Optimus Growth Partners
Location: Dallas Fort Worth
Work Model: Hybrid/In-Office
Role Overview We are seeking an accomplished Financial Advisory Consultant who combines deep FP&A expertise with proven ability to design and execute financial processes from the ground up. This role will lead both client-facing consulting engagements and internal finance transformation initiatives, building scalable budgeting frameworks, financial models, and business partnering processes that drive strategic decision-making.
The ideal candidate thrives in build-phase environments, excels at translating complex financial concepts for diverse stakeholders, and can seamlessly shift between hands-on modeling work and strategic advisory. This position reports directly to the CFO and serves as a critical bridge between finance, operations, and business leadership.
Key Responsibilities Financial Planning & Budget Process Leadership
Design and implement comprehensive budgeting and forecasting processes from scratch, including timelines, templates, review cadences, and stakeholder education
Build dynamic, driver-based financial models capable of scenario planning, sensitivity analysis, and long-range strategic planning
Deliver end-to-end reporting solutions and establish budget calendars with clear ownership, deadlines, and submission protocols
Lead client-facing FP&A projects, including implementing planning technologies and developing integrated financial models
Ensure all processes are documented, repeatable, and adaptable for future cycles
Strategic Business Partnering & Communication
Create and operationalize business partnering frameworks between finance and operational leadership
Design standardized financial communication tools (data packs, dashboards, KPI scorecards) that drive understanding, accountability, and performance dialogue
Establish communication cadences with business leaders for reviewing financial performance and supporting continuous improvement
Partner with senior executives and business unit leaders to translate strategy into financial plans and drive financial initiatives
Build trust and credibility by delivering timely, accurate, and transparent financial insights
Decision Support & Advanced Modeling
Develop point-specific FP&A solutions including 13-week cash flow models, driver-based integrated three-statement models (rolling), and profitability analysis
Create consolidated budget models integrating financial, headcount, and operational drivers
Quickly translate management feedback and operational updates into revised forecasts and scenarios
Structure model outputs for board decks, management summaries, and visualization dashboards (Power BI/Tableau)
Maintain auditability and version control across all model iterations
Performance Analysis & Visibility
Establish performance roadmaps by improving visibility through KPI/metric selection, data solutions, and visualization dashboards
Provide interim FP&A leadership to clients and internal teams as needed
Ensure stakeholders understand how to interpret financial data and take ownership of performance outcomes
Team Leadership & Client Development
Guide and mentor high-performing teams on complex FP&A projects and initiatives
Build and maintain strong client relationships and drive new business opportunities
Collaborate cross-functionally with accounting, operations, and growth teams to align assumptions and data sources
Lead change management efforts and educate non-financial leaders on budget principles and financial accountability
Process Improvement & Future State Planning
Document and institutionalize budgeting, forecasting, and reporting processes
Identify future system needs (EPM, ERP, Data tools) and structure current work to support smooth migration
Establish foundation for rolling forecasts and continuous performance review rhythms
Drive continuous improvement in financial planning tools, processes, and methodologies
Required Qualifications Education & Experience
Bachelor’s degree in Finance, Accounting, or related business field; MBA, CPA, or Master’s degree strongly preferred
8–15 years of progressive finance experience with demonstrated expertise in FP&A, budgeting, and forecasting
Proven track record building budget and FP&A processes from scratch in manual or transitioning environments
Experience with PE-backed companies a major plus
Technical Skills
Expert-level financial modeling including integrated, driver-based structures, cash flow models, and scenario analysis (from scratch)
Experience designing management-facing reports and data packs in Excel, Power BI, or Tableau
Ability to structure models for multiple audiences (executives, boards, operational leaders)
Systems implementation experience (planning technologies, EPM/ERP systems) valued
Leadership & Communication
Exceptional communication skills with ability to translate complex financial concepts for non-financial stakeholders
Strong business acumen – deep understanding of operational drivers, performance metrics, and growth strategies
Proven stakeholder management abilities with experience influencing at the executive level
Change management expertise in organizations new to structured budgeting or reporting
Demonstrated ability to build strong client and internal business partner relationships
Core Competencies
Execution excellence in fast-paced, deadline-driven environments
Strategic thinking combined with hands-on tactical execution
Comfortable with ambiguity and building frameworks in growth/transformation phases
Strong data narrative and storytelling capabilities
Ownership mentality and accountability for results
Why This Role Matters This is a high-impact leadership position central to the organization’s finance transformation and client service delivery. You will:
Build the financial infrastructure that enables data-driven decision-making across the enterprise
Serve as a trusted advisor to CFOs and senior leadership, converting strategic direction into actionable financial insights
Create the communication bridge that aligns field leadership to finance
Design sustainable, scalable processes that become the foundation for long-term financial excellence
Lead both internal transformation initiatives and external client engagements, maximizing impact and value delivery
The successful candidate will combine consulting excellence with corporate finance leadership, bringing structure, clarity, and cadence to complex financial planning challenges.
Job Types: Full-time, Contract
Base Pay: From $90,000.00 per year
Application Question(s):
Are you a citizen of the United States?
