Financial Planning & Analysis Manager

Lexitas; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Lexitas is seeking a detail-oriented Finance Manager to join our growing FP&A team. The role analyzes financial data, builds models, and supports strategic decision-making, reporting to the VP of FP&A.

The ideal candidate combines strong accounting principles knowledge with advanced modeling skills, effective communication, and the ability to collaborate across functions including operations, sales, marketing and IT.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics; MBA or CMA/CPA a plus.
• 5-7 years’ experience in quantitative/analytical field; Oracle Planning and Budgeting experience.
• Experience with programming languages (any) preferred.
• Experience with Power BI or Tableau preferred.

Responsibilities

• Conduct FP&A activities including budgeting, forecasting, and variance analysis.
• Monitor and analyze costs; identify opportunities for optimization.
• Develop and maintain KPIs for divisions; track performance with Global Shared Services.
• Assess profitability of client engagements, CAC, services and initiatives.
• Build financial models to support investment analysis, pricing strategies and scenario planning.
• Generate ad-hoc reports to support business initiatives; collaborate with cross-functional teams.

Skills

Financial analysis

Financial modeling

Forecasting

Data interpretation

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA or CMA/CPA

Tools

Power BI

Tableau

Oracle Planning and Budgeting

Job description

SUMMARY:

Lexitas is seeking a detail-oriented, highly analytical Finance Manager to join our growing FP&A team. The position will play a crucial role in analyzing financial data, providing insights, and supporting strategic decision-making. The ideal candidate will have a natural curiosity, strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities. This role will report to the VP of FP&A, and function as an individual

ESSENTIAL FUNCTIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Financial Planning and Analysis (FP&A): Conduct comprehensive financial analysis for the assigned operating division(s), including budgeting, forecasting, and variance analysis.
• Cost Management: Monitor and analyze costs associated with division operations, identify cost-saving opportunities, and provide recommendations for optimization.
• Performance Metrics: Develop and maintain key performance indicators (KPIs) for the assigned operating division(s), tracking financial performance against targets in conjunction with Global Shared Services.
• Profitability Analysis: Assess the profitability of client engagements, customer acquisition cost, services, and initiatives, and collaborate with stakeholders to enhance financial outcomes.
• Data Interpretation: Interpret complex financial data related to operational activities and present findings to senior management in a clear and concise manner.
• Financial Modeling: Build financial models to support decision-making processes, including investment analysis, pricing strategies, and scenario planning.
• Ad-Hoc Reporting: Generate ad-hoc reports as needed, providing timely and accurate financial information to support various business initiatives.
• Collaboration: Collaborate with cross-functional teams, including operations, sales, marketing and IT, to understand business dynamics and contribute to overall financial success.
• Continuous Improvement: Identify opportunities for process improvement within the finance function and actively contribute to enhancing overall efficiency.

COMPETENCIES, SKILLS AND ABILITIES

• Proven experience as a Finance Professional, preference to individuals coming from high transaction volume industries.
• Strong analytical skills with the ability to interpret complex financial data. Excellent proficiency in financial modeling and forecasting.
• Knowledge of legal support services industry dynamics, market trends, and regulatory requirements preferred.
• Prior experience working with offshore and near-shore resources preferred.

EDUCATION / EXPERIENCE

• Bachelor’s degree in Finance, Accounting, Economics or a related field; MBA or relevant certification (e.g., CMA, CPA) is a plus.
• 5-7 years’ experience in a quantitative / analytical field is required. Experience with Oracle Planning and Budgeting.
• Experience with programming languages (any), strongly preferred.
• Experience with business intelligence tools (Power BI, Tableau, Etc.), strongly preferred.

SUPERVISORY RESPONSIBILITIES:

This role is not a supervisor position.

LANGUAGE SKILLS

Ability to effectively present information and respond to questions from internal and external customers whose first language is English.

CERTIFICATES, LICENSES, REGISTRATIONS

None

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment in a clerical environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

TRAVEL REQUIREMENTS

No travel expected for this position.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time with or without notice.

AAP/EEO STATEMENT

Lexitas prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender identity, sexual orientation or any other legally protected status.

EOE Employer/Vet/Disabled.