FP&A Lead: AI-Driven Finance & M&A

BAL; Richardson (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision

Disability and life insurance

Sick time

Unlimited vacation

401(k) with company match

Job summary

Berry Appleman & Leiden is seeking a forward-thinking Finance Manager to lead AI-driven automation of our finance function and serve as a strategic partner to senior leadership in Richardson, TX. You will design models for M&A, due diligence, and capital investments, and translate complex numbers into clear narratives for executives.

The role requires strong modeling, exceptional communication, and the ability to operate at the C-suite level, with a focus on scalable processes and accurate

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of progressive experience in FP&A, Strategic Finance, Consulting, Investment Banking, Private Equity, or Corporate Development.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Demonstrated ability to analyze complex financial information and translate findings into actionable business recommendations.
• Excellent written and verbal communication skills.
• Ability to present financial information effectively to executive leadership and other senior stakeholders.
• Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• High level of attention to detail, accuracy, and financial integrity.

Responsibilities

• Drive AI automation of financial processes, forecasts, and reporting, leveraging Databricks and Claude to modernize and scale finance workflows.
• Partner closely with Legal and Operations teams to build financial models that frame ambiguous business questions into structured analysis to support firm initiatives, and present output directly to senior leadership.
• Develop financial models to support Revenue, SG&A, Cash Flow, Working Capital, and Capital Investments.
• Lead M&A financial analysis and execution, including financial due diligence, deal modeling, synergy analysis, and integration planning.
• Own consolidated financial reporting for the Executive Committee and Finance Committee, ensuring accurate, timely, and decision-ready reporting for senior leadership and governance forums.
• Mentor and train Senior Financial Analysts and Financial Analysts, helping build technical modeling skills, business acumen, and best practices across the team.

Skills

Financial modeling

Forecasting

Analytical skills

Strong communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Cube

Job description

Berry Appleman & Leiden is seeking a forward-thinking Finance Manager to lead AI-driven automation of our finance function and serve as a strategic partner to senior leadership in Richardson, TX. You will design models for M&A, due diligence, and capital investments, and translate complex numbers into clear narratives for executives.

The role requires strong modeling, exceptional communication, and the ability to operate at the C-suite level, with a focus on scalable processes and accurate