Workday Functional Systems Consultant
February 5, 2026Job Description
Position Summary:
Our client in Dallas is seeking a Director of FP&A to lead our financial planning, forecasting, and internal reporting efforts.
This individual will be responsible for leading the company’s budgeting and forecasting cycles, developing and managing internal and external reporting packages, and designing KPI dashboards and presentations to ensure timely, accurate, and data-driven decision-making.
Key Responsibilities:
· Lead the FP&A team and establish the function as a center of excellence.
· Lead the company’s budgeting, forecasting, and long-range planning processes in close partnership with business unit and functional leaders.
· Develop and maintain detailed and dynamic financial models across various business segments as needed to support business operations.
· Prepare and manage recurring internal management reports and external investor reporting packages, including quarterly reporting to the Board of Directors
· Own the design, implementation, and maintenance of KPI dashboards and reporting tools across the organization, using Power BI and other platforms to help enhance the visualization and access to reporting and analysis.
· Assist our corporate development and strategy functions in financial modeling and ad hoc analysis on potential M&A, partnerships or other ventures.
· Support ad hoc financial modeling, scenario analysis, and business case development to guide executive decision-making around internal projects and M&A.
· Collaborate closely with Accounting to ensure alignment between actuals and forecasts, and to support timely close/reporting cycles.
Qualifications:
· Bachelor’s degree in Finance, Accounting, or related field; MBA or relevant advanced degree preferred.
· 5+ years of progressive FP&A, transaction advisory or corporate finance experience; private equity-backed or multi-entity environment preferred.
· Big 4 or large firm Transaction Advisory Services, private equity, or investment banking background highly preferred.
· Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge and ability to model the income statement, balance sheet, and cash flow financial statements. SaaS modeling experience preferred.
· Demonstrated success in developing and managing dashboards, KPIs, and performance reporting frameworks.
· Proven experience leading forecasting, budgeting, and management reporting cycles.
· Strong fluency in financial modeling, scenario planning, and business intelligence tools.
· Hands-on experience with Power BI, NetSuite, Adaptive Insights, Salesforce, and other financial systems.
· Advanced Excel skills in addition to experience with PowerPoint and Word.
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