Financial Planning & Analysis Director

BMS CAT & Blackmon Mooring; Haltom City (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Vision coverage

Dental coverage

401(k) plan

Life insurance

Disability insurance

Pet Insurance

Generous paid time off

Job summary

BMS CAT seeks an experienced Director of FP&A to own consolidated reporting, budgeting, and capital project modeling. You will partner with Finance, Accounting, and senior leadership to drive performance across the footprint, reporting to CFO and ensuring accuracy for private equity lenders.

This on-site role at our headquarters emphasizes hands-on analysis, rolling forecasts, debt covenants, and strategic planning, with growth opportunities as the business expands.

Qualifications

• 5+ years of FP&A, corporate finance, or related experience.
• Strong financial modeling and Excel skills.
• Experience with private equity lenders reporting is a plus.
• Bachelor's degree in finance or accounting.
• MBA or CPA/CFA preferred but not required.
• Strong GAAP knowledge.
• Excellent communication with senior leadership.
• Experience with ERP and BI tools; Sage Intacct/Tableau preferred.

Responsibilities

• Develop, analyze, report, and present weekly and monthly KPIs for senior management, sponsors, and lenders.
• Own and continuously improve a 3-statement / liquidity / EBITDA / debt covenant model.
• Prepare monthly analysis and commentary on key financial results and variances.
• Lead the annual consolidated budgeting process across branches.
• Own debt covenant reporting and related analytics.
• Support medium- to long-term planning through data-driven scenarios.
• Identify risks/opportunities and provide recommendations to improve performance.
• Maintain understanding of ERP/data systems to deliver insights.
• Maintain rolling 13-week and monthly cash forecasts and liquidity analyses.
• Prepare monthly borrowing base file and liquidity statements.

Skills

FP&A

Corporate finance

Financial modeling

ERP / BI tools

Excel modeling

GAAP knowledge

Analytical thinking

Stakeholder communication

Private equity reporting

Budgeting

Education

Bachelor's degree in finance or accounting

MBA or CPA/CFA preferred

Tools

Sage Intacct

Tableau

ERP systems

Job description

BMS CAT is a trusted leader in restoration. From initial clean-up to complete rebuilds, BMS CAT supports customers every step of the way. Founded in 1948, we have built a long-standing reputation for quality, reliability, and service excellence.

We are a team of high-energy, high-performing individuals who work together to maintain BMS CAT’s position as an industry leader.

Position Summary:

The Director, FP&A owns financial and private equity lender/sponsor compliance reporting, review, and analysis at the corporate and consolidated level. This role partners closely with Finance, Accounting, and Senior Leadership to assess and drive the Company's strategy and performance — with primary ownership of consolidated-level analysis, monthly management and sponsor/lender reporting, and the annual budgeting process. The role also owns financial modeling for capital projects and executive-level presentation development, and is expected to develop a deep, hands‑on understanding of business drivers across BMS's operating footprint. The position reports directly to the CFO.

This position reports to our headquarters and is an on-site role. Remote only or relocation will not be offered.

Growth Opportunity:

This role is currently an individual-contributor position with no direct reports. As BMS continues to execute against its growth plans — organic and through acquisition — there is real potential for the scope of this role to expand over time, including the addition of team members reporting into this position.

Responsibilities:

• Develop, analyze, report, and present weekly and monthly business KPIs for senior management, private equity sponsor, and lender presentations/meetings.
• Own and continuously improve a dynamic, cohesive, and linked 3-statement / liquidity / EBITDA / Net Debt / debt covenant financial planning and analysis model.
• Prepare monthly analysis and commentary on key financial results, trends, and variances from budget and forecast at the consolidated level.
• Drive the annual consolidated corporate budgeting process by consolidating branch budgets, validating underlying assumptions, and preparing summary analyses and presentation materials.
• Own debt covenant compliance reporting and related analytical support, including back-casted and pro forma adjusted EBITDA calculations.
• Partner with the leadership team to support medium- to long-term financial and strategic planning through data-driven analysis, scenarios, and modeling.
• Identify and quantify risks and opportunities to plan, and provide recommendations to improve financial performance.
• Develop and maintain a full understanding of BMS's ERP, data, and other systems to deliver meaningful insights regarding business performance and key drivers.
• Maintain and enhance the rolling 13-week and monthly cash forecasts, including analysis of cash flow and working capital trends and identification/presentation of improvement opportunities.
• Prepare the monthly borrowing base file and liquidity statements for the asset-based lending agreement.
• Support special projects and ad hoc consolidated analysis as needed to provide decision‑making support on new initiatives.

Skills & Experience:

• 5+ years of progressively responsible FP&A, corporate finance, or related experience.
• Demonstrated ability to quickly learn new financial frameworks and take ownership of ambiguous, high‑stakes problems.
• No prior credit agreement or covenant compliance experience required — we're glad to develop the right analytical mind into this. Prior exposure to a private equity-backed or highly leveraged environment is a plus.
• Bachelor's degree in finance or accounting required.
• MBA or professional certification (e.g., CFA, CPA) preferred but not required.
• Strong technical accounting knowledge, including familiarity with consolidated financial statements and GAAP.
• Excellent written and oral communication skills, with the ability to synthesize data and clearly convey actionable messages to senior stakeholders, including private equity sponsors and lenders.
• Advanced Excel modeling skills, including three‑statement models, debt schedules, and scenario/sensitivity analysis.
• Experience with ERP and business intelligence tools required; Sage Intacct and/or Tableau experience a plus.
• Strong quantitative abilities and exacting attention to detail.

Compensation & Benefits:

Your compensation will vary by experience level. This can be discussed during the first interview.

• Medical, vision, and dental coverage
• 401(k) plan
• Life insurance
• Disability insurance
• Pet Insurance
• Generous paid time off, and more

BMS CAT is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.