Strategic FP&A Manager — Forecasting & Insights

Volarify; Forest Hill (TX); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Fully paid employee life insurance

Medical, vision, and dental coverage

Pet insurance

401(k) plan

Disability insurance

Generous paid time off

Job summary

Our Client, based in Haltom City, TX, seeks an FP&A Manager to support financial reporting, budgeting, and analysis at corporate and consolidated levels. You will collaborate with Accounting and Senior Leadership to drive performance and strategic planning, with a focus on forecasting, modeling, and executive-level presentations.

This on-site role requires 3–5 years of FP&A/corporate finance experience, a Finance/Accounting degree, and proficiency with ERP/BI tools. MBA/CFA/CPA is a plus.

Qualifications

• 3–5 years of FP&A, corporate finance, or related experience.
• Bachelor’s degree in Finance or Accounting required.
• MBA or CFA/CPA designation a plus but not required.
• Experience with ERP and BI tools; Sage and Tableau a plus.
• Strong communication and analytical abilities.

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 experience

Financial modeling

Budgeting & forecasting

Data-driven insights

Communication skills

Attention to detail

Cross-functional collaboration

Education

Bachelor’s degree in Finance or Accounting

MBA or CFA/CPA designation a plus

Tools

ERP systems

Sage

Tableau

Job description

Our Client, based in Haltom City, TX, seeks an FP&A Manager to support financial reporting, budgeting, and analysis at corporate and consolidated levels. You will collaborate with Accounting and Senior Leadership to drive performance and strategic planning, with a focus on forecasting, modeling, and executive-level presentations.

This on-site role requires 3–5 years of FP&A/corporate finance experience, a Finance/Accounting degree, and proficiency with ERP/BI tools. MBA/CFA/CPA is a plus.