Finance Manager

Unity Search Group; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Unity Search in the Dallas area partners with a PE-backed distributor to recruit a Finance Manager who will work closely with the Finance and Accounting teams and leadership to perform financial analysis and reporting for the firm.

The role requires strong financial modeling, ad-hoc reporting experience, and an in-depth understanding of the Balance Sheet, with cross-functional exposure and high visibility to senior leadership.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a quantitative field; MBA or graduate degree a plus.
• 5-7+ years of FP&A, corporate finance, or financial analysis.
• Proven record supporting operating business units and senior leadership.
• Background in multi-site, distribution, technology, or services companies is a plus.
• Expert-level Excel modeling and polished PowerPoint skills.
• Three-statement modeling, budgeting, forecasting, variance analysis, and KPI design and reporting.
• Experience with large datasets and financial reporting systems.
• BI tool familiarity (Power BI, Tableau) and SQL and/or Python knowledge preferred.

Responsibilities

• Co-own the annual budget, rolling forecast, and multi-year planning cycles.
• Compare monthly results to plan and walk senior leaders through key drivers and recommended actions.
• Oversee financial models covering income statement, balance sheet, and cash flow.
• Run custom analyses to inform strategic projects and executive decisions.
• Own the accuracy and timeliness of monthly, quarterly, and year-end reporting packages.
• Advise operations leaders across multiple business units, turning dense financial and operational data into clear, usable takeaways.
• Present findings and recommendations to executives in a concise, high-impact format.

Skills

Excel modeling

PowerPoint

Financial analysis

Budgeting & forecasting

Executive communication

SQL/Python

FP&A experience

Education

Bachelor's degree in finance or related field

MBA or graduate degree (plus)

Tools

Power BI

Tableau

SQL

Python

Job description

Unity Search has partnered with a DFW-based, PE-backed distribution company in its search for a Finance Manager. This person will work hand in hand with both the Finance and Accounting teams and leadership to perform financial analysis and reporting functions for the firm. This person must have strong financial modeling and ad-hoc reporting experience and demonstrate an in-depth understanding of the Balance Sheet.

Key responsibilities will include:

• Co-own the annual budget, rolling forecast, and multi-year planning cycles
• Compare monthly results to plan and walk senior leaders through key drivers and recommended actions
• Oversee financial models covering income statement, balance sheet, and cash flow
• Run custom analyses to inform strategic projects and executive decisions
• Own the accuracy and timeliness of monthly, quarterly, and year-end reporting packages
• Advise operations leaders across multiple business units, turning dense financial and operational data into clear, usable takeaways
• Present findings and recommendations to executives in a concise, high-impact format

Why consider this opportunity?

• Work in a high-growth, PE-backed environment that is building a high performing culture
• High visibility - works closely with the VP of Accounting & Finance and the CFO to lead the organization and drive transformation
• Cross functional role that will wear a lot of hats – exposure to accounting, operations, strategic finance, and board reporting
• Highly flexible in terms of days in the office – most go in about 2 or 3 days per week
• Career growth: this person will “build career equity” and gain valuable experience re, analyzing the impact of strategic acquisition integrations, and developing processes for a high-growth company
• Company is in a VERY healthy financial position

What our client is looking for:

• Bachelor’s degree in finance, accounting, economics, business, or a quantitative field such as engineering, physics, or mathematics; MBA or graduate degree a plus
• 5-7+ years of progressive experience in FP&A, corporate finance, or financial analysis
• Proven record supporting operating business units and senior leadership
• Background in multi-site, distribution, technology, or services companies is a plus
• Expert-level Excel modeling and polished PowerPoint skills
• Three-statement modeling, budgeting, forecasting, variance analysis, and KPI design and reporting
• Experience with large datasets and financial reporting systems
• BI tool familiarity (Power BI, Tableau) and SQL and/or Python knowledge preferred