBO, and synergy analysis.
• Coordinate due diligence efforts across finance, legal, HR, tax, and operational teams.
• Evaluate strategic investments, partnerships, and capital allocation opportunities.
• Prepare investment committee and executive level presentations for acquisition opportunities.
• Assist with post-merger integration tracking, synergy realization, and performance reporting.

Monitor market trends, competitive intelligence, and industry developments relevant to company strategy.

Requirements and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• MBA, CPA, or CFA preferred.
• 5+ years of progressive experience in FP&A, corporate finance, investment banking, or related financial roles.
• Strong M&A transaction experience including financial due diligence and valuation analysis.
• Advanced business intelligence technical skills, including Power BI
• Excellent communication and presentation skills with the ability to influence senior stakeholders.
• Ability to manage multiple concurrent priorities in a fast-paced, transaction-oriented environment.
• Comfortable operating in an entrepreneurial, high-growth organization with evolving priorities.
• Solid knowledge of accounting principles, financial reporting practices, and internal control standards.

AAP/EEO Statement

It is the policy of Arona Home Essentials to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation, gender identity, veteran status, or any other protected class by federal, state, or local laws. The Company prohibits and will not tolerate any such tolerate any such discrimination or harassment.

The above statements are intended to describe the general nature and level of work performed by employees assigned to this classification. The statements are not intended to be an exclusive list of job duties performed by employees assigned to this classification. Other tasks may be assigned by management.