CFS
Overview
Financial Planning & Analysis Manager – San Antonio, TX (Onsite) Compensation: $140k - $160k About the FP&A Manager role: Join a fast-paced, multi-entity company with a rich history and culture dedicated to providing exceptional service to their clients. Key Responsibilities
Lead Forecasting & Budgeting Cycles: Own the end-to-end planning process, including model development and efficient data aggregation across entities. Strategic Analysis & Modeling: Partner with leadership on ad hoc financial modeling and scenario analysis to support business decisions. Performance Reporting: Consolidate financial results and deliver actionable insights to senior leadership. Dashboard & KPI Development: Build and maintain models and dashboards to monitor performance across business units. Cross-Functional Collaboration: Work closely with accounting, operations, and business leaders to align financial reporting and planning. Long-Range Planning & ROI Analysis: Support strategic initiatives through robust financial projections and investment evaluations. Process Optimization: Enhance systems and workflows for financial data collection, reporting, and analysis. Policy & Control Alignment: Ensure consistent application of financial policies across all entities. Team Development: Mentor junior analysts and foster growth in financial acumen and reporting capabilities. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA strongly preferred. 7+ years of progressive FP&A experience, including 3+ years experience presenting financials Advanced financial modeling, budgeting and forecasting, data visualization and dashboard reporting expertise. Private equity-backed, multi-portfolio, or holding company structures - Ideal fit. Familiarity with treasury, intercompany transactions, eliminations, and financial consolidations - strongly preferred. Benefits
Discounts on local restaurants & shops
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Financial Planning & Analysis Manager – San Antonio, TX (Onsite) Compensation: $140k - $160k About the FP&A Manager role: Join a fast-paced, multi-entity company with a rich history and culture dedicated to providing exceptional service to their clients. Key Responsibilities
Lead Forecasting & Budgeting Cycles: Own the end-to-end planning process, including model development and efficient data aggregation across entities. Strategic Analysis & Modeling: Partner with leadership on ad hoc financial modeling and scenario analysis to support business decisions. Performance Reporting: Consolidate financial results and deliver actionable insights to senior leadership. Dashboard & KPI Development: Build and maintain models and dashboards to monitor performance across business units. Cross-Functional Collaboration: Work closely with accounting, operations, and business leaders to align financial reporting and planning. Long-Range Planning & ROI Analysis: Support strategic initiatives through robust financial projections and investment evaluations. Process Optimization: Enhance systems and workflows for financial data collection, reporting, and analysis. Policy & Control Alignment: Ensure consistent application of financial policies across all entities. Team Development: Mentor junior analysts and foster growth in financial acumen and reporting capabilities. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA strongly preferred. 7+ years of progressive FP&A experience, including 3+ years experience presenting financials Advanced financial modeling, budgeting and forecasting, data visualization and dashboard reporting expertise. Private equity-backed, multi-portfolio, or holding company structures - Ideal fit. Familiarity with treasury, intercompany transactions, eliminations, and financial consolidations - strongly preferred. Benefits
Discounts on local restaurants & shops
#J-18808-Ljbffr