Financial Planning and Analysis Manager

TBG | The Bachrach Group; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

The Bachrach Group in Dallas, Texas seeks a Financial Planning and Analysis Manager to partner with senior leadership, build financial models, influence business strategy, and drive performance through analytics and planning.

This highly visible role covers forecasting, reporting, operational analysis, and long-term strategic planning, with exposure to key business initiatives and cross-functional collaboration with finance, operations, and leadership.

Qualifications

• Bachelor's degree in finance, accounting, business, or related field.
• MBA and/or CPA preferred.
• 4+ years of FP&A, finance, accounting, or relevant experience.
• Advanced financial modeling, forecasting, and budgeting experience.
• Experience supporting executive reporting and strategic planning.
• Advanced Excel skills and strong reporting capabilities.

Responsibilities

• Lead budgeting, forecasting, and long-range planning activities.
• Develop financial models, dashboards, and KPI reporting.
• Analyze business performance and deliver insights to leadership.
• Prepare monthly and quarterly management reporting packages.
• Monitor operating expenses and support data-driven decision making.
• Drive process improvements, reporting enhancements, and efficiencies.
• Partner with finance, operations, and business leaders across the organization.
• Support strategic initiatives and special projects as needed.

Skills

Communication

Stakeholder management

Financial modeling

Forecasting

Excel proficiency

Education

Bachelor's degree in finance, accounting, or related field

MBA or CPA preferred

Tools

Excel

BI dashboards

Job description

Are you looking for a role that goes beyond traditional FP&A? Our Dallas, Texas client is seeking a Financial Planning and Analysis Manager to partner with senior leadership, build financial models, influence business strategy, and drive performance through analytics and planning. This is a highly visible position that supports key business initiatives while gaining exposure to forecasting, reporting, operational analysis, and long-term strategic planning.

Key Responsibilities:

• Lead budgeting, forecasting, and long-range planning activities.
• Develop financial models, dashboards, and KPI reporting.
• Analyze business performance and deliver actionable insights to leadership.
• Prepare monthly and quarterly management reporting packages.
• Monitor operating expenses and support decision-making through data analysis.
• Drive process improvements, reporting enhancements, and operational efficiencies.
• Partner with finance, operations, and business leaders across the organization.
• Support strategic initiatives and special projects as needed.

Qualifications:

• Bachelor's degree in finance, accounting, business, or other relevant fields of study.
• An MBA and/or CPA is preferred.
• 4+ years of FP&A, finance, accounting, or relevant functional experience is required.
• Advanced financial modeling, forecasting, and budgeting experience is preferred.
• Experience supporting executive reporting, strategic planning, and business performance analysis is highly preferred.
• Advanced Excel skills and strong reporting capabilities are a must.
• Financial services, investment management, real estate, asset management, or similar industry experience is preferred.
• Experience improving reporting processes and financial infrastructure preferred.
• Must have exceptional communication, stakeholder management, and relationship-building skills.

Interested?