The Heritage Group · 17 hours ago
Senior Manager, FP&A
Indianapolis, IN
Full-time
Onsite
Senior Level
7+ years expThe Heritage Group is a fourth-generation, family-owned business focused on construction and materials, environmental services and specialty chemicals. They are seeking a dynamic Sr. Manager, Financial Planning & Analysis (FP&A) to drive strategic initiatives, deliver actionable insights, and partner with leaders across the organization to shape the financial future of THG.
ConstructionEnergyInfrastructureRecyclingVenture Capital
Responsibilities
Lead development of profitability and cash flow forecasting models to strengthen THG’s financial planning capabilities
Partner with operating companies to maintain and enhance THG’s rolling balance sheet forecast
Support annual valuations of THG’s operating companies, providing critical inputs for strategic and investment decisions
Partner with key stakeholders across the organization to establish a consolidated planning and forecasting process and timeline for the enterprise
Play a key role in the successful implementation and optimization of the Oracle financial reporting and planning suite
Collaborate with Corporate Finance and the Board to track and evaluate returns on growth capital investments
Provide data-driven insights and recommendations that directly influence enterprise strategy and capital allocation
Partner with Treasury in the implementation of Capital allocation analysis and reporting
Build strong partnerships with finance executives across THG’s operating companies, fostering collaboration and alignment
Mentor and support colleagues in performance management, recruiting, and career development initiatives
Champion THG Corporate Finance’s evolution into a best-in-class FP&A function recognized for innovation, rigor, and impact
Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company’s core values, competencies, and skills
Qualification
Required
Bachelor's or Master's degree in Business, Finance, Accounting, or related field
7+ years of progressive finance experience, including at least 3 years in FP&A
Proven expertise in financial analysis, forecasting, and advanced Excel modeling
Ability to solve complex problems independently, even with incomplete data
Strong business acumen with the ability to translate financial insights into strategic recommendations
Highly organized, detail-oriented, and adept at managing multiple priorities under tight deadlines
Exceptional written communication skills, with the ability to distill complex financial concepts into clear, compelling narratives
Confident verbal communicator who can articulate perspectives while valuing diverse input
Proactive collaborator who ensures alignment and accountability across stakeholders
Demonstrated ability to build trust and influence at all levels of the organization
Preferred
Background in Corporate FP&A strongly preferred; experience in investment analysis or corporate strategy a plus
Familiarity with Oracle financial reporting and planning software highly desirable
Company
The Heritage Group
The Heritage Group specializes in energy, refining, chemicals, construction, environmental, and recycling sectors seeking opportunities.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Chad Peterson
Senior Vice President - Strategy + M&A
Jeremy Forest
VP, Strategy + M&A
Recent News
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2025-11-12
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2025-04-26
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