Senior Manager, Financial Planning & Analysis (FP&A)

Beal Bank • Plano, TX

107d

About The Position

The Senior Manager, FP&A will be responsible for leading the company's financial forecasting, budgeting, reporting, and strategic analysis function. This position will partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor-readiness, investor reporting, and investor-ready company operating requirements.

Requirements

• Bachelor's degree in Finance or a related field.
• CFA preferred.
• Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles.
• Proven track record supporting investor readiness or operating in a public company environment.
• Advanced Excel, financial modeling, and presentation skills.
• High attention to detail with the ability to manage multiple priorities under varying deadlines.
• Excellent communication and leadership skills with a professional, positive attitude and demeanor.

Responsibilities

• Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready.
• Partner with leadership to guide decision-making through data-driven financial insights.
• Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness.
• Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models.
• Develop scenario analyses, sensitivity testing, and investor-ready financial projections.
• Ensure alignment of business unit forecasts with corporate objectives.
• Establish robust internal management reporting processes and KPIs.
• Prepare board-level financial materials, investor-ready presentations reporting.
• Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles.
• Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors.
• Drive improvements in financial systems, controls, and processes to meet investor-ready standards.
• Lead the development of investor-grade reporting and communication practices.
• Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises.
• Foster cross-functional collaboration with various departments throughout the organization.

Benefits

• Medical, dental and vision coverage
• 401K with company match
• 10 paid holidays
• Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
• Applicant may be eligible for annual discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree