Strategic FP&A Finance Manager | High-Growth, Flexible Schedule

Unity Search Group

Dallas (TX)

Hybrid

USD 90,000 - 130,000

Full time

3 days ago
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Job summary

Unity Search in the Dallas area partners with a PE-backed distributor to recruit a Finance Manager who will work closely with the Finance and Accounting teams and leadership to perform financial analysis and reporting for the firm.

The role requires strong financial modeling, ad-hoc reporting experience, and an in-depth understanding of the Balance Sheet, with cross-functional exposure and high visibility to senior leadership.

Qualifications

  • Bachelor’s degree in finance, accounting, economics, business, or a quantitative field; MBA or graduate degree a plus.
  • 5-7+ years of FP&A, corporate finance, or financial analysis.
  • Proven record supporting operating business units and senior leadership.
  • Background in multi-site, distribution, technology, or services companies is a plus.
  • Expert-level Excel modeling and polished PowerPoint skills.
  • Three-statement modeling, budgeting, forecasting, variance analysis, and KPI design and reporting.
  • Experience with large datasets and financial reporting systems.
  • BI tool familiarity (Power BI, Tableau) and SQL and/or Python knowledge preferred.

Responsibilities

  • Co-own the annual budget, rolling forecast, and multi-year planning cycles.
  • Compare monthly results to plan and walk senior leaders through key drivers and recommended actions.
  • Oversee financial models covering income statement, balance sheet, and cash flow.
  • Run custom analyses to inform strategic projects and executive decisions.
  • Own the accuracy and timeliness of monthly, quarterly, and year-end reporting packages.
  • Advise operations leaders across multiple business units, turning dense financial and operational data into clear, usable takeaways.
  • Present findings and recommendations to executives in a concise, high-impact format.

Skills

Excel modeling
PowerPoint
Financial analysis
Budgeting & forecasting
Executive communication
SQL/Python
FP&A experience

Education

Bachelor's degree in finance or related field
MBA or graduate degree (plus)

Tools

Power BI
Tableau
SQL
Python

Job description

Unity Search in the Dallas area partners with a PE-backed distributor to recruit a Finance Manager who will work closely with the Finance and Accounting teams and leadership to perform financial analysis and reporting for the firm.

The role requires strong financial modeling, ad-hoc reporting experience, and an in-depth understanding of the Balance Sheet, with cross-functional exposure and high visibility to senior leadership.

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