Financial Planning & Analysis Manager

BMS CAT•Haltom City, TX

5d•Onsite

About The Position

BMS CAT is a trusted leader in disaster restoration, handling multi-million-dollar commercial projects as well as residential losses of all sizes. Founded in 1948, BMS CAT has built a long-standing reputation for quality, reliability, and service excellence. We are a team of high-energy, high-performing individuals who work together to maintain BMS CAT’s position as an industry leader. Reporting to the Corporate Controller, the FP&A Manager will support financial reporting, review, and analysis at the corporate and consolidated level. The role will work closely with the Accounting and Senior Leadership teams to help assess and drive the Company's strategy and performance, with a primary focus on conducting consolidated-level analysis, preparing monthly management decks, and assisting with the annual budgeting process. The FP&A Manager’s areas of focus are financial statement review, forecasting and budgeting, financial modeling for capital projects, and executive-level presentation development. It is imperative for the FP&A Manager to work closely with various operational team leadership to develop and maintain a deep understanding of business drivers. This position reports to our headquarters and is an on-site role. Remote only or relocation will not be offered.

Requirements

Minimum of 3–5 years of relevant FP&A, corporate finance, or related experience.
Bachelor’s degree in finance or accounting 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.
Strong quantitative abilities and attention to detail.

Nice To Haves

MBA or professional certification (e.g., CFA, CPA) a plus but not required.
Experience with Sage and Tableau is a plus.

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.