Senior FP&A Manager, Private Equity & Strategy

BMS CAT & Blackmon Mooring; Haltom City (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, vision, dental

401(k) plan

Life insurance

Disability insurance

Pet Insurance

Generous paid time off

Job summary

BMS CAT, a trusted restoration leader, seeks a Senior Manager, FP&A to own consolidated-level analysis, budgeting, and sponsor/lender reporting. This on-site role partners with Finance and Senior Leadership to drive performance and capital planning across the operating footprint.

Expect developing hands-on finance expertise and strong stakeholder communication. The role emphasizes 3-statement modeling, debt covenants, and quarterly/annual planning, with growth potential as the company expands

Qualifications

• 5+ years of progressively responsible FP&A, corporate finance, or related experience.
• Ability to learn new financial frameworks quickly and own ambiguous, high-stakes problems.
• Bachelor's degree in finance or accounting required.
• MBA or CFA/CPA preferred but not required.
• Strong GAAP knowledge and consolidated financial statements.
• Advanced Excel modeling with three-statement models and debt schedules.
• Experience with ERP and BI tools; Sage Intacct and Tableau a plus.
• Excellent written and verbal communication with senior stakeholders.

Responsibilities

• Develop, analyze, report, and present weekly and monthly KPIs for senior management and lenders.
• Own a dynamic 3-statement/EBITDA/Net Debt/ debt covenant FP&A model.
• Prepare monthly analysis and commentary on results, trends, and variances at the consolidated level.
• Drive annual consolidated budgeting by consolidating branch budgets and presenting analyses.
• Own debt covenant reporting and pro forma EBITDA calculations.
• Support medium-to long-term planning through data-driven analysis and modeling.
• Identify risks and opportunities and provide recommendations to improve performance.
• Maintain understanding of ERP/data systems to deliver insights on drivers.
• Maintain rolling 13-week and monthly cash forecasts and liquidity analyses.
• Prepare monthly borrowing base file and liquidity statements for asset-based lending.
• Support special projects and ad hoc analyses as needed.

Skills

FP&A

Financial modeling

GAAP

Excel modeling

Stakeholder communication

Education

Bachelor's in finance or accounting

Tools

Sage Intacct

Tableau

ERP systems

Job description

BMS CAT, a trusted restoration leader, seeks a Senior Manager, FP&A to own consolidated-level analysis, budgeting, and sponsor/lender reporting. This on-site role partners with Finance and Senior Leadership to drive performance and capital planning across the operating footprint.

Expect developing hands-on finance expertise and strong stakeholder communication. The role emphasizes 3-statement modeling, debt covenants, and quarterly/annual planning, with growth potential as the company expands