Financial Planning and Analysis Manager

Razorjack Recruiting/ R G Resources, Inc; Fort Worth (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Razorjack Recruiting/ R G Resources, Inc. seeks a hands-on FP&A Manager to lead the finance team’s analytics, build forecasting models, and develop Power BI dashboards that drive decisions.

This role requires turning large data sets into actionable insights and collaborating with operational leaders. The ideal candidate will perform financial analysis actively, not just report results, and will own modeling, budgeting, and variance analysis in a large or complex organization.

Qualifications

• 7+ years of progressive financial analysis or FP&A experience.
• Experience in a large or complex organization.
• Strong financial modeling and forecasting skills.
• Advanced Excel skills.
• Experience with budgeting, forecasting, and variance analysis.

Responsibilities

• Lead the annual budgeting and forecasting process.
• Develop and maintain detailed financial models.
• Prepare monthly and quarterly forecasts.
• Perform detailed budget-versus-actual analysis.
• Identify and explain key financial and operational variances.
• Analyze revenue, gross margin, EBITDA, operating expenses, profitability, and other key metrics.
• Develop scenario and sensitivity analyses.
• Identify financial trends, risks, and opportunities.
• Improve forecast accuracy and financial planning processes.
• Personally analyze financial and operational data to identify business trends and opportunities.
• Build financial models from the ground up.
• Analyze profitability by location, department, product, customer, and other business segments.
• Analyze pricing, margins, inventory, expenses, working capital, and operating performance.
• Develop business cases and ROI analyses for major initiatives.
• Evaluate capital investments and strategic opportunities.
• Conduct ad hoc financial analysis for senior leadership.
• Dig into the numbers to determine why performance is changing, not simply report that it changed.

Skills

FP&A experience

Financial modeling

Forecasting

Advanced Excel

Power BI

Analytical thinking

Budgeting

Leadership

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Excel

Job description

We is seeking a hands-on FP&A Manager to join our finance team. This is a highly analytical role for someone who enjoys working directly in the numbers, building financial models, analyzing business performance, and providing leadership with the information needed to make better decisions.

This is not a reporting-only management position. The successful candidate will personally perform financial analysis, build and improve forecasting models, develop Power BI dashboards, analyze business drivers, investigate variances, and work closely with operational leaders.

We are looking for someone with experience in a large or complex organization who has strong financial modeling and analytical skills and can turn large amounts of financial and operational data into meaningful business insights.

Experience in investment banking, private equity, management consulting, or another highly analytical financial environment is a plus.

Key Responsibilities

• Lead the annual budgeting and forecasting process.
• Develop and maintain detailed financial models.
• Prepare monthly and quarterly forecasts.
• Perform detailed budget-versus-actual analysis.
• Identify and explain key financial and operational variances.
• Analyze revenue, gross margin, EBITDA, operating expenses, profitability, and other key metrics.
• Develop scenario and sensitivity analyses.
• Identify financial trends, risks, and opportunities.
• Improve forecast accuracy and financial planning processes.
• Personally analyze financial and operational data to identify business trends and opportunities.
• Build financial models from the ground up.
• Analyze profitability by location, department, product, customer, and other business segments.
• Analyze pricing, margins, inventory, expenses, working capital, and operating performance.
• Develop business cases and ROI analyses for major initiatives.
• Evaluate capital investments and strategic opportunities.
• Conduct ad hoc financial analysis for senior leadership.
• Dig into the numbers to determine why performance is changing, not simply report that it changed.

Power BI & Reporting

• Build and maintain Power BI dashboards and financial reporting tools.
• Develop automated dashboards for financial and operational KPIs.
• Combine financial and operational data to provide a complete view of business performance.
• Reduce manual reporting and improve reporting efficiency.
• Create dashboards that allow leadership to quickly identify trends, issues, and opportunities.
• Maintain data integrity and consistent KPI definitions.

Forecasting & Business Performance

• Develop driver-based forecasting models.
• Monitor actual performance against forecast and budget.
• Identify emerging risks and opportunities.
• Partner with business leaders to understand the operational drivers behind financial results.
• Develop actionable recommendations based on financial analysis.
• Help management understand the financial impact of operational decisions.

Executive & Management Support

• Prepare financial analysis and presentations for senior leadership.
• Translate complex financial information into clear and actionable recommendations.
• Provide management with forward-looking analysis.
• Support strategic planning and decision-making.
• Develop financial KPIs and management reporting.
• Communicate financial risks and opportunities proactively.

Cross-Functional Partnership

• Work closely with Operations, Sales, Inventory, Supply Chain, Marketing, and other departments.
• Partner with department leaders to improve financial performance.
• Help operational leaders understand their financial results and key drivers.
• Challenge assumptions and evaluate the financial impact of proposed decisions.
• Support initiatives designed to improve profitability, efficiency, and cash flow.

What We're Looking For

We are looking for a hands-on financial leader who is comfortable managing the FP&A function while personally doing the analytical work.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 7+ years of progressive financial analysis or FP&A experience.
• Experience working in a large or complex organization.
• Strong financial modeling and forecasting skills.
• Advanced Excel skills.
• Strong understanding of financial statements and business drivers.
• Experience with budgeting, forecasting, and variance analysis.
• Strong analytical and problem-solving skills.
• Ability to work with large datasets and identify meaningful trends.
• Strong communication and presentation skills.

Preferred Qualifications

• Advanced Power BI experience.
• Investment banking experience.
• Private equity or transaction-related financial analysis.
• Management consulting experience.
• Experience with acquisitions, capital investments, or strategic financial analysis.
• Experience automating financial reporting.
• MBA, CFA, CPA, or similar advanced credential.

The Ideal Candidate

The right person will be:

• Hands-on and highly analytical.
• Extremely strong in Excel and Power BI.
• Comfortable working with large datasets.
• Able to build financial models from scratch.
• Curious about the business and willing to dig into the details.
• Comfortable challenging assumptions.
• Able to identify the financial story behind the numbers.
• A strong communicator who can explain complex analysis to non-financial leaders.
• Comfortable moving between detailed analysis and executive-level recommendations.
• A self-starter who doesn't wait for someone else to tell them what needs to be analyzed.