Financial Planning and Analysis Manager
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Executive Search Consultant at Pinnacle Search

Our client is seeking a qualified Financial Planning & Analysis Manager in DFW. This key team member will assist with core FP&A activities, will be a strategic business partner, and will provide key financial support for regional operating teams and executives.

Essential Duties and Responsibilities include:

• Complete the annual budgeting process and monthly forecast process.
• Responsible for developing and distributing several key financial reports to operating team.
• Perform various ad hoc analysis and presentations as needed by operating team and executives.
• Perform P&L review and analysis at branch, district and regional level.
• Work closely with the leadership team to formulate short- to long-term financial and strategic plans.
• Produce models (IRR, NPV, etc) to project long-term growth, accounting for factors that will impact performance.
• Provide detailed analysis and commentary on the performance of a product or department.
• Communicate results and recommendations to senior management that will lead to revenue generation, cost reduction and more efficient operations.
• Other duties as assigned.

Requirements and Qualifications:

• Undergraduate degree from an accredited university in finance and/or accounting
• 3-5 years working in an FP&A or Financial Analyst role
• Strong Excel / PowerPoint / Power BI proficiency and experience with financial systems preferred.
• Ability to work independently.
• Excellent time management, project management, and organizational skills.
• Strategic and analytical thinker with strong problem-solving and decision-making skills.
• Team player who can build relationships across the organization.
• Must thrive in a fast-paced collaborative environment.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Strategy/Planning
• IndustriesBusiness Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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