Role: Manager, Financial Planning & Analysis
Reports to: Chief Financial Officer
Department: Finance
Work Location: Remote
Allvia is a Trinity Hunt Partners–backed HR benefits and administration platform, built through the acquisition and integration of industry-leading partner companies. Allvia delivers an integrated suite of benefits advisory, HR services, implementation, and benefits administration solutions to clients across the United States. Backed by a proven sponsor and an active acquisition pipeline, Allvia is scaling quickly through both organic growth and M&A.
About the Role: This role is the right hand to the CFO, owning Allvia’s core FP&A function – budgeting, forecasting, KPI reporting, cash flow planning, and performance management – while serving as a strategic partner to executive leadership and the Board. The FP&A Manager will translate leadership priorities into measurable financial outcomes, delivering high-impact analysis and actionable insights that drive business performance.
The position is responsible for building and enhancing financial models, reporting tools, and operating rhythms that support the Annual Operating Plan, monthly operating reviews, long-range planning and reforecasts, and integration of newly acquired partner companies. It plays a key role in synthesizing insights for executive and Board forums, identifying risks and opportunities across a rapidly growing platform, and driving process improvements as the business scales.
This role also partners cross-functionally with Accounting, Operations, HR, and partner company leaders to strengthen data quality, stand up KPI infrastructure, and establish governance over FP&A assumptions and standards.
What You’ll Do:
- Build and maintain integrated financial models, including consolidated and entity-level budgets, forecasts, and long-range plans that are organized, auditable, and dynamic
- Partner closely with Accounting to ensure alignment between financial reporting, forecasts, and underlying data in NetSuite
- Own the 13-week cash flow model across all entities and bank accounts, and support a proactive treasury consolidation strategy as the platform scales
- Develop and manage partner company–level P&Ls, budgets, and reforecasts, reflecting both organic performance and the impact of M&A activity
- Stand up and maintain KPI dashboards and flash reports – including GRR, NRR, logo retention, attrition, NPS, sales productivity, and utilization – in BI, giving operators and the executive team early-warning visibility into performance
- Analyze financial and operational performance across the platform – revenue, margins, client retention, commissions, labor economics, and implementation throughput
- Partner with operations and business leaders to align financial plans with operational drivers (e.g., new client wins, expansion revenue, churn, billable hours, implementation backlog)
- Prepare and deliver KPI-driven financial reports, dashboards, and executive materials, providing timely, accurate, and actionable insights to the CFO, CEO, and executive team
- Develop and support Board, sponsor, and lender materials, including monthly reporting packages, financial performance reporting, forecasts, and analysis of key risks, opportunities, and strategic initiatives
- Reforecast the annual Budget quarterly (eventually monthly) to reflect current trends, recent data points, and M&A activity
- Support M&A diligence and post-close integration by modeling target financials, evaluating synergies, and integrating newly acquired partner companies into the consolidated plan
- Identify cost-saving opportunities and partner with functional leaders to quantify and track the impact of strategic initiatives
- Manage and develop 1–2 nearshore / offshore FP&A analysts, driving quality, consistency, and efficiency across financial modeling, reporting, and analysis workflows
- Drive process improvements and build scalable FP&A infrastructure, including automation, standardization of reporting, and integration of data across entities
- Support ad hoc strategic analyses and modeling to inform key business decisions and initiatives
About You:
- Bachelor’s degree in Finance, Accounting, or Business
- Minimum of 5–7 years of relevant experience, including a mix of investment banking, private equity, transaction advisory, or consulting, and corporate or business-unit FP&A roles
- Prior experience at private equity–backed companies is required; experience with multi-entity platforms, buy-and-build strategies, or HR / benefits / professional services businesses is highly preferred
- Experience with subscription, retainer, or recurring services revenue models – and familiarity with retention-based KPIs (GRR, NRR, logo retention) – is preferred
- Proven track record of partnering with senior executives and PE sponsors to drive results
- Strong executive presence; quickly develops deep understanding of the business and industry fundamentals and clearly articulates strategy and opportunities for growth
- Advanced financial modeling capabilities, including driver-based three-statement models, 13-week cash flow forecasts, and scenario / sensitivity analyses; models that are organized, auditable, and dynamic
- Deep understanding of working capital and ability to accurately forecast cash flow activity
- Experience with financial planning systems and BI and ERP systems (NetSuite preferred)
- Demonstrated ability to leverage AI and automation tools to enhance financial analysis, forecasting, and development of executive- and Board-level deliverables
- Advanced proficiency in Microsoft Excel and PowerPoint
- Superior attention to detail; ability to manage junior-level resources and multiple competing priorities
- Comfortable navigating ambiguity and driving clarity in a dynamic, fast-paced environment
- CFA and/or CPA certification preferred
Why Join Us:
Allvia is an HR benefits and administration platform at its earliest, most formative stage – backed by Trinity Hunt Partners, with acquisitions already closed and an active pipeline ahead. We’re building deliberately, which means the financial work here is real, complex, and consequential.
- Build, don’t maintain: You’re joining at an inflection point. The FP&A function is being built from the ground up – you’ll design the models, KPI infrastructure, and planning rhythms that will scale with the company through acquisitions and growth.
- Visibility that matters: You’ll work directly with the CFO, CEO, and executive team and contribute to sponsor and lender reporting – your analysis will reach the people making strategic decisions.
- Complexity worth solving: Forecasting across a multi-entity HR services platform – where client retention, expansion, commissions, staffing, and M&A integration all interact – is a genuinely interesting problem.
- Scale with the platform: With an active acquisition pipeline, the FP&A role will grow alongside the business – early impact on process, systems, and team structure creates a clear runway for expanded scope and responsibility.
- Remote-first flexibility: Work from anywhere while contributing to an organization with real operational presence across the United States.
- Competitive rewards: Compensation, benefits, and performance incentives structured for a high-impact role in a growth-stage, PE-backed platform.
