Senior Finance Manager - Broker Vertical

Triumph Financial, Inc.•Dallas, TX

16h•Onsite

About The Position

The Senior Finance Manager is a senior leader within the Finance Team. This role leads cross-functional planning, driving enterprise insights, and strengthening financial governance. The Senior Finance Manager is highly visible and partners with business unit leaders and Finance leadership to translate complex performance data into clear recommendations that improve profitability, reduce risk, and enable disciplined growth. This role typically leads priority initiatives, enhances forecasting accuracy, elevates management reporting, and mentors/oversees analysts and managers, while owning key elements of finance systems, reporting, and process excellence.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or Business (required)
6-8 progressive experience in FP&A, Finance, Accounting, or Corporate Treasury
Advanced FP&A, modeling, forecasting, and executive storytelling capability
Experience with EPM platforms (Axiom / Adaptive / Anaplan / Planful / Essbase / Hyperion / TM1)
Advanced Excel; comfort with BI tools and data/ETL concepts
Strong influence, prioritization, and communication skills; thrives in a fast-paced, ambiguous environment

Nice To Haves

Banking/Financial Services experience (preferred)
CPA, CFA, CMA, and/or MBA (preferred)

Responsibilities

Lead major workstreams across rolling forecast, annual budget, and long-range planning; ensure alignment with Triumph priorities and operating cadence
Own key performance narratives and driver-based insights for senior leadership reviews and business line operating rhythms
Build and review sophisticated models evaluating strategic initiatives, investments, and operating decisions, including sensitivities and scenario planning
Serve as a trusted finance partner for business leaders; challenge assumptions, clarify risks/opportunities, and help shape decisions
Facilitate cross-functional forecasting inputs and standardize assumptions across business lines to improve comparability and predictability
Provide advanced oversight of the planning/forecasting platform administration (e.g., Adaptive) and associated reporting outputs; ensure data integrity and scalable design
Drive self-service reporting and dashboard maturity; partner with BI/ETL resources to improve automation and usability
Lead preparation of Board-ready reporting and executive packages; ensure clarity of story, drivers, and forward-looking risks/opportunities
Coordinate monthly management reporting across business lines and support ad hoc executive analysis requests
Strengthen process documentation, controls, and policy adherence across planning and reporting to support a disciplined control environment
Identify and implement process improvements that reduce cycle time and improve forecast accuracy
Provide direct or matrix leadership for analysts/finance managers; coach on modeling, storytelling, and stakeholder management
Set quality standards for analysis and reporting; build bench strength through mentorship and training