Logo
Financial Additions

Senior FP&A - M&A - Investor Relations

Financial Additions, Fort Worth

Save Job

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Financial Additions

Financial Additions has partnered with a top-notch client in Fort Worth seeking a Senior FP&A Analyst. The ideal candidate would have experience in the following areas:

This role typically operates at the intersection of financial planning and investor-facing functions. The work often supports executive leadership, investor relations, and treasury in managing the financial performance of the company.

Here are common responsibilities:

  • Earnings Guidance & Forecasting They help develop, refine, and model financial forecasts that inform quarterly earnings guidance issued to shareholders and the market.
  • SEC Filing Support While not directly responsible for preparing filings, they may contribute data and analysis for 10-Qs, 10-Ks, 8-Ks , and earnings releases, especially the MD&A (Management Discussion and Analysis) section.
  • Capital Markets Analysis Analyzing market trends, peer performance, and investor sentiment to inform strategic decisions around stock repurchases, equity offerings, or debt issuance .
  • Investor Relations Support Working closely with IR to build analyst decks, investor presentations , and FAQs for earnings calls, roadshows, or shareholder meetings.
  • Valuation Modeling Running DCF, comparable company, and precedent transaction analyses to understand and explain changes in valuation drivers and align internal forecasts with market expectations.
  • Equity Compensation Modeling Supporting accounting and HR in forecasting dilution impacts from RSUs, stock options, and ESPPs, and modeling their effects on EPS.
  • Scenario Planning for Strategic Decisions Modeling financial impacts of M&A, divestitures, or capital structure changes , considering their implications for credit ratings and shareholder value.

This role requires a solid grasp of capital markets , financial modeling , and often collaboration with treasury, accounting, and investor relations to ensure that company messaging aligns with financial realities and market expectations.

Seniority level
  • Seniority level
    Associate
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance
  • Industries
    Staffing and Recruiting

Referrals increase your chances of interviewing at Financial Additions by 2x

Sign in to set job alerts for Financial Planning and Analysis Specialist roles.
Financial Planning Specialist (CFP or CFP Candidate Preferred)

Hurst, TX $70,000.00-$80,000.00 1 week ago

Fort Worth, TX $60,000.00-$90,000.00 6 days ago

Senior FP&A Analyst (Operations support)
US Benefit Plans Manager (Financial/Strategic Planning)
National Branch Financial Planning Advisor

Dallas-Fort Worth Metroplex $120,000.00-$140,000.00 1 day ago

Financial Analyst I Financial Planning and Analysis
Financial Analyst II Financial Planning and Analysis
Lead Financial Analyst- Financial Planning and Analysis
Lead Financial Analyst- Financial Planning and Analysis

Irving, TX $61,000.00-$77,000.00 2 weeks ago

Senior Analyst, Financial Planning and Analysis
Senior Analyst, FP&A Finance Shared Services

Irving, TX $46,988.00-$102,000.00 1 week ago

Sr. Financial Planning & Analysis Analyst
Financial Planning & Analysis (FP&A) Analyst and Cash Management Analyst
Verizon, Lead Financial Analyst- Financial Planning and Analysis - Application via WayUp

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr