Manager, Financial Planning and Analysis (FP&A)

Lumexa Imaging•Dallas, TX

21h

About The Position

The Manager, FP&A provides timely and accurate financial reporting and analytics to senior business leaders. The role is responsible for monthly financial reporting and analysis, supporting budget and forecast preparation, and managing capital requisitions and tracking. It also handles ad-hoc reporting and special projects for one region within Lumexa Imaging’s footprint. The manager reviews monthly financials and operational metrics, oversees full P/L responsibilities, analyzes variances and trends, and partners with stakeholders to improve benchmarking and dashboards. The role also supports rolling forecasts, annual strategic planning and budget preparation, identifies risks and opportunities, and participates in mergers and acquisitions activity. Additional work includes preparing reports and presentations for senior leadership and completing other assigned tasks and projects.

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 presentation materials and presenting to senior leadership.
Advanced or expert Excel skills and experience with enterprise reporting tools or 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.
Ability to think critically about problems and provide creative solutions when necessary.
Willingness to work long hours when necessary.

Responsibilities

Review monthly financials and operational metrics, with full P/L responsibilities.
Manage variance and trend analysis and explain changes.
Partner with stakeholders in revenue cycle, operations, accounting, and other areas 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 activities and provide insight and support to operational partners.
Support annual budget preparation with analytics that coordinate strategic planning and the annual budget.
Identify and size risks and opportunities not reflected in forecast or budget results.
Participate in M&A activity, including modeling, consolidation, and financial statement reviews.
Prepare reports and presentation-level materials in response to senior leadership requests, including monthly operating reviews and business reviews.
Complete additional ad-hoc work and other assigned tasks and projects.
Manage capital requisitions and tracking.