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Financial Planning & Analysis Manager
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Robert Half
Waukesha, WI (In Person)
Full-Time
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Job Description
We are looking for a Financial Planning & Analysis Manager to support strategic transactions and serve as a key finance partner for corporate development initiatives in Waukesha, Wisconsin. This role will guide financial planning, diligence, and post-close activities across acquisitions, divestitures, and investments while collaborating with accounting, treasury, tax, legal, and audit stakeholders. The ideal candidate brings strong analytical judgment, transaction experience, and the ability to coordinate complex finance workstreams in a public company environment.
Responsibilities:
- Serve as the central finance contact for corporate development activities, aligning deliverables across accounting, treasury, FP&A, and business unit finance teams.
- Lead finance priorities for acquisitions, divestitures, and strategic investment projects, ensuring key milestones are supported according to transaction schedules.
- Evaluate deal-related accounting, financial reporting, and control considerations during diligence and transaction planning, and help resolve related issues.
- Work closely with treasury to assess funding strategies, liquidity needs, cash flow effects, and capital structure implications tied to transactions.
- Coordinate contributions from tax, legal, internal audit, and external advisory partners to help drive efficient execution and regulatory compliance.
- Support public company reporting and governance expectations by maintaining adherence to internal accounting policies, reporting standards, and control requirements.
- Oversee post-close finance activities such as inventory verification, purchase accounting updates, general ledger alignment, working capital reviews, and integration into recurring close cycles.
- Monitor transaction-related items including earn-outs, escrows, holdbacks, and transition service accounting, ensuring accurate tracking, reconciliation, and reporting.
- Partner with internal audit and finance leadership to incorporate acquired businesses into the company's control framework and address identified control gaps.
- Identify opportunities to improve processes, standardize transaction support activities, and enhance financial analysis for post-transaction performance monitoring.