Senior Financial Planning Analyst

Southwest Search; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading recruitment firm in Texas is seeking a Senior Financial Analyst, FP&A to support budgeting and forecasting cycles and assist the CFO with financial performance analysis. The role involves developing financial plans, providing timely performance reports, and enhancing strategic planning. Ideal candidates should have a strong background in finance, excellent communication skills, and experience in financial analysis. This is an opportunity to work closely with senior leadership and contribute to key financial decision-making.

Responsibilities

• Support budgeting and forecasting cycles for financial performance.
• Assist in month-end reporting and performance analysis.
• Develop communication materials for management and board.

Skills

Financial analysis

Budgeting

Strategic planning

Communication skills

Performance analysis

Education

Bachelor's degree in Finance or related field

Job description

Overview

The Senior Financial Analyst, FP&A will be a key member of the FP&A team, focused on supporting the CFO and FP&A team in budgeting and forecasting cycles within the company, assisting on month-end reporting, providing performance analysis for all functions of the business, communicating with key operators of the organization about performance, analysis and results, and assisting the CFO in communicating performance to constituents and producing relevant and actionable management reports and analytics.

• This role will report to Senior Director of FP&A and partner closely with the senior leadership throughout the organization on matters relating to the delivery of financial and operational performance that will enable the company to achieve its strategic objectives.
• Strategic Planning – Support in the development, delivery, and execution of the company's strategic plan. Work across functions to develop a comprehensive strategic plan that aligns the financial results with the operational objectives.
• Board and Investor Communication – Develop communication materials for company management.
• Operating Performance – Provide timely and accurate financial and operating performance reports to key constituents including annual Budgets, intra-year forecasts, quarterly board reporting, monthly financial reporting and any key communications or reports asked by constituents of company
• Financial Planning and Reporting – Develop and communicate financial plans and budgeting for company. Report on financial and operating results of the business whether daily, weekly, monthly, quarterly, annually or as requested. Analyzing and explaining variances to plan.
• CFO Support – Expect the Sr. Analyst to be a trusted resource willing to make the extra effort, provide the analysis required and utilize their business acumen to ensure that the team executes and delivers upon the objectives of its investors by providing the services and products valued by our customers that they expect to receive from company-owned operations