Strategic FP&A Lead & Mini-CFO for Growth

SolomonEdwards; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

SolomonEdwards is seeking an FP&A leader to drive forecasting, budgeting, and long-range planning across assigned business areas. You will build complex models, analyze revenue and expenses, and deliver executive-ready insights to shape operational strategy.

In this role you will partner with department leaders, guide KPIs, and mentor junior analysts while ensuring data integrity across Great Plains/Dynamics 365, SQL, Power BI, and Excel.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field required.
• 3+ years of progressive FP&A experience; healthcare or specialty pharmacy experience preferred.
• Advanced financial modeling and Excel skills; proficiency with Power BI or other BI tools.
• Strong analytical, problem-solving, and communication abilities.

Responsibilities

• Lead forecasting, budgeting, and long-range planning for assigned business areas or product lines.
• Develop and maintain complex financial models to support business strategy, scenario planning, and decision-making.
• Analyze revenue, margin, and expense performance, identifying trends and actionable insights for leadership.
• Evaluate initiatives, contracts, and investment opportunities and provide recommendations.
• Serve as a primary finance partner to multiple depts., helping leaders interpret results and make informed decisions.
• Present financial analyses and insights to leaders and senior stakeholders in a clear and concise manner.
• Collaborate with operations, sales, managed care, and pharmacy teams to support strategic initiatives.
• Build, maintain, and enhance advanced financial models that drive decision-making.
• Ensure integrity of data across Great Plains/Dynamics 365, SQL, Power BI, and Excel sources.
• Lead process improvements in modeling, reporting, and data analysis to increase efficiency and scalability.
• Mentor junior team members in modeling, reporting, and business partnering skills.
• Champion best practices for reporting, documentation, and workflow management.
• Identify and implement process improvements that enhance the quality, speed, and impact of FP&A deliverables.

Skills

Forecasting

Budgeting

Financial modeling

Data analysis

Communication skills

Multitasking

Cross-functional partnering

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Excel

Power BI

SQL

Dynamics 365/Great Plains

Job description

SolomonEdwards is seeking an FP&A leader to drive forecasting, budgeting, and long-range planning across assigned business areas. You will build complex models, analyze revenue and expenses, and deliver executive-ready insights to shape operational strategy.

In this role you will partner with department leaders, guide KPIs, and mentor junior analysts while ensuring data integrity across Great Plains/Dynamics 365, SQL, Power BI, and Excel.