SVP Financial Planning & Analysis

FREEMAN; Dallas (TX); Hybrid; USD 250,000 - 450,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Tuition Reimbursement

Paid Parental Leave

Life, Accident and Disability

Retirement with Company Match

Paid Time Off

Job summary

The Freeman Company, a global leader in live events, seeks a Senior Vice President – Financial Planning & Analysis in Dallas, TX. You will guide enterprise financial planning, forecasting, budgeting, and performance management, partnering with Executive Leadership to drive long-term outcomes.

Hybrid in-office schedule 2-3 days/week; requires a strong GAAP background, ERP experience, and proven leadership of large FP&A teams with strategic impact.

Qualifications

• Bachelor’s degree in accounting or finance required.
• Minimum of ten to fifteen years of progressively increasing roles in finance.
• Seven to ten years of experience leading an FP&A team.
• Demonstrated executive presence with ability to influence senior leaders.
• Thorough understanding of GAAP accounting and reporting.
• Experience aligning FP&A with strategic planning initiatives.
• Strong analytical and communication skills; ability to influence.

Responsibilities

• Lead FP&A team and develop a culture of accountability and talent development.
• Steer enterprise-level projects with cross-functional influence.
• Provide strategic analysis and decision support to the CFO and executives.
• Coordinate board and senior leadership reporting with timely insights.
• Evaluate financial performance, trends, risks and opportunities; advise actions.
• Develop scorecards and KPIs aligned with strategic objectives.
• Model financial scenarios for initiatives, pricing, and capital planning.

Skills

Executive leadership

Financial analysis

Forecasting

Strategic planning

Cross-functional collaboration

Communication

Analytical skills

Excel

PowerPoint

Education

Bachelor's degree in accounting or finance

MBA or CPA or CMA a plus

Tools

SAP

Hyperion Planning

ERP systems

Job description

About Us

The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter.

Summary

The Senior Vice President – Financial Planning & Analysis is an enterprise finance leader responsible for leading the strategic financial planning, forecasting, budgeting processes, and performance management for Freeman. This role collaborates with Executive Leadership and business leaders to drive enterprise priorities and long-term financial performance.

This position will support our Finance team. It is eligible to work a hybrid schedule, generally requiring work in-office 2-3 days per week. This position is based out of Dallas, TX.

Essential Duties & Responsibilities

• Recruit, develop and lead a high-performing team of FP&A people leaders and individual contributors, fostering a culture of accountability, strategic thinking and talent development.

• Lead cross-functional teams on complex enterprise-level projects and drive successful outcomes through credible leadership and influence, rather than formal authority.

• Serve as a trusted financial advisor to the Chief Financial Officer and Executive Leadership by providing strategic analysis, financial guidance and decision support.

• Lead the preparation and coordination of Board, Executive Leadership, lender, and business management reporting, ensuring timely, insightful, and executive-reday financial communications.

• Partner with Accounting and enterprise-wide business leaders to evaluate consolidated financial performance, identify trends, risks, and opportunities, and provide actionable recommendations that improve results.

• Champion continuous improvement of enterprise financial planning, reporting, and performance management processes to enhance decision-making and organizational effectiveness.

• Partner with the company’s Executive Leadership to develop appropriate and effective scorecards and KPIs that align operational execution with strategic business objectives.

• Oversee the financial analysis, reporting, and governance of enterprise investment initiatives, ensuring alignment with strategic priorities.

• Coordinate executive presentations for Chief Officers and other key leaders.

• Develop financial modeling and scenario analysis supporting strategic initiatives, capital investments, pricing, Buy/Lease decisions, and long-term planning.

• Support enterprise cash flow planning and liquidity forecasting to support working capital management, capital allocation, and strategic decision-making.

• Perform other duties as assigned.

Education & Experience

• Role is strongly preferred to sit in Dallas, TX and will have a hybrid work schedule.

• Bachelor’s degree in accounting or finance required.

• Minimum of ten (10) to fifteen (15) years of progressively increasing roles and responsibilities in finance.

• Minimum of seven (7) to ten (10) years of experience leading a Financial Planning & Analysis team.

• Demonstrated executive presence with the ability to influence senior and executive leaders across the enterprise.

• Thorough understanding of financial accounting and reporting required under GAAP.

• Experience leading Financial Planning & Analysis processes in alignment with strategic planning initiatives.

• Ability to create and maintain effective working relationships throughout the organization, including the executive level. Ability to maintain cross-functional partnerships with all levels within the organization in a professional and competent manner.

• Must have strong analytical skills.

• Advanced Microsoft Excel, Word and PowerPoint skills required.

• Prior experience using SAP, or another ERP package preferred.

• Prior experience using Hyperion Planning preferred.

• Ability to produce clear and concise written and verbal communications.

• Excellent customer service skills.

Certificates, Licenses, Registrations

• MBA or CPA or CMA a plus.

What We Offer

The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.

• Medical, Dental, Vision Insurance

• Tuition Reimbursement

• Paid Parental Leave

• Life, Accident and Disability

• Retirement with Company Match

• Paid Time Off

Diversity Commitment

At The Freeman Company, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

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