Director of Financial Planning & Analysis

BBG Inc.; Dallas (TX); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

BBG Inc. is seeking a senior FP&A and Strategic Planning leader to own the multi-year operating model and connect the financial plan to strategic targets.

You will lead end-to-end budgeting and build the three-statement model with functional partners, turning analysis into actionable recommendations for leadership. You will partner with service lines to translate strategy into financial targets, support workforce and compensation planning, and deliver insightful monthly/quarterly reporting for

Qualifications

• Bachelor’s degree in accounting, finance, economics or related field from a top university.
• 8-12 years of FP&A or related experience including leadership responsibilities.
• Proven track record as a strategic business partner to senior leadership.
• Executive presence with ability to influence senior leaders.
• Excellent communication, written and verbal, and analytical skills.
• Skilled at translating complex financial and operational data into concise takeaways.
• Highly curious and a strategic thinker.
• Superior attention to detail.
• Strong organizational skills and ability to manage multiple priorities.
• Resourceful self-starter who operates with minimal direction.

Responsabilités

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget.
• Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model.
• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team.
• Frame scenario and sensitivity analyses to evaluate strategic options and quantify trade-offs for leadership decisions.
• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan.
• Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets.
• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions, and drive accountability to outcomes.
• Lead financial analysis supporting service line launches, strategic hires, planning, and other growth initiatives.
• Define reporting and dashboard requirements with functional leaders to ensure the business has insights to manage performance.
• Own monthly and quarterly reporting, shaping the narrative for leadership.

Connaissances

Executive presence

Strategic thinking

Analytical skills

Communication skills

Attention to detail

Organizational skills

Self-starter

Business partnering

Formation

Bachelor’s degree in accounting/finance/economics or related field

CPA

CFA

MBA

Outils

PowerBI

Tableau

Excel

PowerPoint

Word

Description du poste

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget
• Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model
• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team
• Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions
• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan

Job Description

Description

Strategic Finance & Planning:

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget
• Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model
• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team
• Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions
• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan

Business Partnership

• Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets
• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes
• Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives
• Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance

Reporting & Board Engagement

• Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on
• Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality
• Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively
• Ensure accuracy, clarity, and timeliness across all of the function’s deliverables

Leadership & Development

• Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting
• Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product

Requirements

• Bachelor’s degree in accounting, finance, economics or related field from a top university
• 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others
• Proven track record as a strategic business partner to senior leadership
• Executive presence with the ability to influence and constructively challenge senior leaders
• Excellent communication, written and verbal, and analytical skills
• Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations
• Highly curious and a strategic thinker
• Superior attention to detail
• Strong organizational skills and the ability to manage multiple priorities
• Resourceful self-starter who operates with minimal direction
• Mature and professional with a strong work ethic
• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)

Preferred Qualifications

• Prior experience working in a PE-backed environment and/or professional services firm
• Prior experience building or scaling an FP&A function
• CPA, CFA, and/or MBA
• Proficient with BI tools (e.g. PowerBI, Tableau)
• Experience leveraging AI tools to drive process efficiencies

Unique Attributes

• PE-backed company
• Fast-paced, small-team setting
• Reports directly to the Chief Financial Officer
• Highly visible role with direct exposure to executive leadership
• Key contributor to strategic initiatives and value creation
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment