Financial Planning and Analysis Manager

Shermco Industries; Irving (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Shermco Industries in Irving, TX is seeking a Manager of Corporate FP&A to lead strategic planning, forecasting, and performance management across enterprise functions. You will partner with regional leaders and executives to translate financial data into actionable insights and drive margin improvement in a service-based, project-driven organization.

The role emphasizes long-range planning, accurate forecasting, and executive reporting, with potential senior or director level consideration for

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 10–15+ years of FP&A, corporate finance, or strategic planning experience.
• Strong leadership experience managing teams and cross-functional stakeholders.
• Expertise in financial modeling, forecasting, and enterprise-wide performance management.
• Advanced Excel and financial systems experience (Adaptive Insights, Anaplan, Hyperion, Workday, or similar).
• Exceptional communication and executive-level presentation skills.

Responsibilities

• Lead the development of annual budgets, quarterly forecasts, and long-range strategic plans for corporate functions.
• Own consolidated financial performance reporting (P&L, balance sheet, cash flow) and key metrics.
• Prepare materials for the Board, CEO, CFO, and executive leadership; present insights clearly.

Skills

Strategic Planning

Forecasting

Financial Analysis

Executive Reporting

Cross-functional Leadership

Advanced Excel

Financial Modeling

ERP Systems

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA (preferred)

Tools

Adaptive Insights

Anaplan

Hyperion

Workday

Job description

The Manager of Corporate FP&A is a strategic, hands-on finance leader responsible for driving enterprise-wide financial planning, forecasting, reporting, performance management, and analytics.

This role will partner closely with Regional Directors, Vice Presidents, and executive leadership to understand business performance and turn financial data into actionable insights. A key focus will be helping operational leaders improve revenue recognition, identify and address margin leakage, understand project and labor performance, and improve overall profitability.

We are looking for someone who understands the financial drivers of a service-based, project-driven organization. Experience within construction, electrical services, engineering, industrial services, field services, or a similar environment is highly preferred. The ideal candidate can move beyond reporting the numbers to explain what is driving them, where the business may be losing margin, and what actions leaders can take to improve performance.

This individual will also play a key role in long-range planning, forecasting accuracy, executive reporting, and improving financial visibility across the organization.

Strong business acumen and the ability to build credibility with operational leaders will be critical. This person should be comfortable challenging assumptions, identifying issues early, and partnering with the business to develop solutions.

Level Flexibility: While currently scoped as a Manager of Corporate FP&A, we are open to considering a Senior Manager or Director-level candidate, with corresponding compensation, for someone who brings the right depth of FP&A experience, operational finance expertise, and leadership capability.

Key Responsibilities

Strategic Planning & Forecasting

• Lead the development of annual budgets, quarterly forecasts, and long-range strategic financial plans for the corporate support functions.
• Provide scenario modeling, risk analysis, and sensitivity assessments to support strategic decision-making.
• Partner with business unit leaders to align financial projections with operational strategies and corporate objectives.

Financial Analysis & Performance Management

• Own consolidated financial performance reporting, including P&L, balance sheet, cash flow, and key metrics.
• Analyze business trends, identify performance drivers, and recommend actions to

Executive Reporting & Communication

• Prepare materials for the Board of Directors, CEO, CFO, and executive leadership team.
• Present financial insights and recommendations in a clear, compelling manner to senior stakeholders.
• Ensure accuracy, consistency, and clarity in corporate financial narratives.

Operational & Cross-Functional Leadership

• Collaborate with Accounting, Treasury, Accounts Receivable, Accounts Payable, Sales Team, HR, and transformation to drive end-to-end financial processes.
• Improve reporting cycles, and planning systems to increase efficiency and accuracy.
• Support M&A activities, including financial modeling, due diligence, and integration planning as needed.
• Establish a culture of analytical rigor, accountability, and continuous improvement.

Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 10–15+ years of progressive experience in FP&A, corporate finance, or strategic planning.
• Strong leadership experience managing teams and cross -functional stakeholders.
• Expertise in financial modeling, forecasting, and enterprise -wide performance management.
• Advanced Excel and financial systems experience (e.g., Adaptive Insights, Anaplan, Hyperion, Workday, or similar).
• Exceptional communication and executive-level presentation skills.

Preferred

• MBA or relevant advanced degree.
• Experience in a multi-business-unit environment.
• Background in industry -specific KPIs (manufacturing, technology, services, etc.).
• M&A modeling and integration experience.
• Strategic thinker with strong business acumen
• Ability to influence at all organizational levels
• High attention to accuracy and detail
• Strong analytical and problem-solving capabilities
• Executive presence and confidence presenting to senior management
• Ability to thrive in a dynamic, fast -paced environment