Financial Additions
Senior FP&A - M&A - Investor Relations
Financial Additions, Fort Worth, Texas, United States, 76102
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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.
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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
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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
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Verizon, Lead Financial Analyst- Financial Planning and Analysis - Application via WayUp
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr