Manager, Financial Planning and Analysis (FP&A)

Lumexa Imaging • Dallas, TX

2d

About The Position

The Manager, FP&A provides timely and accurate financial reporting and analytics to senior business leaders and supports business planning for one region in the Lumexa footprint. The role is responsible for monthly financial reporting and analysis, budget and forecast preparation, and capital requisitions and tracking. It also handles ad-hoc reporting and special projects.

The position reviews monthly financial and operational results, manages variance and trend analysis, develops financial models, and partners with stakeholders to improve benchmarking and dashboards. It facilitates rolling forecasts and supports annual strategic planning and budget preparation, including identifying risks and opportunities. The Manager also participates in M&A activity and prepares reporting and presentations for senior leadership.

Requirements

• Bachelor’s degree in a finance-related field.
• 5–7 years of experience in an FP&A environment.
• Knowledge of and adherence to company policies and protocols.
• Ability to translate complex financial data verbally and graphically for non-financial stakeholders and leaders.
• Polished presentation skills, including preparing materials and presenting to senior leadership.
• Advanced or expert Excel skills and experience with enterprise reporting tools and data warehouses.
• Strong organizational skills, attention to detail, and ability to follow through to resolve outstanding issues.
• Ability to adapt to changing priorities and collaborate to meet deadlines.
• Critical-thinking skills and ability to develop creative solutions when necessary.
• Willingness to work long hours when necessary.

Responsibilities

• Review monthly financials and operational metrics, with full profit-and-loss responsibilities.
• Manage variance and trend analysis and explain changes.
• Partner with stakeholders in revenue cycle, operations, and accounting to enhance benchmarking and dashboards.
• Create financial models that align operational and financial metrics.
• Facilitate rolling forecast efforts with the local team.
• Participate in annual strategic planning and provide insight and support to operational partners.
• Support annual budget preparation with analytics that coordinate strategic planning and budget efforts.
• Identify and size risks and opportunities not reflected in forecasted or budgeted results.
• Participate in M&A activity, including modeling, consolidation, and financial statement reviews.
• Prepare reports and presentation-level materials for senior leadership requests, including monthly operating reviews and business reviews.
• Complete additional ad-hoc work, tasks, and projects as assigned.
• Handle capital requisitions and tracking.

What This Job Offers

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