Manager, Corporate FP&A

Jobtailor; Plano (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor in Plano, TX seeks an accomplished FP&A leader to own budgeting, forecasting, and long-range planning. You will partner with cross-functional teams to deliver accurate plans and executive insights that drive strategic decisions.

Ideal candidates have 7–10+ years in Corporate FP&A or related roles, with strong modeling, Excel, and BI tools (Power BI/Tableau). MBA or CPA preferred; excellent communication and stakeholder influence required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 7-10+ years of progressive experience in Corporate FP&A or related fields
• Demonstrated experience leading annual budgeting, quarterly forecasting, and long-range planning processes
• Exceptional financial modeling and advanced Excel skills for multi-unit environments
• Experience preparing executive presentations and Board-level materials
• Strong understanding of financial statements, cash flow forecasting, and capital allocation
• Experience with Power BI, Tableau or other BI/reporting tools preferred
• Highly organized with attention to detail and ability to manage multiple priorities
• Excellent written and verbal communication skills with ability to influence stakeholders
• Alignment with core values and building a scalable finance organization

Responsibilities

• Lead annual budgeting process with cross-functional partners
• Serve as trusted partner to VP of Finance for planning cycles and executive reporting
• Own quarterly forecasting including consolidated P&L, balance sheet, and cash flow
• Develop and maintain long-range financial plan for strategic decisions
• Partner with department leaders on G&A budgets and spend optimization
• Build sophisticated financial models and scenario analyses
• Collaborate on CapEx planning with Development and Real Estate teams
• Lead monthly variance analysis across revenue, G&A, EBITDA, CapEx, cash flow
• Prepare executive reports and Board materials with strategic recommendations
• Respond to PE, lenders, and exec requests with financial analyses
• Own enterprise cash flow forecasting and liquidity analysis
• Drive Power BI dashboards and executive reporting tools
• Improve forecast accuracy and reporting quality with Accounting
• Establish scalable FP&A processes and continuous improvement
• Mentor junior Finance staff and foster collaboration

Skills

Financial Modeling

Budgeting Process Leadership

Quarterly Forecasting

Power BI Dashboard Development

Executive Reporting

Cash Flow Forecasting

P&L Management

Scenario Analysis

Capital Allocation

Long-Range Financial Planning

Advanced Excel Skills

Education

MBA

CPA

Bachelor's degree

Tools

Power BI

Tableau

Financial Reporting Tools

Job description

• Lead the company's annual budgeting process by partnering cross-functionally to develop accurate, actionable financial plans


• Serve as a trusted thought partner to the VP of Finance with the autonomy to independently lead planning cycles, executive reporting and cross functional initiatives


• Own the quarterly forecasting process, including consolidated P&L, balance sheet, and cash flow projections


• Develop and maintain the company's long-range financial plan to support strategic decision-making


• Partner with department leaders to develop G&A budgets, evaluate spending trends, and identify opportunities to improve efficiency


• Build sophisticated financial models, scenario analyses, and business cases to support strategic initiatives and executive decision-making


• Partner with Development and Real Estate teams on CapEx planning and return on investment evaluations for new locations


• Lead monthly consolidated variance analysis across revenue, G&A, EBITDA, CapEx, and cash flow, identifying key forecast-to-actual drivers and emerging risks


• Prepare executive reporting packages, Board of Directors materials, and presentations that communicate financial performance and strategic recommendations


• Respond to requests from private equity partners, lenders, and executive leadership with timely, thoughtful financial analyses


• Own enterprise cash flow forecasting and liquidity analysis


• Drive the development and optimization of Power BI dashboards and executive reporting tools


• Partner closely with Accounting to improve forecast accuracy, reporting quality, and financial planning processes


• Establish scalable FP&A processes and best practices that support the company's continued growth


• Continuously identify opportunities to automate reporting, improve planning processes, and enhance the overall finance function


• Mentor and develop junior members of the Finance team while fostering a culture of collaboration, accountability, and continuous improvement


• Embod y a \"Get Better Every Day\" mindset by continually improving the quality, efficiency, and impact of financial planning and analysis

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)


• 7-10+ years of progressive experience in Corporate FP&A, Strategic Finance, Consulting, Investment Banking, Private Equity, or Corporate Development


• Demonstrated experience leading annual budgeting, quarterly forecasting, and long-range planning processes


• Exceptional financial modeling and advanced Excel skills with the ability to build complex, dynamic financial models and forecasting tools in a multi-unit business environment


• Experience preparing executive presentations and Board-level materials


• Strong understanding of financial statements, cash flow forecasting, capital allocation, and business performance measurement


• Experience with Power BI, Tableau or other business intelligence and reporting tools preferred


• Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment


• Self-starter with a strong sense of ownership, intellectual curiosity, and a passion for continuous improvement


• Excellent written and verbal communication skills with the ability to influence stakeholders at all levels of the organization


• Strong alignment with Mendo's core values and a passion for building a finance organization that enables growth.

Core Competencies

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling, while effectively communicating insights to executive leadership. Proven ability to lead cross-functional initiatives and optimize financial processes to support strategic growth.

Highest-signal resume keywords

• Financial Modeling


• Budgeting Process Leadership


• Quarterly Forecasting


• Power BI Dashboard Development


• Executive Reporting

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Cash Flow Forecasting


• Variance Analysis


• P&L Management


• Capital Allocation


• Business Performance Measurement


• Advanced Excel Skills


• Scenario Analysis


• G&A Budget Development


• Long-Range Financial Planning

Soft Skills

• Attention to Detail


• Organizational Skills


• Communication Skills


• Collaboration


• Mentoring

Certifications & Qualifications

• MBA


• CPA

Industry Keywords

• Corporate FP&A


• Strategic Finance


• Investment Banking


• Private Equity


• Corporate Development

Tools & Technologies

• Power BI


• Tableau


• Financial Reporting Tools