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Robert Half Logo Robert Half · Finance

Financial Planning & Analysis Manager

United States, Waukesha · Job Posted May 27, 2026
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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.

Job Responsibility

  • 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

Requirements

  • 5+ years of experience in financial planning and analysis, corporate finance, transaction support, or a related field
  • Demonstrated experience supporting mergers and acquisitions, divestitures, or other strategic investment activities
  • Strong capabilities in financial modeling, budgeting, forecasting, and analytical problem-solving
  • Knowledge of accounting principles, financial reporting requirements, and internal control frameworks within a public company setting
  • Ability to manage cross-functional projects involving finance, treasury, tax, legal, and audit stakeholders
  • Proficiency with enterprise and planning tools such as SAP, Smartsheet, or similar business systems
  • Familiarity with due diligence processes, post-close financial integration, and working capital or purchase accounting considerations
  • Excellent communication and organizational skills with the ability to manage multiple priorities and deadlines

What we offer

  • medical, vision, dental, life and disability insurance
  • company 401(k) plan
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