Lead Analyst-FP&A

Berry Appleman & Leiden; Richardson (TX); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive pay

Discretionary annual bonus

Medical, dental, vision insurance

Disability and life insurance

Unlimited vacation

401(k) with company match

Job summary

Berry Appleman & Leiden seeks a forward-thinking Finance Manager to modernize our finance function with AI-driven automation. You will design models, forecast cash flows, and analyze mergers & acquisitions while partnering with senior leadership to inform strategic decisions.

You will translate complex data into clear narratives, develop executive materials, and mentor analysts to elevate modeling capabilities across the team.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of 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.

Responsibilities

• Drive AI automation of financial processes, forecasts, and reporting.
• Partner with Legal and Operations to build financial models and present to senior leadership.
• Develop models to support Revenue, SG&A, Cash Flow, Working Capital, and Capital Investments.
• Lead M&A financial analysis and execution including due diligence and integration planning.
• Own consolidated reporting for the Executive Committee and Finance Committee.

Skills

Financial modeling

Forecasting

Communication skills

Excel

PowerPoint

Analytical skills

Executive presentation

Education

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

Tools

Databricks

Claude

Cube

Job description

Description

Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There’s no denying our work is demanding, both in volume and pace, but we’re up for the challenge. We love the balance of hard work and fun – so, you’ll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond.

Who you are: You are looking for work that has a purpose. You aren’t afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren’t afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.

We’re better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It’s a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people’s lives. Come be a part of something special, where you can have an impact and be valued just for being you!

In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.

OVERVIEW:

We are seeking a forward-thinking Finance Manager to lead the modernization of our finance function through AI-driven automation while serving as a key strategic partner to senior leadership. In this role, you will identify, design, and implement AI and automation solutions that streamline finance processes, improve accuracy, and enable the team to focus on higher-value analysis. You will also support the organization's most important strategic initiatives, including mergers and acquisitions, by building robust financial models, conducting valuation and scenario analysis, and supporting due diligence and integration planning.

A core part of this role is translating complex financial information into clear, compelling narratives for decision-makers. You will own the development of executive presentations, including materials for the Finance Committee and Executive Committee, and ensure that leadership has timely, insightful, and well-structured information to guide strategic decisions. The ideal candidate combines strong financial acumen and modeling expertise with a passion for emerging technology, exceptional communication skills, and the ability to operate confidently at the executive level.

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PRIMARY 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.

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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.

PREFERRED QUALIFICATIONS:

• MBA, CFA, CPA or other advanced finance-related credential.
• Experience with AI tools and automation.
• Experience with Cube or similar financial reporting and planning platforms.

Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job.

Berry Appleman & Leiden is an Equal Opportunity Employer . It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.