Financial Planning and Analysis Manager

Lumexa Imaging, Inc.; Plano (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Lumexa Imaging, Inc. in Plano, TX seeks a Manager of FP&A to provide timely financial reporting and analytics for senior leaders.

You will own monthly close, variance analysis, budgeting, forecasting, and ad-hoc reports, partnering with operations and accounting to drive performance across the Lumexa footprint.

This role requires strong Excel skills, data visualization ability, and the capacity to translate complex numbers into clear insights for non-financial stakeholders.

Qualifications

• Bachelor's degree in a financial related field.
• 5-7 years experience in an FP&A environment.
• Strong Excel and reporting tool experience.

Responsibilities

• Oversee monthly financial reporting and variance analysis for the region.
• Lead budget and rolling forecast activities with the local team.
• Support M&A activity including modeling and consolidation for financial statements.
• Prepare ad-hoc reports and dashboards for senior leadership.

Skills

Advanced Excel

Data visualization

Financial analysis

Stakeholder communication

Education

Bachelor's degree in a financial related field

Tools

Data warehouses

Enterprise reporting tools

Job description

The primary responsibility of the Manager, FP&A is to provide support as well as timely and accurate financial reporting and analytics to senior business leaders. This position will be responsible for monthly financial reporting and analysis, supporting budget and forecast preparation, capital requisitions and tracking. The Manager will also be responsible for ad-hoc reporting and special projects for one region in the Lumexa footprint.

• Review of monthly financials and operational metrics, full P/L responsibilities
• Manage variance/ trend analysis with explanations of changes
• Partner with key stakeholders to enhance benchmarking and dashboards (ie- revenue cycle, operations, accounting)

(35%) Budget & Forecast Preparation

• Facilitate the rolling forecast efforts with the local team
• Participate in annual strategic planning activities, providing insight and support to operational partners
• Support annual budget preparation, providing analytics that coordinate strategic planning efforts and annual budget
• Identify & size risks and opportunities not reflected in forecasted/budgeted results

(40%) Ad-Hoc Reporting & Special Projects

• Participate in M&A activity including modeling, consolidation & financial statement reviews
• Prepare reporting and presentation level output for additional information requests by senior leadership (ie- monthly operating reviews, business reviews)
• Additional ad-hoc work as needed

(5%) Completes other tasks and projects as assigned

Requirements:

• Knowledge of and adherence to company policies and protocols
• Ability to translate complex financial data, verbally and graphically, to communicate with non-financial stakeholders and leaders
• Polished presentation skills, both in preparing presentation materials and the ability to relay to senior leadership
• Advanced/expert Excel skills and experience with enterprise reporting tools / data warehouses
• Strong organization skills, attention to detail & the ability to follow through to resolve outstanding issues
• High ability to adapt to changing priorities and work collaboratively to meet deadlines
• Ability to critically think through problems and provide creative solutions when necessary
• Willingness to work long hours, when necessary

Education and Experience:

• Minimum of Bachelors Degree in a financial related study
• 5-7 years experience in an FP&A environment