Financial Planning Analysis Jobs in Dallas, TX

About Us

Summary

Essential Duties & Responsibilities

• Lead the consolidation of monthly financial results across all business units, geographies, and legal entities, ensuring accuracy, timeliness, and consistency with accounting close.
• Own the monthly executive reporting package, including P&L, balance sheet, cash flow, KPIs, and variance commentary delivered to the CFO, CEO, and Board.
• Partner with the Controller’s organization to ensure alignment between management reporting and statutory results, and to drive a faster, more insightful close-to-report cyclec

• Own the end-to-end annual operating budget process, including calendar, templates, guidelines, target setting, and consolidation, culminating in Board-approved financial plans.
• Drive top-down and bottoms-up alignment with business units, ensuring plans are appropriately stretched, achievable, and tied to operational drivers.
• Partner with the SVP, FP&A and line-of-business FP&A leaders to translate corporate strategy and targets into actionable business unit budgets.

• Design and implement a rolling forecast process across revenue, margin, operating expenses, working capital, and cash, replacing or augmenting the traditional periodic forecast cadence.
• Establish governance, cadence, templates, and driver-based models that connect operational performance to financial outcomes and enable continuous reforecasting.
• Build a culture of forecast accuracy, accountability, and continuous improvement in partnership with line-of-business FP&A leaders.
• Deliver clear, decision-ready analyses of business performance, risks and opportunities, and provide actionable recommendations to executive leadership.

• Own integrated three-statement financial modeling (income statement, balance sheet, cash flow) at the consolidated and business unit level.
• Lead enterprise cash forecasting and working capital management, partnering with Treasury to optimize liquidity, debt capacity, and capital deployment.
• Support strategic initiatives including M&A, refinancing, and capital structure decisions with rigorous quantitative analysis.

• Lead the implementation of financial systems and transformation initiatives, including EPM/CPM platforms (e.g., Anaplan, OneStream, Oracle EPM, Workday Adaptive), ERP integration, and reporting tools.
• Modernize planning, forecasting, and reporting processes by leveraging data, automation, AI, and analytics to reduce manual effort and improve speed-to-insight.
• Champion standardization of charts of accounts, hierarchies, and management reporting structures across the enterprise.

• Build, develop, and lead a high-performing Corporate FP&A team, attracting top talent and creating a clear career path for finance professionals across the organization.
• Partner closely with the FP&A business partners across the lines of business, driving alignment on standards, processes, and analytical frameworks while respecting business unit context.
• Act as a credible, influential partner to the SVP, FP&A, the CFO organization, and senior business leaders, translating complex financial information into clear strategic narratives.
• Drive a culture of intellectual curiosity, financial rigor, accountability, and continuous improvement throughout the finance organization.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA strongly preferred.
• 15+ years of progressive finance experience, with at least 5 years leading a Corporate FP&A function at a complex, multi-business-unit organization.
• Demonstrated track record consolidating monthly results, owning the annual budget, and designing and operating disciplined forecasting cycles — including hands-on experience implementing a rolling forecast.
• Deep expertise in three-statement modeling, including cash flow forecasting and working capital management.
• Hands-on experience leading the implementation of financial systems and broader finance transformation initiatives.
• Experience in multi-entity, multi-currency environments; public company and / or private equity backed experience is a plus.
• Strategic thinker with strong business acumen and the ability to connect financial outcomes to operational drivers and long-term value creation.
• Exceptional analytical and modeling skills; comfortable navigating ambiguity and translating large, complex data sets into clear executive insights.
• Strong leadership presence and influence with the ability to drive alignment across senior stakeholders without direct authority.
• Excellent written and verbal communication skills, including comfort presenting to senior finance and business leaders across the enterprise.
• Highly organized and detail-oriented, with the ability to balance long-term initiatives against rigorous monthly and quarterly cadences.
• Builder mindset — energized by improving processes, modernizing systems, and developing teams.

What We Offer

• Medical, Dental, Vision Insurance
• Tuition Reimbursement
• Paid Parental Leave
• Life, Accident and Disability
• Retirement with Company Match
• Paid Time Off

Diversity Commitment