FP&A Director: Strategic Planning & Performance

Aarigging; Coppell, Northern (TX, KY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

MEI is seeking a Director of Financial Planning & Analysis in Coppell, TX to partner with the CFO and senior leaders. Lead budgeting, forecasting, and performance analysis across regions, delivering actionable insights to optimize profitability and capital planning.

The role requires 7–10+ years in FP&A, strong leadership, US GAAP knowledge, and advanced Excel with Power BI and ERP experience. Travel as needed; on‑site position in Coppell, TX.

Qualifications

• MBA in finance or a related degree with work experience to demonstrate mastery.
• 7–10+ years of experience in financial planning and analysis including budgeting, forecasting, and financial analysis.
• 5+ years in direct management or leadership.
• Knowledge of US GAAP and full financial statements.
• Strong ability to identify trends and recommend improvements to leaders.
• Excellent communication and presentation skills for finance and non‑finance stakeholders.
• Ability to work cross‑functionally and independently in a fast‑paced environment.
• Advanced Excel (PivotTables, XLOOKUP/INDEX‑MATCH, Power Query) and financial modeling.
• Experience with reporting/dashboard tools like Power BI; ERP experience preferred.
• Willingness to travel as needed.

Responsibilities

• Develop partnerships with executives to provide financial insights for decisions.
• Lead annual budget, multi-year plan, rolling forecasts, and performance reviews.
• Analyze trends in revenue, margins, labor, and overhead for optimization.
• Provide actionable insights on profitability, capital planning, and ops performance.
• Communicate complex financial concepts to both finance and non‑finance leaders.
• Monitor KPIs and report emerging trends, risks, and opportunities to leadership.
• Oversee capital expenditure reporting, budgeting, and investment analyses.
• Prepare and analyze financial records, systems, and processes for efficiencies.
• Design and maintain monthly reporting packages, variance analyses, and dashboards.
• Develop financial models for budgeting, forecasting, pricing, and planning.
• Collaborate with Accounting to improve data integrity and reporting accuracy.
• Support regional offices with analytical input to improve decision making.
• Support strategic initiatives and acquisitions with financial analysis.
• Coordinate budgeting processes across regions and ensure consistency.
• Lead and develop FP&A team with organizational design and processes.
• Review existing processes and implement improvements for national support.

Skills

Financial planning

Forecasting

Budgeting

Financial analysis

Leadership

Stakeholder communication

Advanced Excel

Power BI

ERP experience

Travel flexibility

Education

MBA in finance

Bachelor's in finance or related field

Tools

Power BI

Microsoft Dynamics 365 (D365)

Job description

MEI is seeking a Director of Financial Planning & Analysis in Coppell, TX to partner with the CFO and senior leaders. Lead budgeting, forecasting, and performance analysis across regions, delivering actionable insights to optimize profitability and capital planning.

The role requires 7–10+ years in FP&A, strong leadership, US GAAP knowledge, and advanced Excel with Power BI and ERP experience. Travel as needed; on‑site position in Coppell, TX.