Senior FP&A - M&A - Investor Relations

Financial Additions; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading company in Fort Worth is searching for a Senior FP&A Analyst to support executive leadership and investor relations through financial modeling, forecasting, and capital markets analysis. Key responsibilities include earnings guidance, SEC filing support, and valuation modeling.

Qualifications

• Solid grasp of financial modeling and capital markets.
• Experience supporting treasury and investor relations.

Responsibilities

• Develop financial forecasts for quarterly guidance.
• Contribute analysis for SEC filings including 10-Qs and 10-Ks.
• Analyze market trends to inform capital market strategies.

Skills

Financial Modeling

Capital Markets

Forecasting

Data Analysis

Job description

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Direct message the job poster from Financial Additions

Financial Additions has partnered with a top-notch client in Fort Worth seeking a Senior FP&A Analyst. The ideal candidate would have experience in the following areas:

This role typically operates at the intersection of financial planning and investor-facing functions. The work often supports executive leadership, investor relations, and treasury in managing the financial performance of the company.

Here are common responsibilities:

• Earnings Guidance & Forecasting – They help develop, refine, and model financial forecasts that inform quarterly earnings guidance issued to shareholders and the market.
• SEC Filing Support – While not directly responsible for preparing filings, they may contribute data and analysis for 10-Qs, 10-Ks, 8-Ks, and earnings releases, especially the MD&A (Management Discussion and Analysis) section.
• Capital Markets Analysis – Analyzing market trends, peer performance, and investor sentiment to inform strategic decisions around stock repurchases, equity offerings, or debt issuance.
• Investor Relations Support – Working closely with IR to build analyst decks, investor presentations, and FAQs for earnings calls, roadshows, or shareholder meetings.
• Valuation Modeling – Running DCF, comparable company, and precedent transaction analyses to understand and explain changes in valuation drivers and align internal forecasts with market expectations.
• Equity Compensation Modeling – Supporting accounting and HR in forecasting dilution impacts from RSUs, stock options, and ESPPs, and modeling their effects on EPS.
• Scenario Planning for Strategic Decisions – Modeling financial impacts of M&A, divestitures, or capital structure changes, considering their implications for credit ratings and shareholder value.

This role requires a solid grasp of capital markets, financial modeling, and often collaboration with treasury, accounting, and investor relations to ensure that company messaging aligns with financial realities and market expectations.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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