Financial Planning & Analyst Manager

McCoy-Rockford Inc • Houston, TX

4h

About The Position

The FP&A (Financial Planning & Analysis) Manager is responsible for leading the budgeting, forecasting, and financial analysis activities for the organization. This role partners with business leaders to drive strategic planning, monitor financial performance, and deliver actionable insights that inform decision-making. The ideal candidate is highly analytical, collaborative, and skilled in building robust financial models and reporting processes.

Requirements

• 5+ years of progressive experience in FP&A, corporate finance, or related roles.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proven experience in budgeting, forecasting, and financial modeling.
• Advanced Excel skills and experience with ERP systems and financial planning tools (e.g., Oracle, SAP, Anaplan, Adaptive Insights).
• Strong communication skills with the ability to explain financial information to non-financial stakeholders.
• Demonstrated ability to manage multiple priorities and work in a fast-paced environment.

Nice To Haves

• MBA or CPA/CFA certification.
• Experience leading a small team or mentoring junior analysts.
• Knowledge of data visualization tools (e.g., Tableau, Power BI).
• Experience in a multi-entity or global business environment.

Responsibilities

• Lead the development of annual budgets, quarterly forecasts, and long-range financial plans.
• Analyze financial results, key performance indicators (KPIs), and business drivers to support strategic initiatives.
• Develop and deliver monthly and quarterly reporting packages to executive leadership.
• Collaborate with department heads to align financial plans with operational goals and initiatives.
• Build and maintain complex financial models to support scenario analysis, business cases, and investment decisions.
• Ensure accuracy and integrity of financial data through ongoing validation and variance analysis.
• Identify risks and opportunities through trend and gap analysis, and make recommendations to improve business performance.
• Support finance transformation initiatives, system upgrades, and process improvements.
• Manage and mentor FP&A analysts or support staff, fostering development and knowledge sharing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level