Strategic FP&A Leader: Budgeting, Forecasting & Analytics

Jobtailor; Plano (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor in Plano, TX seeks an accomplished FP&A leader to own budgeting, forecasting, and long-range planning. You will partner with cross-functional teams to deliver accurate plans and executive insights that drive strategic decisions.

Ideal candidates have 7–10+ years in Corporate FP&A or related roles, with strong modeling, Excel, and BI tools (Power BI/Tableau). MBA or CPA preferred; excellent communication and stakeholder influence required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 7-10+ years of progressive experience in Corporate FP&A or related fields
• Demonstrated experience leading annual budgeting, quarterly forecasting, and long-range planning processes
• Exceptional financial modeling and advanced Excel skills for multi-unit environments
• Experience preparing executive presentations and Board-level materials
• Strong understanding of financial statements, cash flow forecasting, and capital allocation
• Experience with Power BI, Tableau or other BI/reporting tools preferred
• Highly organized with attention to detail and ability to manage multiple priorities
• Excellent written and verbal communication skills with ability to influence stakeholders
• Alignment with core values and building a scalable finance organization

Responsibilities

• Lead annual budgeting process with cross-functional partners
• Serve as trusted partner to VP of Finance for planning cycles and executive reporting
• Own quarterly forecasting including consolidated P&L, balance sheet, and cash flow
• Develop and maintain long-range financial plan for strategic decisions
• Partner with department leaders on G&A budgets and spend optimization
• Build sophisticated financial models and scenario analyses
• Collaborate on CapEx planning with Development and Real Estate teams
• Lead monthly variance analysis across revenue, G&A, EBITDA, CapEx, cash flow
• Prepare executive reports and Board materials with strategic recommendations
• Respond to PE, lenders, and exec requests with financial analyses
• Own enterprise cash flow forecasting and liquidity analysis
• Drive Power BI dashboards and executive reporting tools
• Improve forecast accuracy and reporting quality with Accounting
• Establish scalable FP&A processes and continuous improvement
• Mentor junior Finance staff and foster collaboration

Skills

Financial Modeling

Budgeting Process Leadership

Quarterly Forecasting

Power BI Dashboard Development

Executive Reporting

Cash Flow Forecasting

P&L Management

Scenario Analysis

Capital Allocation

Long-Range Financial Planning

Advanced Excel Skills

Education

MBA

CPA

Bachelor's degree

Tools

Power BI

Tableau

Financial Reporting Tools

Job description

Jobtailor in Plano, TX seeks an accomplished FP&A leader to own budgeting, forecasting, and long-range planning. You will partner with cross-functional teams to deliver accurate plans and executive insights that drive strategic decisions.

Ideal candidates have 7–10+ years in Corporate FP&A or related roles, with strong modeling, Excel, and BI tools (Power BI/Tableau). MBA or CPA preferred; excellent communication and stakeholder influence required.