Financial Planning and Analysis Manager

Job Title: Financial Planning and Analysis Manager

Location: Irving, Texas, United States

Type: Full Time

Our Client is Looking a strategic and business-focused FP&A Manager to support the Technology organization by driving financial planning, forecasting, reporting, and business performance analysis. This role serves as a trusted finance partner to business leaders, providing financial insights, supporting strategic decision-making, and ensuring alignment between financial plans and organizational objectives.

Key Responsibilities

Financial Planning & Forecasting

• Lead the annual budgeting process and long-range financial planning activities
• Develop and maintain financial forecasts that support organizational goals and strategic priorities
• Drive planning processes to ensure alignment between business objectives and financial targets
• Support scenario planning and evaluate the financial impact of strategic initiatives

Financial Reporting & Analysis

• Own the monthly financial close and forecasting process
• Conduct detailed variance analysis and identify underlying business drivers impacting results
• Deliver accurate and timely management reports for leadership teams
• Translate complex financial data into clear, actionable business insights

Business Partnership & Strategic Support

• Partner closely with Technology and business leaders to understand operational performance and financial needs
• Provide financial guidance on key business decisions, investments, and strategic initiatives
• Identify financial risks and opportunities and recommend appropriate actions
• Support business leaders with data-driven recommendations that improve performance

Financial Modeling & Decision Support

• Develop and maintain sophisticated financial models supporting:
• Strategic planning
• Investment evaluation
• Scenario analysis
• Resource allocation decisions
• Perform ad hoc financial analysis and present findings to senior stakeholders
• Assess business cases and support investment decision-making processes

Performance Management

• Monitor key financial and operational performance indicators
• Identify trends, gaps, and opportunities for improvement
• Proactively highlight areas of over-performance and under-performance
• Support the development of performance improvement initiatives

Process Improvement & Transformation

• Continuously enhance budgeting, forecasting, and reporting processes
• Improve financial reporting accuracy, automation, and efficiency
• Support finance transformation initiatives and process modernization efforts
• Recommend and implement best practices that strengthen financial operations

Cross-Functional Collaboration

• Partner with Finance, Technology, Shared Services, and Business Operations teams
• Support enterprise initiatives requiring financial analysis and decision support
• Collaborate across functions to ensure consistency in planning assumptions and reporting methodologies
• Build strong relationships with stakeholders across the organization

What We're Looking For

Core Financial Expertise

• Strong experience in:
• Financial Planning & Analysis (FP&A)
• Budgeting
• Forecasting
• Financial Modeling
• Management Reporting
• Ability to analyze complex financial information and translate it into business recommendations
• Strong understanding of financial performance management and strategic planning

Analytical & Technical Skills

• Advanced financial modeling capabilities
• Expert-level proficiency in Microsoft Excel
• Experience with Business Intelligence (BI) and reporting tools is advantageous
• Strong quantitative, analytical, and problem-solving skills

Business Partnership & Leadership

• Proven ability to influence business decisions through financial insights
• Strong stakeholder management and relationship-building skills
• Experience presenting financial information to senior leaders and executives
• Ability to balance strategic thinking with operational execution

Communication & Collaboration

• Excellent written, verbal, and presentation skills
• Ability to communicate financial concepts to both finance and non-finance audiences
• Comfortable operating in fast-paced, cross-functional environments
• Strong attention to detail while maintaining a broader business perspective

Qualifications

Required

• Bachelor's Degree in:
• Finance
• Accounting
• Economics
• Related discipline
• 7 years of progressive experience in:
• Financial Planning & Analysis (FP&A)
• Corporate Finance
• Strategic Finance
• Related financial roles
• Strong experience with:
• Budgeting
• Forecasting
• Financial Reporting
• Business Performance Analysis
• Advanced Excel and financial modeling expertise

Preferred

• MBA or Master's Degree in Finance, Accounting, Business Administration, or related field
• Experience supporting Technology organizations or shared services functions
• Experience with:
• Finance transformation initiatives
• Divestitures
• Transition Services Agreements (TSAs)
• Stranded Cost Analysis
• Knowledge of corporate cost allocation methodologies
• Experience using Business Intelligence and financial reporting platforms