Financial Planning and Analysis Manager

Taurus Search; United States; On-site; USD 120,000 - 150,000; Full time

Job summary

Taurus Search collaborates with a rapidly growing financial services and technology company in Dallas to recruit an FP&A Manager who will own financial planning, budgeting, forecasting, and analysis.

You will partner with senior leadership, prepare board-ready materials, develop dashboards, and drive strategic decision-making in a fast-paced, entrepreneurial environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5+ years of finance experience with at least 3 years in FP&A.
• Strong budgeting, forecasting, modeling and variance analysis experience.
• Experience in financial services, fintech, or PE-backed environments preferred.

Responsibilities

• Own and maintain the company’s integrated financial model and long-range forecasts.
• Lead annual budgeting, forecasting, and reforecasting processes.
• Prepare monthly budget-to-actual analyses and present key drivers.
• Develop reporting for senior leadership, the Board, and investors.
• Partner with business leaders to analyze performance and support strategic decisions.
• Create dashboards and KPI reporting to improve visibility into performance.

Skills

Financial modeling

Forecasting

Variance analysis

Data interpretation

Executive communication

Independence

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

BI tools

Dashboard platforms

Financial planning software

Job description

We are partnering with a growing financial services and technology company in Dallas on a search for an FP&A Manager.

The business is entering an important stage of growth and evolution and is looking to add a highly analytical, commercially minded finance professional who can take ownership of financial planning and analysis while partnering closely with senior leadership.

This is a highly visible, hands‑on opportunity for someone who enjoys operating in an entrepreneurial environment and wants meaningful exposure to executive leadership, strategic decision‑making, and long‑term value creation.

Key Responsibilities:

• Own and maintain the company’s integrated financial model and long-range forecasts.
• Lead annual budgeting, forecasting, and periodic reforecasting processes.
• Prepare monthly budget-versus-actual analysis and communicate key drivers, risks, and opportunities.
• Develop financial reporting and presentations for senior leadership, the Board, and investors.
• Partner with business leaders to analyze performance, evaluate strategic initiatives, and support commercial and product‑related decisions.
• Support reporting and ad hoc analytical requests from the company’s private equity sponsor.
• Work closely with Accounting to ensure management reporting and forecasts remain aligned with financial results.
• Develop dashboards, KPI reporting, and business intelligence tools to improve visibility into company performance.
• Identify opportunities to automate reporting, modeling, and analysis through technology and AI‑enabled tools.
• Perform ad hoc financial and strategic analysis to support management decision‑making.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• 5+ years of relevant finance experience, including at least 3 years in a hands‑on FP&A capacity.
• Demonstrated experience owning budgeting, forecasting, financial modeling, and variance analysis.
• Experience within financial services, fintech, or a private equity-backed company strongly preferred.
• Strong financial modeling, analytical, and data interpretation skills.
• Ability to communicate financial insights clearly to senior executives and non‑finance stakeholders.
• Comfortable operating independently in a fast‑paced, growing environment.
• Strong attention to detail with the ability to balance multiple priorities.

Preferred Experience:

• Background in banking, lending, wealth management, insurance, broker‑dealer, fintech, or another regulated financial‑services environment.
• Previous experience working within a PE‑backed organization or supporting sponsor/investor reporting.
• Experience preparing Board or executive‑level reporting materials.
• Exposure to BI, dashboarding, or FP&A planning platforms.
• Experience leveraging AI or automation tools to improve finance processes.
• Prior banking, private equity, consulting, or strategic finance experience combined with in-house FP&A experience is a plus.