Director of Financial Planning & Analysis

Socket.dev; Coppell (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

MEI is seeking a Director of FP&A to partner with the CFO and senior leaders, translating complex financial data into clear, actionable insights and guiding enterprise performance. You will lead an internal team of financial analysts and drive budgeting, forecasting, and strategic initiatives across the organization.

The role requires an MBA or related degree, 7–10+ years in FP&A, and strong leadership, with expertise in US GAAP, Excel, Power BI, and ERP systems. Travel is required as needed.

Qualifications

• MBA in finance or a related bachelor's degree with appropriate experience.
• 7-10+ years in FP&A including budgeting, forecasting, and analysis.
• 5+ years in direct management or leadership.
• Knowledge of US GAAP and understanding of financial statements.
• Ability to identify trends and recommend practical improvements.
• Excellent communication and presentation skills for both finance and non-finance audiences.
• Ability to build strong cross-functional relationships and work independently.
• Advanced Excel and financial modeling skills.
• Experience with Power BI or similar BI tools preferred.
• Experience with Microsoft D365 or similar ERP preferred.
• Willingness to travel as needed.

Responsibilities

• Develop trusted partnerships with executive and operational leadership to provide financial insights.
• Lead annual budget, multi-year plan, rolling forecasts and ongoing performance.
• Analyze trends in revenue, gross margin, labor, overhead for optimization.
• Provide actionable insights into profitability, capital planning and performance.
• Communicate complex financial concepts to non-financial leaders.
• Monitor KPIs and communicate trends, risks, and opportunities to leadership.
• Oversee capital expenditure reporting, budgeting, and investment analyses.
• Prepare and analyze financial records, systems, and processes for efficiencies.
• Lead monthly reporting packages, variance analyses, and dashboards.
• Develop and maintain financial models for budgeting and planning.
• Collaborate with Accounting to improve data integrity and reporting.
• Support regional offices with analytical support for better decision making.
• Support strategic initiatives and acquisitions through financial analysis.
• Lead and align regions for budgeting processes and company-wide standards.
• Partner with CFO to build a high-performing FP&A team.

Skills

Executive communication

Leadership

Financial analysis

Financial modeling

Cross-functional collaboration

Advanced Excel

Power BI experience

ERP familiarity

Travel flexibility

Education

MBA in finance

Bachelor's in finance / accounting / business

Tools

Power BI

Microsoft D365

Job description

Position Summary:

The Director of FP&A acts as a key strategic partner to the Chief Financial Officer (CFO), Vice President of Finance and senior leadership. They transform complex financial data into clear, actionable business insights, manage enterprise financial performance, and lead an internal team of financial analysts. A successful candidate will have a blend of financial strategy, strong knowledge of financial controls and regulation along with exceptional leadership skills.

Essential Job Duties and Responsibilities:

• Develop trusted partnerships with executive and operational leadership to understand business drivers and provide financial insights that support decision making.
• Lead an annual budget, multi-year financial plan, rolling forecasts and ongoing performance across the organization.
• Analyze trends in revenue, gross margin, labor, overhead, and other key operating metrics for financial optimization.
• Provide actionable insights into profitability, capital planning and operational performance.
• Exceptional communication, stakeholder management, and the ability to explain complex financial concepts to non-financial leaders.
• Monitor and drive the analysis of key performance indicators and communicate emerging trends, risks, and opportunities to operational leadership, and provide recommendations to executive leadership to drive performance enhancements.
• Oversee capital expenditure reporting, tracking, budgeting, and investment analyses
• Prepare, examine, and analyze financial records, systems, and activities for efficiencies and opportunities.
• Oversee the design and maintenance of monthly financial reporting packages, variance analyses, and performance dashboards.
• Develop and maintain financial models used for budgeting, forecasting, pricing analyses, and business planning.
• Collaborate with Accounting to improve data integrity, reporting accuracy, and financial processes.
• Collaborate with Regional Vice Presidents and Operations Leadership to provide analytical support for offices and regions to improve decision making and visibility.
• Support strategic initiatives, acquisitions, and other special projects through financial analysis as assigned.
• Lead, drive, and ensure consistency between regions for budgeting process or companywide established processes.
• Serve as a strategic leader responsible for setting the organization's direction, aligning teams with mission-critical goals, and fostering a culture of innovation and accountability. Build strong cross-functional relationships to influence decision-making and drive performance.
• Partner with the CFO to design, build and develop a high-performing FP&A team, including organizational design, talent improvement, processes, and operating cadence.
• Support and review existing processes, creating new processes to drive national operational support.
• Perform other duties as necessary and requested.

Minimum Qualifications (Experience, Skills, and Education):

• MBA in finance required or a Bachelor's degree in finance, accounting, business, or related field combined with work experience to demonstrate mastery of field.
• 7 - 10+ years of experience in financial planning and analysis, including experience with budgeting, forecasting, and financial analysis.
• 5+ years in a direct management or leadership capacity.
• Knowledge of US GAAP and thorough understanding of all financial statements.
• Demonstrated ability to identify trends, investigate variances, and recommend practical business improvements to business leaders.
• Excellent communication and presentation skills; ability to communicate financial information to both finance and non-finance stakeholders.
• Ability to develop and maintain strong working relationships with cross-functional teams.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Advanced Microsoft Excel skills (PivotTables, XLOOKUP/INDEX-MATCH, Power Query or similar, complex formulas, financial modeling).
• Experience developing reports and dashboards using Power BI or similar business intelligence tools preferred.
• Experience with Microsoft D365 or a similar ERP system preferred.
• Able to travel as needed.

Physical Requirements and Working Conditions:

Normal temperature-controlled office environment. Will frequently use a computer, keyboard / mouse, cellular or office telephone, and regular business office equipment. Extended periods of sitting for long durations, occasional walking, and lifting up to ten pounds. Occasional walking over uneven outdoor terrain and/or exposure to inclement weather, non-temperature-controlled environments, or warehouse-type environments.

Additional Requirements:

Must be able to work in a high functioning team environment. Display the highest levels of honesty, integrity, and professionalism. Take pride in your work and in the company. Communicate openly and strive for peak performance in daily tasks. Know and deliver the quality service MEI's customers have come to expect.

Disclaimer: This job description is intended to summarize the type and level of work performed by the Financial Analyst and is not an exhaustive list of all duties, responsibilities, and/or requirements. MEI reserves the right to change or modify this job description or the essential duties of this position, as necessary.

MEI is an Equal Opportunity, M/F/Disabled/Vet Preferred Employer.