Financial Planning & Analysis Manager

Southwest Search
Dallas, TX

RESPONSIBILITIES

·Assist with the preparation of internal/external Board of Directors materials, Financial Reports, Monthly Financial Analysis materials and provide ad hoc analysis for the organization

·Contribute in integral role in budgeting, long-term strategic planning and resource allocation processes

·Responsible for the &ldquofrom-scratch&rdquo development of new reporting dashboards and tools

·5+ years in a corporate Accounting or Finance role

·Demonstrated success in Financial Modeling and Analysis

·Experience with Financial Planning and Analysis Functions, including annual budget, capital budgeting, long-term strategic planning and resource allocation processes

·Ability to multi-task and manage numerous simultaneous priorities

·High energy, high ownership of work product and dedication and commitment to driving results

·Help lead and execute month-end financial reporting and rolling forecasts for departments of responsibility

·Work with different business operations and other key stakeholders to generate requested Reporting Output

·Help drive key insights and analytics

·Execute value-added analysis and provide decision support for special projects and initiatives

·Execute continuous process improvement

·Assist in developing finance and business presentations, and related supporting materials

QUALIFICATIONS

·Education: Bachelor's degree required, with a concentration in Finance, Accounting or a related field

·MBA or other graduate degree in Finance related field, preferred

·Knowledge in MS Office software, Excel, PowerPoint and Analytical skills

·Solid understanding of accounting and finance principles

·Strong written and oral communication skills and ability to communicate with all levels

·Strong business partnering and interpersonal skills

·Organized, flexible and easily adaptable to changing conditions

·Ability to work well in high pressure situations in order to meet deadlines

Posted 2026-05-27

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