Senior FP&A Director: Strategy & Forecasting

Mei Rigging & Crating Llc; Coppell (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

MEI is seeking a Director of Financial Planning & Analysis in Coppell, TX to partner with the CFO and senior leadership. You will transform financial data into actionable insights, lead the FP&A team, and drive enterprise performance across the organization.

The role requires strategic thinking, strong knowledge of GAAP, and exceptional leadership, communication, and Excel skills. Travel may be required as needed.

Qualifications

• MBA in finance required or a Bachelor’s degree in finance, accounting, business, or related field with work experience to demonstrate mastery of field.
• 7–10+ years of experience in financial planning and analysis, including budgeting, forecasting, and financial analysis.
• 5+ years in a direct management or leadership capacity.
• Knowledge of US GAAP and thorough understanding of all financial statements.
• Excellent communication and presentation skills; ability to communicate financial information to both finance and non-finance stakeholders.
• Advanced Microsoft Excel skills (PivotTables, XLOOKUP/INDEX-MATCH, Power Query or similar, complex formulas, financial modeling).
• Experience developing reports and dashboards using Power BI or similar business intelligence tools preferred.
• Experience with Microsoft D365 or a similar ERP system preferred.
• Able to travel as needed.

Responsibilities

• Develop trusted partnerships with executive and operational leadership to understand business drivers and provide financial insights that support decision making.
• Lead an annual budget, multi-year financial plan, rolling forecasts and ongoing performance across the organization.
• Analyze trends in revenue, gross margin, labor, overhead, and other key operating metrics for financial optimization.
• Provide actionable insights into profitability, capital planning and operational performance.
• Exceptional communication, stakeholder management, and the ability to explain complex financial concepts to non-financial leaders.
• Monitor and drive the analysis of key performance indicators and communicate emerging trends, risks, and opportunities to operational leadership, and provide recommendations to executive leadership to drive performance enhancements.
• Oversee capital expenditure reporting, tracking, budgeting, and investment analyses
• Prepare, examine, and analyze financial records, systems, and activities for efficiencies and opportunities.
• Oversee the design and maintenance of monthly financial reporting packages, variance analyses, and performance dashboards.
• Develop and maintain financial models used for budgeting, forecasting, pricing analyses, and business planning.
• Collaborate with Accounting to improve data integrity, reporting accuracy, and financial processes.
• Collaborate with Regional Vice Presidents and Operations Leadership to provide analytical support for offices and regions to improve decision making and visibility.
• Support strategic initiatives, acquisitions, and other special projects through financial analysis as assigned.
• Lead, drive, and ensure consistency between regions for budgeting process or companywide established processes.
• Serve as a strategic leader responsible for setting the organization’s direction, aligning teams with mission‑critical goals, and fostering a culture of innovation and accountability. Build strong cross‑functional relationships to influence decision‑making and drive performance.
• Partner with the CFO to design, build and develop a high‑performing FP&A team, including organizational design, talent improvement, processes, and operating cadence.
• Support and review existing processes, creating new processes to drive national operational support.
• Perform other duties as necessary and requested.

Skills

Financial analysis

Leadership

Communication

Advanced Excel

Budgeting & Forecasting

Cross-functional collaboration

Education

MBA in finance

Bachelor’s degree in finance, accounting, business

Tools

Power BI

Microsoft D365

Excel

Job description

MEI is seeking a Director of Financial Planning & Analysis in Coppell, TX to partner with the CFO and senior leadership. You will transform financial data into actionable insights, lead the FP&A team, and drive enterprise performance across the organization.

The role requires strategic thinking, strong knowledge of GAAP, and exceptional leadership, communication, and Excel skills. Travel may be required as needed.