Financial Planning and Analysis Manager

Razorjack Recruiting; Fort Worth (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

We seek a hands-on FP&A Manager to join our finance team. This role is highly analytical, building financial models, analyzing performance, and delivering leadership with insights to improve decisions.

This is not a reporting-only role; you will perform financial analysis, forecast models, develop Power BI dashboards, analyze drivers, investigate variances, and partner with operational leaders to drive the business.

Qualifications

• Strong financial modeling and analytical skills.
• Ability to turn large financial and operational data into actionable insights.
• Experience with budgeting, forecasting, and variance analysis.

Responsibilities

• Lead annual budgeting and forecasting processes.
• Develop and maintain detailed financial models.
• Prepare monthly and quarterly forecasts.
• Perform budget-versus-actual analysis and explain variances.
• Analyze revenue, margins, EBITDA, expenses, and KPIs.
• Build and interpret Power BI dashboards for leadership.
• Identify risks and opportunities and advise executives.
• Develop ROI analyses for major initiatives.
• Support strategic planning and decision-making.
• Provide forward-looking analysis to management.

Skills

Financial modeling

Financial analysis

Forecasting

Variance analysis

Tools

Power BI

Job description

We is seeking ahands-on FP&A Managerto 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 isnot 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 inlarge or complex organizationwho has strong financial modeling and analytical skills and can turn large amounts of financial and operational data into meaningful business insights.

Experience ininvestment 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 determinewhy performance is changing, not simply report that it changed.

Power BI & Reporting

• Build and maintainPower 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.