Manager-Financial Planning and Analysis

Who we are: BAL•Richardson, TX

About The Position

The Manager, Financial Planning & Analysis makes a positive impact on the firm and the finance organization by sustaining high performing planning, reporting, analysis, and decision support - steering the direction of the firm and ensuring we meet our objectives and financial goals. The Manager reports to the CFO and works closely with the Managing Partners and executive leadership.

Requirements

Bachelor Degree in Business, Accounting, or Finance or equivalent experience.
Minimum of 5 years of experience in a professional service or customer service environment.
Strong analytical and problem-solving skills with a high degree of attention to detail.
Demonstrated intellectual curiosity and ability to challenge assumptions constructively.
High proficiency with accounting and finance tools and concepts, including ERP, FP&A, CPM and reporting systems, as well as MS Excel.
Adept at inspiring, influencing, and motivating individuals and groups to achieve results.
Results-oriented, able to prioritize, and achieve results through others.
Excellent interpersonal skills, including the ability to liaise with global leaders and operational teams and build effective working relationships both internally, and outside of the firm.
Excellent planning, organization and writing skills, including an ability to present and persuade others based on analysis of issues
Demonstrated, progressive track record of success leading high performing teams.
Great customer service attitude and approach.

Responsibilities

Motivate, inspire, and develop all team members through regular structured feedback and planning.
Support team members’ achievement of individual goals.
Effectively manage staff levels and resources.
Recruit, interview, and train new team members.
Monitor and evaluate performance and productivity for team and team members.
Ensure team compliance with all firm policies and procedures.
Lead annual budgets, rolling forecasts, and long-range plans; partner with business leaders to translate strategy into financial models and assumptions.
Own monthly financial reporting, analyze variances vs. plan/forecast, and clearly explain drivers, risks, and opportunities to executive leadership.
Provide scenario modeling, ROI analysis, and ad-hoc insights to support pricing, investment, headcount, and operational decisions.
Build and maintain scalable financial models; ensure accuracy, consistency, and transparency of data across systems and reports.