Strategic FP&A Manager: Forecasting & Insights

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

Job summary

Integrity, headquartered in Dallas, Texas, seeks an experienced FP&A Manager to lead the financial planning and analysis function. This role oversees budgeting, forecasting, and reporting, translating data into actionable insights for senior leadership.

Collaborate with executives to drive strategies, build financial models, and guide decision-making. A strong background in Power BI/Tableau, Excel, ERP systems, and cross-functional leadership is essential for success.

Qualifications

• 7+ years of FP&A experience.
• Advanced proficiency in BI tools (Power BI, Tableau) and MS Excel; familiarity with OneStream, NetSuite, and SQL is a plus.
• Strong accounting, finance, and ERP systems knowledge.

Responsibilities

• Provide strategic financial support to senior management and business unit leaders, including preparing presentations and handling special projects.
• Collaborate with the FP&A Director to drive core financial processes, including forecasting, budgeting, long-range planning, and consolidated financial reporting.
• Own the implementation, milestones, and data consolidation for financial planning processes.
• Produce KPI reports, analyze trends, and identify root causes impacting key performance indicators.
• Maintain and continuously improve FP&A reporting and modeling tools, with a focus on OneStream.
• Support executive reporting and lead period-end discussions with business leaders to inform decision-making.
• Work cross-functionally with Accounting, Sales Ops, People & Culture, and department leaders.
• Develop business cases, perform scenario analyses, and build financial models; drive process improvement and risk/opportunity identification.
• Perform ad-hoc business analysis for leadership team to further inform business decisions.

Skills

Power BI

Tableau

MS Excel

SQL

Leadership

Financial modeling

OneStream

NetSuite

Education

Bachelor's degree in Business/Accounting/Finance/Economics

Tools

OneStream

NetSuite

ERP systems

Job description

Integrity, headquartered in Dallas, Texas, seeks an experienced FP&A Manager to lead the financial planning and analysis function. This role oversees budgeting, forecasting, and reporting, translating data into actionable insights for senior leadership.

Collaborate with executives to drive strategies, build financial models, and guide decision-making. A strong background in Power BI/Tableau, Excel, ERP systems, and cross-functional leadership is essential for success.