Director of Financial Planning and Analysis

BGSF; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading financial services company in Dallas is seeking a Director of Financial Planning and Analysis to oversee financial initiatives and reporting. The role requires a Bachelor's degree in finance or accounting and 5-10 years of experience in financial planning analysis. Candidates should possess strong financial analytical skills and experience with D365, Solver, and Power BI. This position offers a competitive salary and opportunities for professional growth.

Qualifications

• 5-10 years of proven FPA experience.
• General knowledge of accounting/financial/operational principles.
• Experience developing financial reports and metrics.

Responsibilities

• Lead the annual budget process.
• Maintain and report month 13-week cash flow forecast.
• Assist with board presentation development.

Skills

Financial analytical skills

Quantitative skills

Presentation skills

Communication skills

Ability to manage multiple tasks

Education

Bachelor’s degree in finance or accounting

Tools

D365

Solver

Power BI

Job description

Director of Financial Planning and Analysis

This range is provided by BGSF. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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Director of Financial Planning and Analysis.

Director of Financial Planning and Analysis will work on a broad range of strategic finance initiatives that include financial and operational reporting, commission and bonus plan design and execution, short-term and long-term forecasting, as well as board and investor communications. This role will also be involved as a key contributor in evolving BGSF’s core application infrastructure and capabilities. This role currently does not have any direct reports.

ESSENTIAL FUNCTIONS:

• Primary liaison with the operating unit for operational analysis
• Improve quality, reliability and visibility of operational performance – work with the business owners to efficiently generate the reporting they need to run the business
• Work with operations and leadership to fine tune KPIs and sourcing of the information
• Identify the best data source for data and reporting
• Leverage Power BI for operational reporting
• Commission plan
• Work with consultant to model potential changes coming out of incentive compensation and organization structure project
• Work with leadership to implement ideas coming out of consultant incentive compensation and organization structure project
• Budget/Forecast
• Lead the annual budget process
• Lead the monthly 12-month forecast process
• Primary resource on using Solver for budget prep and storage and/or determine better software applications
• Maintain the corporate forecast model (Income, Balance Sheet, Cash Flow)
• Review monthly financials and financial commentary to ensure actuals are properly posted
• Cash Flow Forecast
• Maintain and report month 13-week cash flow forecast and distribute to leadership team
• Board/Investor prep
• Assist with board presentation development
• Coordinate board presentations with executive team

QUALIFICATIONS:

• Bachelor’s degree in finance or accounting or a related area
• 5-10 years of proven FPA experience
• General knowledge of accounting/financial/operational principles
• Excellent financial analytical and quantitative skills, demonstrated intellectual curiosity
• Experience developing financial reports and metrics
• Communicates effectively and has strong presentation skills with the ability to interact with various management levels to build strong working relationships
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment
• Experience with D365, Solver and Power BI a plus
• Demonstrated ability to drive projects across an organization
• Multidisciplinary business principles and practices to achieve successful outcomes in cross-projects and functional activities

TRAINING:

• Annual harassment and security awareness training is required for all team members.
• Additional training may be required in accordance with your position. Should your position require access to Confidential Information, specific training may be required to ensure the security of such information.

We are committed to OUR VALUES – OUR G.I.I.F.T (Growth, Integrity, Innovation, Fun, Teamwork).

BGSF is an Equal Opportunity Employer. We are committed to providing the same opportunities for employment to all qualified people. regardless of race, color, creed, national origin, ancestry, religion gender, gender identity, sex, sexual orientation, age, physical disability, mental disability, marital status, uniform service, veteran status, genetic information, or any other characteristic which may be specified in such laws and regulations.

www.BGSF.com