Strategic FP&A Lead: Forecasting & Growth

Uneekor, Inc.; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Uneekor, Inc. is seeking an experienced FP&A Analyst to drive budgeting, rolling forecasts, financial modeling, and management reporting, partnering with department leaders to inform strategic decisions.

The role focuses on driver-based three-statement models, KPI dashboards, variance analysis, and actionable insights to support growth and efficiency across the business. You will interact with senior leadership to translate data into clear recommendations.

Qualifications

• 5+ years progressive FP&A or financial analysis experience.
• Ability to own budgeting, forecasting, and management reporting deliverables.
• Advanced Excel skills with integrated three-statement modeling and cash flow forecasts.
• Translate complex financial data into clear recommendations for senior leadership.
• Strong understanding of KPIs and drivers across business units.

Responsibilities

• Lead annual budgeting, monthly rolling forecasts, and long-range plans with department leaders.
• Own consolidated forecasts for revenue, Opex, headcount, capex, and cash flow; challenge drivers.
• Build and maintain driver-based three-statement models and perform scenario analyses.
• Monitor forecast accuracy, explain deviations, and propose corrective actions.
• Prepare timely monthly management reporting packages (dept. and consolidated).
• Analyze actuals vs budget/forecast and communicate variances, trends, risks, and opportunities to leadership.
• Define and monitor financial/operational KPIs; develop standardized dashboards across entities.
• Act as FP&A partner for departments, guiding spend, resource allocation, and performance improvement.
• Lead departmental financial reviews and recommend actions to hit targets.
• Prepare ROI, pricing, margin, profitability, break-even analyses to support strategic decisions.
• Assess performance by segment, product, channel, and entity with Sales Finance and ops.
• Analyze working capital trends and optimize cash flow and working capital.
• Evaluate cash implications of decisions and growth initiatives.
• Use ERP/FP&A systems to extract and reconcile data for planning/reporting.
• Develop scalable Excel models and KPI dashboards; identify automation opportunities.

Skills

Advanced Excel

Financial modeling

Variance analysis

Budgeting & forecasting

Presentation to leadership

Cross-functional collaboration

Education

Bachelor's degree

MBA/CPA/CMA/CFA

Tools

NetSuite

Cube FP&A

Adaptive Planning

Anaplan

OneStream

Power BI

Tableau

Job description

Uneekor, Inc. is seeking an experienced FP&A Analyst to drive budgeting, rolling forecasts, financial modeling, and management reporting, partnering with department leaders to inform strategic decisions.

The role focuses on driver-based three-statement models, KPI dashboards, variance analysis, and actionable insights to support growth and efficiency across the business. You will interact with senior leadership to translate data into clear recommendations.