FP&A Manager: AI-Driven Forecasting & Analytics Leader

Forward Air Corp.; Coppell (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

HSA

Equity incentives

Job summary

Forward Air Corp. in Dallas, TX is seeking a Manager of Financial Planning and Analysis to own the consolidated monthly forecasting and annual budget cycle, delivering clear executive-ready insights.

You will build driver-based models linking volume, yield, transportation costs, and labor; lead board reporting, variance analyses, and scenario planning for strategic opportunities. This role requires strong leadership and advanced Excel, Anaplan-like tools, and AI-enabled workflow enhancements.

Qualifications

• Education: Bachelor's degree in Finance, Accounting, Economics, or related field. MBA preferred.
• Certifications: CFA/ CPA preferred or progress toward credential.
• Industry: Transportation/logistics multi-entity experience preferred.
• Experience: 4+ years FP&A, corporate finance, or related analytical finance environment; leadership preferred.
• Financial acumen: strong income statement, balance sheet, and cash flow understanding.
• Technical: Advanced Excel, modeling, and data tools.

Responsibilities

• Own the consolidated monthly forecasting process and annual budget cycle.
• Develop driver-based financially models linking volume, yield, costs, and headcount to results.
• Build scenario analyses and pro forma models for acquisitions, restructurings, and strategic opportunities.
• Coordinate planning across segments and align forecast assumptions.
• Deliver monthly variance analyses with concise driver commentary.
• Prepare consolidated Business Review and Board materials (EBITDA bridges, margins, KPI dashboards).
• Partner with Finance, Accounting, and operations across Ground, Air, Ocean, and Contract Logistics.
• Lead ad hoc analyses on pricing, fuel surcharge, cost allocation, SG&A, capex, and working capital.

Skills

Advanced Excel

Financial Modeling

Driver-based Forecasting

Scenario Analysis

Power Query

Dynamic Arrays

Data Analysis

Communication Skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA (preferred)

CFA/CPA (preferred)

Tools

Anaplan

Workday Adaptive Planning

OneStream

Oracle EPM

Tableau

Power BI

SQL

Python

Databricks

Job description

Forward Air Corp. in Dallas, TX is seeking a Manager of Financial Planning and Analysis to own the consolidated monthly forecasting and annual budget cycle, delivering clear executive-ready insights.

You will build driver-based models linking volume, yield, transportation costs, and labor; lead board reporting, variance analyses, and scenario planning for strategic opportunities. This role requires strong leadership and advanced Excel, Anaplan-like tools, and AI-enabled workflow enhancements.