Director Financial Planning & Analysis

Southwest Search
Dallas, TX

RESPONSIBILITIES


  • Coordinate the annual Budgeting Process

  • Lead efforts for SG&A budgeting and reporting

  • Produce monthly forecast for the company and related entities

  • Coordinate and prepare period and quarter end reporting package for management and the Board of Directors

  • Prepare materials to support Board of Directors meetings

  • Financial analysis of business operations, including sales analytics, contract review and analytics and G&A

  • Develop database information needed to complete timely financial information

  • Develop financial reporting dashboards and relevant KPI information

  • Other modeling and analytical support as needed

QUALIFICATIONS

·8+ years of Financial Planning and Analysis experience

·Multi-unit experience is preferred

·Must have held a primary role in coordinating annual budgeting forecasting processes

·Must be a self-starter, have previously managed a FP&A team

·Advanced Microsoft Excel skills with experience and knowledge working with BI Reporting tools

Posted 2026-04-03

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