Financial Planning and Analysis Manager

StevenDouglas; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

StevenDouglas in Dallas, Texas is seeking a fantastic FP&A Manager reporting to the CFO. The role offers visibility within a multi-million dollar company and supports forecasting, budgeting, and key financial analysis.

You will develop financial models, prepare monthly and quarterly reports, and create board presentations. The ideal candidate has a Bachelor's in Accounting or Finance and 3–6 years FP&A experience, with strong Excel and PowerPoint skills and cross‑functional collaboration.

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• 3–6 years of FP&A or transaction services advisory experience preferred.
• Strong analytical and communication skills with ability to present to senior management.

Responsibilities

• Analyze current and past trends in KPIs including revenue, cost of sales, and expenses.
• Provide ad-hoc reporting and in-depth analysis to support the Senior Management Team.
• Support the preparation of monthly and quarterly financial reports and board presentations.
• Coordinate the annual budgeting process.
• Develop financial models and analyses to support strategic initiatives.
• Analyze complex financial information to provide timely recommendations to management.
• Work cross-functionally to develop accurate forecasts and understand key drivers and risks.

Skills

Forecasting

Budgeting

Variance analysis

Financial modeling

Cross-functional collaboration

Education

Bachelor’s Degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

StevenDouglas has been engaged on a fantastic FP&A Manager career opportunity in Dallas, Texas.

Reporting to the CFO, this role provides a great deal of visibility within a multi-million company.

This role will help support key activities including forecasting, budgeting, reporting (variance and trending analysis, etc.), cost savings programs, developing strategic and board level presentations, evaluating key business trends, supporting key projects, managing and forecasting liquidity, pricing and costing analysis, among others. In this role, you will support both corporate level and divisional level FP&A tasks.

Responsibilities:

• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, and expenses.
• Provide ad-hoc reporting and in-depth analysis to support the Senior Management Team and department heads.
• Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams.
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• Support the coordination of the annual budgeting process.
• Develop financial models and analyses to support strategic initiatives.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
• Work cross functionally to develop accurate forecasts, while understanding key drivers and execution risk associated with them.

Qualifications:

• Bachelor’s Degree in Accounting or Finance.
• Minimum 3-6 years’ experience in FP&A or transaction services advisory roles.