Manager, Financial Planning & Analysis

Westwood Professional Services, Inc. • Plano, TX

100d

About The Position

The Manager of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for financial planning, forecasting, and other analysis activities that enable data-driven decision-making and support executive leadership with insights and recommendations. This role oversees budgeting, forecasting, long-range planning, management reporting, and financial analysis to ensure the organization meets its strategic and financial goals.

Requirements

• Bachelor’s degree in Finance or Economics, or a related field. MBA is preferred.
• 5+ years of progressive experience in budgeting, financial planning, analysis, and management reporting.
• Expert in budgeting, financial modeling, forecasting, and business analytics.
• Excellent attention to detail with focus on accuracy in all aspects of work product.
• Advanced Excel and financial systems skills (experience with ERP, BI tools, and planning software a plus).
• Exceptional leadership skills with the ability to develop and communicate a vision related to financial planning that inspires and motivates the FP&A staff and aligns to the business strategy.
• Excellent analytical, strategic conceptual thinking, strategic planning and execution skills.
• Strong business acumen, including industry, domain-specific knowledge of the Company and its business units.
• Excellent verbal and written communication skills, including the ability to explain financial concepts and budgeting techniques to business leaders, and business concepts to the workforce.
• Familiarity with industry best practices related to financial planning.

Responsibilities

• Responsible for development and oversight of financial models used for budgeting and forecasting including dashboards that support operational and strategic decision making.
• Leads the development and management of the annual budget, including capital expenditure planning.
• Advising executive leadership on long-term business and financial planning.
• Oversees monthly and quarterly management reporting, including variance analysis, monthly forecast, and executive-level presentations.
• Partners with business leaders to identify trends and provide financial insights.
• Prepares financial analyses for strategic initiatives and capital investments.
• Provides financial analysis support on Mergers & Acquisitions.
• Ensures financial planning and reporting are aligned with accounting standards, company policies, and compliance requirements.
• Drives continuous improvement in FP&A processes, systems, and reporting tools.
• Acts as a trusted advisor and builds and maintains relationships with other C-level executives and business unit leaders.
• Uses influencing and negotiation skills to create synergies across the Company to enable cost-effective and innovative shared solutions in achievement of business goals.
• Leads, mentors, and builds a team of finance professionals, fostering a high-performance culture.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees