Financial Planning & Analysis Director

Bms Cat; Haltom City (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, vision, and dental insurance

401(k) plan

Life insurance

Disability insurance

Pet Insurance

Generous paid time off

Job summary

BMS CAT, a trusted leader in restoration, seeks a Director of Financial Planning & Analysis to own consolidated reporting, budgeting, and modeling. The role partners with Finance, Accounting, and Senior Leadership to drive strategy and performance, including capital project analyses and executive presentations.

This on-site position reports to the CFO, with growth potential as the company expands through organic and acquisition activity.

Qualifications

• Bachelor’s degree in finance or accounting required.
• MBA or professional certification preferred but not required.
• Strong Excel modeling and GAAP knowledge.
• Experience with ERP and BI tools is expected.

Responsibilities

• Develop, analyze, report, and present KPIs for senior management and lenders.
• Own 3-statement / cash flow / EBITDA models and debt scheduling.
• Prepare monthly analyses and commentary on results vs. budget/forecast.
• Lead annual consolidated budgeting and forecasting processes.

Skills

Financial modeling

Advanced Excel

GAAP knowledge

Analytical mindset

Communication to execs

Education

Bachelor’s degree in finance or accounting

MBA or CPA/CFA preferred

Tools

Sage Intacct

Tableau

Job description

Job Details

Career area Administrative Position Type Location 5718 Airport Freeway, Haltom City, TX 76117, United States Job ID PDX_BC_37A98547-C0DB-4A77-AFD7-CC25FB794743_21956389

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Administrative

Financial Planning & Analysis Director

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 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.