Strategic FP&A Manager: Budgeting & Forecasting

Volarify; Euless (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully paid employee life insurance

Medical, vision, and dental coverage

401(k) plan

Disability insurance

Generous paid time off

Job summary

Our Client is seeking an FP&A Manager to lead financial reporting, analysis, and budgeting at the corporate level. You will partner with Accounting and Senior Leaders to drive performance and provide actionable insights across consolidated results.

Responsibilities include monthly decks, variance analysis, budgeting, debt covenant reporting, and scenario modeling. On-site role based at HQ; relocation or remote work are not offered.

Qualifications

• Minimum of 3–5 years of relevant FP&A, corporate finance, or related experience.
• Bachelor’s degree in Finance or Accounting required.
• MBA or professional certification such as CFA or CPA is a plus but not required.
• General accounting experience.
• Excellent written and oral communication skills, with the ability to synthesize data and clearly convey actionable messages to senior stakeholders.
• Experience with ERP and business intelligence tools required; experience with Sage and Tableau is a plus.
• Strong quantitative abilities and exceptional attention to detail.

Responsibilities

• Prepare monthly reporting decks and management presentations for the senior leadership team and private equity sponsor.
• Prepare monthly commentary on key financial results, trends, and variances from budget and forecasts at the consolidated level.
• Assist with the annual corporate budgeting process by consolidating branch budgets, validating underlying assumptions, and preparing summary analyses and presentation materials.
• Assist with the preparation of debt covenant compliance reporting and related analytical support.
• Partner with the leadership team to support medium- to long-term financial and strategic planning through data-driven analysis, scenarios, and modeling.
• Identify and quantify risks and opportunities and provide recommendations to improve financial performance.
• Develop and maintain a full understanding of Our Client’s ERP, data, and other systems to deliver meaningful insights regarding business performance and key drivers.
• Maintain and enhance the rolling 13-week cash forecast, including analysis of cash flow and working capital trends.
• Prepare the monthly borrowing base file for the asset-based lending agreement.
• Analyze cash flow and working capital to identify areas of potential improvement and present findings to management.
• Support special projects and ad hoc consolidated analysis as needed to provide decision-making support on new initiatives.

Skills

FP&A

Corporate finance

Budgeting

Financial modeling

Stakeholder communication

ERP & BI tools

Sage

Tableau

Cash flow forecasting

Education

Bachelor’s degree in Finance or Accounting

MBA or CFA/CPA (nice to have)

Tools

Sage

Tableau

ERP systems

Job description

Our Client is seeking an FP&A Manager to lead financial reporting, analysis, and budgeting at the corporate level. You will partner with Accounting and Senior Leaders to drive performance and provide actionable insights across consolidated results.

Responsibilities include monthly decks, variance analysis, budgeting, debt covenant reporting, and scenario modeling. On-site role based at HQ; relocation or remote work are not offered.