Manager, Financial Planning and Analysis (FP&A)

Lumexa Imaging; Dallas (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Lumexa Imaging seeks a Manager of FP&A to deliver timely financial reporting and analytics for a regional scope within the Lumexa footprint. You will own monthly close, variance analysis, and partner with operations to drive dashboards and reporting for leadership.

This role leads budgeting and forecasting, prepares insights for strategic planning, and supports ad-hoc analyses including potential M&A activities. Strong Excel and data warehousing skills required; long hours may be necessary.

Qualifications

• Bachelor's degree in a financial related field.
• 5–7 years experience in an FP&A environment.
• Advanced Excel skills and experience with enterprise reporting tools / data warehouses.

Responsibilities

• Review monthly financials and operational metrics with full P/L responsibility.
• Manage variance and trend analysis with explanations of changes.
• Partner with stakeholders to enhance dashboards and benchmarking.
• Create financial models aligning operational and financial metrics.
• Facilitate rolling forecast and participate in annual strategic planning.
• Support annual budgets with analytics coordinating planning efforts.
• Identify risks and opportunities not reflected in forecasted results.
• Participate in M&A activity including modeling and consolidation.
• Prepare reporting output for senior leadership and ad-hoc requests.
• Complete other tasks and projects as assigned.

Skills

Advanced Excel

Presentation skills

Financial reporting

Data visualization

Enterprise reporting tools

Data warehouses

Analytical thinking

Attention to detail

Deadline oriented

Collaboration

Education

Bachelor's degree in finance/accounting or related field

Tools

Excel

Data warehouses

Enterprise reporting tools

Job description

The primary responsibility of the Manager, FP&A is to provide support as well as timely and accurate financial reporting and analytics to senior business leaders. This position will be responsible for monthly financial reporting and analysis, supporting budget and forecast preparation, capital requisitions and tracking. The Manager will also be responsible for ad-hoc reporting and special projects for one region in the Lumexa footprint.

Essential Duties/Responsibilities:

(30%) Financial Reporting & Analysis

• Review of monthly financials and operational metrics, full P/L responsibilities
• Manage variance/ trend analysis with explanations of changes
• Partner with key stakeholders to enhance benchmarking and dashboards (ie- revenue cycle, operations, accounting)
• Create financial models aligning operational & financial metrics

(35%) Budget & Forecast Preparation

• Facilitate the rolling forecast efforts with the local team
• Participate in annual strategic planning activities, providing insight and support to operational partners
• Support annual budget preparation, providing analytics that coordinate strategic planning efforts and annual budget
• Identify & size risks and opportunities not reflected in forecasted/budgeted results

(40%) Ad-Hoc Reporting & Special Projects

• Participate in M&A activity including modeling, consolidation & financial statement reviews
• Prepare reporting and presentation level output for additional information requests by senior leadership (ie- monthly operating reviews, business reviews)
• Additional ad-hoc work as needed

(5%) Completes other tasks and projects as assigned

Requirements:

• Knowledge of and adherence to company policies and protocols
• Ability to translate complex financial data, verbally and graphically, to communicate with non-financial stakeholders and leaders
• Polished presentation skills, both in preparing presentation materials and the ability to relay to senior leadership
• Advanced/expert Excel skills and experience with enterprise reporting tools / data warehouses
• Strong organization skills, attention to detail & the ability to follow through to resolve outstanding issues
• High ability to adapt to changing priorities and work collaboratively to meet deadlines
• Ability to critically think through problems and provide creative solutions when necessary
• Willingness to work long hours, when necessary

Education and Experience:

• Minimum of Bachelors Degree in a financial related study
• 5-7 years experience in an FP&A environment