Senior FP&A Manager

LHH; San Antonio (TX); On-site; USD 135,000 - 140,000; Full time

Job summary

LHH is seeking a Senior FP&A Manager to build and own the financial planning infrastructure supporting core business and related entities. This hands-on role reports to corporate leadership and collaborates with accounting to translate financial data into forward-looking profitability insights, liquidity and capital deployment.

The ideal candidate has 7+ years in FP&A or related fields, expert Excel skills, GAAP reporting experience, and the ability to deliver executive-ready analyses in a

Qualifications

• 7+ years of FP&A, corporate finance, or related fields.
• Experience building multi-year financial models, budgets, and forecasts.
• Expert-level Excel with large datasets and complex formulas.
• Ability to translate GAAP results into forward-looking management reports.
• Strong executive-level communication and presentation skills.
• Willingness to work extended hours during peak periods.
• On-site role in San Antonio, TX.

Responsibilities

• Lead multi-year corporate budgeting and recurring forecast cycles with tracking of revisions.
• Maintain a weekly cash forecast and surface covenant/leverage risks.
• Develop profitability model including cost allocation by unit/leader.
• Create scenario and sensitivity tools for long-range planning.
• Explain variances with accounting during close and align reporting to GAAP.
• Coordinate with investment teams on forecast inputs.
• Support system implementations, data mapping, model design, testing.
• Identify and drive automation in models, data sourcing, reporting.
• Document models and processes for continuity and version control.

Skills

FP&A experience

Corporate finance

GAAP reporting

Excel expert

Executive communication

Fast-paced work

Self-starter

Education

Bachelor's in Finance/Accounting

Tools

Excel

Power BI

Power Query

Job description

A large, established investment management organization is seeking a Senior FP&A Manager to build and own the financial planning infrastructure supporting its core business and related entities. This is a hands-on, individual-contributor role reporting into corporate leadership, working closely with accounting and reporting to turn financial data into forward-looking insight on profitability, liquidity, leverage, and capital deployment.

What you'll own:

• - Lead the consolidated multi-year corporate budget and recurring forecast cycles, tracking accuracy over time and explaining what's driving each revision
• - Maintain a weekly corporate cash forecast along with covenant and leverage projections, surfacing risk early
• - Build and refine the firm's profitability model, including cost allocation methodology and margin reporting by business unit and leader
• - Develop scenario and sensitivity tools to support long-range planning and capital allocation decisions
• - Partner with accounting during monthly and quarterly close to explain variances and keep management reporting tied to GAAP results
• - Coordinate with investment teams on fee and investment forecast inputs, filling in analysis where needed
• - Support finance system implementations and enhancements, including data mapping, model design, and testing
• - Identify and drive automation opportunities across models, data sourcing, and reporting- Document models and processes to support version control and continuity

What you need:

• - Bachelor's in Finance, Accounting, or related field
• - 7+ years of progressive experience in FP&A, corporate finance, transaction advisory, investment banking, or public accounting
• - Hands-on experience personally building and maintaining complex, multi-year financial models, budgets, and forecasts
• - Expert-level Excel, comfortable with large datasets, complex formulas, and model documentation
• - Strong grasp of financial statements and the ability to translate GAAP results into forward-looking management reporting
• - Ability to distill complex analysis into clear executive-level recommendations
• - Self-starter with strong attention to detail, comfortable in a fast-paced, deadline-driven environment
• - Willing to work extended hours during peak reporting periods
• - On-site role

Nice to have:

• - Background in real estate investment management, private equity, or asset management
• - Familiarity with management fee, promote, incentive fee, or carried interest structures
• - Experience with expense allocation, profitability, or contribution margin modeling
• - Power BI, Power Query, or similar data visualization/transformation tools
• - Prior involvement in an EPM or financial planning system implementation

Compensation: $135K-$140K base, plus substantial and attainable bonus potential.