Senior Financial Planning & Analysis

BearCom•Garland, TX

About The Position

BearCom is the largest value-added distributor of wireless, voice, data and video solutions that boost operating efficiency and increase safety and productivity. The company is currently in a high-growth phase and building a team of people who share core values of positivity, exceptional work ethic and a commitment to working hard in order to get the job done. Through partnerships with Motorola, JVC Kenwood, Avigilon, and the like, BearCom services the mission-critical communication needs of its sophisticated customer base. With nearly forty years in the industry and a reputation for technical expertise and the ability to offer customized solutions, BearCom delivers a variety of communication applications across a diverse mix of over 40 end markets in the US and Canada. BearCom's ability to create tailored solutions for its extensive base of over 20,000 active customers allows them to enjoy relationships with the Fortune 100 to small municipalities. BearComs headquarters and distribution center are in Dallas, TX and the company is currently partnered with the industry renowned Private Equity sponsor Bertram Funds out of Foster City, California. Summary: The Senior Manager of FP&A leads financial analysis, forecasting, budgeting, and KPI performance management to support organizational planning and business decision-making. This role reports to the Director of Financial Planning & Analysis and partners closely with senior leadership, business unit owners, and cross-functional teams to drive financial performance, improve operational visibility, and support strategic initiatives. The FP&A team plays a key role in financial reporting and analysis, including annual planning, operating forecasts, and cash flow modeling. This role is ideal for a proactive financial leader who thrives in a fast-paced environment, brings strong analytical rigor, and has experience supporting treasury functions, investment decisions, and financial integrations.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
8–12+ years of experience in financial planning, business analysis, or corporate finance roles.
3+ years of people-leadership experience managing analysts or finance business partners.
Strong knowledge of budgeting, forecasting, variance analysis, KPI frameworks, and ROI modeling.
Experience supporting cash flow forecasting, liquidity visibility, or Treasury-aligned planning activities.
Systems-oriented mindset with experience improving financial planning tools, ERP data structures, or reporting automation.
Expert-level Excel skills and proficiency with financial modeling and decision-support tools.

Nice To Haves

CPA, CFA, or MBA a plus, but not required.
Experience supporting acquisitions, integrations, or financial diligence workstreams.
Background in KPI design for sales or operations teams.
Familiarity with incentive compensation modeling.

Responsibilities

Financial Planning & Forecasting Lead development of operating budgets and financial plans aligned to company strategy.
Own the annual budget process, including timeline, templates, stakeholder alignment, and consolidated output.
Maintain and enhance rolling operating forecasts, interim financial projections, and forward trend analysis.
Manage a 13-week (13-week+) cash flow forecast and model liquidity, working capital, and leverage ratio visibility in partnership with Treasury/Finance leadership.
Identify and lead top-line and profit gap closure initiatives, including scenario modeling and actionable recommendations.
Assess key risks and opportunities within annual budgets and forecasts and communicate impacts to leadership.
Strategic & Investment Analysis Provide decision support through financial modeling, cost-benefit analysis, and ROI frameworks.
Build and maintain project profitability and ROI models, supporting both pre-investment approval and post-implementation measurement.
Support CAPEX planning and investment decisions through ROI analysis and KPI-driven funding prioritization.
Collaborate with Finance, Sales, and HR partners on modeling and tracking sales compensation and incentive programs.
KPI, Performance Reporting & Business Partnership Develop, track, and report on actionable Sales and Operations KPIs.
Build and maintain dashboards and reporting cadences that drive operational accountability.
Lead monthly business unit and regional financial reviews, capturing variance explanations, performance trends, and forecast impacts.
Partner across departments to monitor and optimize SG&A cost structures, identify savings opportunities, and support functional spend discipline.
Serve as a primary FP&A liaison to business units, ensuring financial results are understood and tied to strategic plans.
M&A & Integration Support Support acquisition diligence through financial analysis, modeling, and operational KPI evaluation.
Participate in the financial integration of acquired companies, including forecasting alignment, KPI tracking, and reporting standardization.
Assist in post-acquisition performance measurement and planning model integration.
Team Leadership Lead, mentor, and develop a team of financial analysts and/or finance business partners.
Foster a high-performance, structured, and collaborative FP&A team culture.
Establish scalable planning processes, documentation standards, and cross-functional financial support expectations.