Finance Manager

StevenDouglas; Dallas (TX); Presencial; USD 90.000 - 150.000; Tempo integral

Resumo da vaga

StevenDouglas is seeking a highly analytical FP&A Manager in Dallas to partner with executive leadership, drive profitability, and support strategic objectives. You will oversee budgeting, forecasting, financial modeling, and performance reporting across corporate and divisional operations.

You will translate complex data into actionable insights, lead annual budgeting, leverage CRM/ERP data for sales and cost analysis, and help optimize margins while strengthening FP&A infrastructure.

Qualificações

• Bachelor's degree in Finance, Accounting, or related discipline.
• 4–8+ years of FP&A, corporate finance, financial analysis, or advisory experience.
• Experience leading budgeting, forecasting, modeling, and reporting processes.
• Strong understanding of financial statements, metrics, and drivers.
• Advanced Excel and PowerPoint; BI tools like Tableau preferred.
• ERP experience; NetSuite a plus.
• Manufacturing or multi-divisional experience preferred.
• Ability to translate complex data into actionable recommendations.
• Excellent communication and presentation skills across all levels.

Responsabilidades

• Lead FP&A activities across corporate and divisional operations.
• Analyze revenue, margins, cost of sales, and operating expenses; identify trends and improvement opportunities.
• Partner with business unit leaders to develop actionable plans to hit targets.
• Develop and maintain sophisticated financial models for strategic planning and growth.
• Oversee monthly and quarterly reporting, variance and trend analysis, and executive presentations.
• Support Board-level reporting and the budgeting process with divisional stakeholders.
• Leverage CRM and operational data to enhance forecasting and bookings-to-revenue analysis.
• Evaluate pricing, product costing, and margin performance; identify cost optimization opportunities.
• Monitor liquidity, working capital, and cash flow to support objectives.
• Drive cost savings and process improvements; strengthen FP&A infrastructure.

Conhecimentos

Financial modeling

Budgeting & forecasting

Variance analysis

Excel & PowerPoint

Communication

BI tools

ERP experience

Formação

Bachelor's degree in Finance/Accounting

Ferramentas

Tableau

NetSuite

Descrição da vaga

StevenDouglas is engaged on a search for a highly analytical and commercially minded FP&A Manager to play a key role in supporting the company's continued growth, profitability, and strategic objectives. This is an opportunity for a finance professional to partner closely with executive leadership and divisional business leaders, providing financial insights that drive business performance, operational efficiency, and informed decision-making.

The FP&A Manager will oversee key financial planning and analysis activities across both corporate and divisional operations, including budgeting, forecasting, financial modeling, liquidity management, pricing analysis, and performance reporting. This individual will translate complex financial and operational data into actionable insights while helping identify opportunities to improve margins, optimize costs, and strengthen financial performance. Working alongside an experienced executive and finance leadership team, this role offers significant visibility and the opportunity to influence strategic initiatives, support Board-level reporting, and help further develop the company's FP&A infrastructure.

Key Responsibilities

• Lead financial planning, budgeting, forecasting, and reporting activities across corporate and divisional operations.
• Analyze financial and operational performance, including revenue, gross margins, cost of sales, and operating expenses, identifying trends, variances, and opportunities for improvement.
• Partner with business unit leaders to understand key performance drivers, evaluate financial results, and develop actionable plans to achieve operating targets.
• Develop and maintain sophisticated financial models to support strategic planning, business initiatives, investment decisions, and long-term growth.
• Oversee monthly and quarterly financial reporting, including variance analysis, trend analysis, and executive-level presentations.
• Support the preparation of Board of Directors presentations and provide meaningful financial insights to senior leadership.
• Lead and coordinate the annual budgeting process, partnering with divisional stakeholders to develop financial plans and assumptions.
• Leverage CRM and operational data to enhance sales pipeline visibility, bookings-to-revenue analysis, and commercial forecasting.
• Evaluate pricing strategies, product costing, margin performance, and cost optimization opportunities.
• Monitor and forecast liquidity, working capital, and cash flow to support the company's financial objectives.
• Identify and drive cost savings initiatives, process improvements, and opportunities to enhance operational efficiency.
• Partner cross-functionally with sales, operations, and divisional leadership to develop accurate forecasts and assess business risks.
• Continuously improve FP&A processes, reporting tools, financial systems, and data visibility to support a growing organization.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, or a related discipline.
• 4–8+ years of progressive experience in FP&A, corporate finance, financial analysis, or transaction advisory services.
• Demonstrated experience leading budgeting, forecasting, financial modeling, and financial reporting processes.
• Strong understanding of financial statements, operational performance metrics, and key business drivers.
• Advanced Microsoft Excel and PowerPoint skills; experience with Tableau or other BI platforms preferred.
• Experience with ERP systems; NetSuite experience is a plus.
• Manufacturing or multi‑divisional business experience preferred.
• Strong financial modeling, analytical, and problem‑solving capabilities.
• Ability to translate complex financial information into clear, actionable recommendations for senior leadership.
• Excellent communication and presentation skills, with the ability to influence and partner effectively across all levels of an organization.
• Demonstrated initiative, sound business judgment, and a continuous improvement mindset.
• Comfortable operating in a dynamic, growth‑oriented environment where processes and reporting infrastructure continue to evolve.

Why Consider This Opportunity?

• High visibility and direct exposure to executive leadership and the Board of Directors.
• Opportunity to influence financial strategy and key business decisions.
• Broad corporate and divisional FP&A responsibilities.
• Ability to drive meaningful improvements in profitability, margins, and operational performance.
• Opportunity to help build and enhance the company's financial planning and reporting infrastructure.