Strategic FP&A Director: Forecast, Budget & Board Prep

BGSF; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading financial services company in Dallas is seeking a Director of Financial Planning and Analysis to oversee financial initiatives and reporting. The role requires a Bachelor's degree in finance or accounting and 5-10 years of experience in financial planning analysis. Candidates should possess strong financial analytical skills and experience with D365, Solver, and Power BI. This position offers a competitive salary and opportunities for professional growth.

Qualifications

• 5-10 years of proven FPA experience.
• General knowledge of accounting/financial/operational principles.
• Experience developing financial reports and metrics.

Responsibilities

• Lead the annual budget process.
• Maintain and report month 13-week cash flow forecast.
• Assist with board presentation development.

Skills

Financial analytical skills

Quantitative skills

Presentation skills

Communication skills

Ability to manage multiple tasks

Education

Bachelor’s degree in finance or accounting

Tools

D365

Solver

Power BI

Job description

A leading financial services company in Dallas is seeking a Director of Financial Planning and Analysis to oversee financial initiatives and reporting. The role requires a Bachelor's degree in finance or accounting and 5-10 years of experience in financial planning analysis. Candidates should possess strong financial analytical skills and experience with D365, Solver, and Power BI. This position offers a competitive salary and opportunities for professional growth.