Work Location: In person
#J-18808-Ljbffr
Work Model: Hybrid/In-Office
Role Overview We are seeking an accomplished Financial Advisory Consultant who combines deep FP&A expertise with proven ability to design and execute financial processes from the ground up. This role will lead both client-facing consulting engagements and internal finance transformation initiatives, building scalable budgeting frameworks, financial models, and business partnering processes that drive strategic decision-making.
The ideal candidate thrives in build-phase environments, excels at translating complex financial concepts for diverse stakeholders, and can seamlessly shift between hands-on modeling work and strategic advisory. This position reports directly to the CFO and serves as a critical bridge between finance, operations, and business leadership.
Key Responsibilities Financial Planning & Budget Process Leadership
Design and implement comprehensive budgeting and forecasting processes from scratch, including timelines, templates, review cadences, and stakeholder education
Build dynamic, driver-based financial models capable of scenario planning, sensitivity analysis, and long-range strategic planning
Deliver end-to-end reporting solutions and establish budget calendars with clear ownership, deadlines, and submission protocols
Lead client-facing FP&A projects, including implementing planning technologies and developing integrated financial models
Ensure all processes are documented, repeatable, and adaptable for future cycles
Strategic Business Partnering & Communication
Create and operationalize business partnering frameworks between finance and operational leadership
Design standardized financial communication tools (data packs, dashboards, KPI scorecards) that drive understanding, accountability, and performance dialogue
Establish communication cadences with business leaders for reviewing financial performance and supporting continuous improvement
Partner with senior executives and business unit leaders to translate strategy into financial plans and drive financial initiatives
Build trust and credibility by delivering timely, accurate, and transparent financial insights
Decision Support & Advanced Modeling
Develop point-specific FP&A solutions including 13-week cash flow models, driver-based integrated three-statement models (rolling), and profitability analysis
Create consolidated budget models integrating financial, headcount, and operational drivers
Quickly translate management feedback and operational updates into revised forecasts and scenarios
Structure model outputs for board decks, management summaries, and visualization dashboards (Power BI/Tableau)
Maintain auditability and version control across all model iterations
Performance Analysis & Visibility
Establish performance roadmaps by improving visibility through KPI/metric selection, data solutions, and visualization dashboards
Provide interim FP&A leadership to clients and internal teams as needed
Ensure stakeholders understand how to interpret financial data and take ownership of performance outcomes
Team Leadership & Client Development
Guide and mentor high-performing teams on complex FP&A projects and initiatives
Build and maintain strong client relationships and drive new business opportunities
Collaborate cross-functionally with accounting, operations, and growth teams to align assumptions and data sources
Lead change management efforts and educate non-financial leaders on budget principles and financial accountability
Process Improvement & Future State Planning
Document and institutionalize budgeting, forecasting, and reporting processes
Identify future system needs (EPM, ERP, Data tools) and structure current work to support smooth migration
Establish foundation for rolling forecasts and continuous performance review rhythms
Drive continuous improvement in financial planning tools, processes, and methodologies
Required Qualifications Education & Experience
Bachelor’s degree in Finance, Accounting, or related business field; MBA, CPA, or Master’s degree strongly preferred
8–15 years of progressive finance experience with demonstrated expertise in FP&A, budgeting, and forecasting
Proven track record building budget and FP&A processes from scratch in manual or transitioning environments
Experience with PE-backed companies a major plus
Technical Skills
Expert-level financial modeling including integrated, driver-based structures, cash flow models, and scenario analysis (from scratch)
Experience designing management-facing reports and data packs in Excel, Power BI, or Tableau
Ability to structure models for multiple audiences (executives, boards, operational leaders)
Systems implementation experience (planning technologies, EPM/ERP systems) valued
Leadership & Communication
Exceptional communication skills with ability to translate complex financial concepts for non-financial stakeholders
Strong business acumen – deep understanding of operational drivers, performance metrics, and growth strategies
Proven stakeholder management abilities with experience influencing at the executive level
Change management expertise in organizations new to structured budgeting or reporting
Demonstrated ability to build strong client and internal business partner relationships
Core Competencies
Execution excellence in fast-paced, deadline-driven environments
Strategic thinking combined with hands-on tactical execution
Comfortable with ambiguity and building frameworks in growth/transformation phases
Strong data narrative and storytelling capabilities
Ownership mentality and accountability for results
Why This Role Matters This is a high-impact leadership position central to the organization’s finance transformation and client service delivery. You will:
Build the financial infrastructure that enables data-driven decision-making across the enterprise
Serve as a trusted advisor to CFOs and senior leadership, converting strategic direction into actionable financial insights
Create the communication bridge that aligns field leadership to finance
Design sustainable, scalable processes that become the foundation for long-term financial excellence
Lead both internal transformation initiatives and external client engagements, maximizing impact and value delivery
The successful candidate will combine consulting excellence with corporate finance leadership, bringing structure, clarity, and cadence to complex financial planning challenges.
Job Types: Full-time, Contract
Base Pay: From $90,000.00 per year
Application Question(s):
Are you a citizen of the United States?
Work Location: In person
#J-18808-Ljbffr