Strategic FP&A Manager — Budgeting, Forecasting & Insights

BMS CAT; Haltom City (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Life insurance

Medical coverage

Vision coverage

Dental coverage

Pet insurance

401(k) plan

Disability insurance

Paid time off

Job summary

BMS CAT is seeking an experienced FP&A Manager to support financial reporting, forecasting, and budgeting at the corporate level. This on-site role reports to the Corporate Controller and collaborates with Accounting and Senior Leadership to analyze performance and guide strategic decisions.

Responsibilities include preparing management decks, cash flow forecasting, debt covenant reporting, and enhancing ERP/data insights to drive improved financial performance.

Qualifications

• Minimum 3–5 years of FP&A, corporate finance, or related experience.
• Bachelor’s degree in finance or accounting required.
• MBA or professional certification (e.g., CFA, CPA) 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 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 analytic 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 to plan and provide recommendations to improve financial performance.
• Develop and maintain a full understanding of BMS’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 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 experience

Corporate finance

Budgeting

Forecasting

ERP experience

Tableau

Sage

Communication skills

Attention to detail

Education

Bachelor's degree in finance or accounting

MBA or CFA/CPA a plus

Tools

Sage

Tableau

Job description

BMS CAT is seeking an experienced FP&A Manager to support financial reporting, forecasting, and budgeting at the corporate level. This on-site role reports to the Corporate Controller and collaborates with Accounting and Senior Leadership to analyze performance and guide strategic decisions.

Responsibilities include preparing management decks, cash flow forecasting, debt covenant reporting, and enhancing ERP/data insights to drive improved financial performance.