10975: Finance & Planning Manager

Location: Dallas, TX
Department: Strategy & Planning
Reports To: Vice President, Finance & Planning
Position Overview
Our client is a well-established, privately held organization seeking a Finance & Planning Manager to join its corporate finance team in Dallas. This individual will play a key role in company-wide financial planning, forecasting, modeling, and decision support while managing and developing a team of financial analysts.
The Finance & Planning Manager will work closely with senior leadership and business-unit teams to evaluate operating performance, assess strategic opportunities, develop long-range financial forecasts, and provide financial analysis supporting key business decisions.
Key Responsibilities

Lead and continuously improve the company’s integrated financial planning and forecasting models, including income statement, balance sheet, and cash flow projections.
Manage monthly forecasting processes and support preparation of recurring management reporting packages.
Develop pro forma financial statements, liquidity forecasts, cash flow projections, and other forward-looking analyses.
Partner with operating and functional leaders to understand business assumptions, operational drivers, capital requirements, costs, risks, and opportunities.
Develop and maintain long-term financial forecasts and strategic planning models.
Perform scenario and sensitivity analyses under varying business, market, and operating assumptions.
Evaluate the financial impact of potential acquisitions, divestitures, financing activities, and other strategic initiatives.
Support capital structure, liquidity, and investment-related analysis.
Prepare ad hoc financial analyses for executive leadership, the Board of Directors, lenders, and other stakeholders.
Translate complex financial information into clear recommendations and decision-making tools for senior leadership.
Manage, mentor, and develop a team of financial analysts.
Partner cross-functionally with Accounting, Treasury, Operations, and other areas of the organization.
Support additional financial planning, risk management, and strategic finance initiatives as needed.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Approximately 7+ years of progressive experience in FP&A, corporate finance, strategic finance, or a related discipline.
Prior experience managing, mentoring, or developing financial professionals.
Strong financial modeling skills, including extensive experience with Microsoft Excel.
Experience with budgeting, forecasting, long-range planning, and financial statement analysis.
Strong understanding of finance and accounting principles.
Ability to build and interpret integrated financial models and perform scenario and sensitivity analysis.
Demonstrated ability to partner effectively with business leaders and cross-functional teams.
Strong written and verbal communication skills with the ability to present financial information to senior leadership.
Ability to manage multiple priorities in a dynamic environment while maintaining strong attention to detail.

Preferred Experience

Experience within an asset-intensive, energy, industrial, or similarly complex operating environment is beneficial but not required.
Exposure to acquisitions, divestitures, capital structure analysis, or other strategic transactions is a plus.
Experience with commodity markets, financial derivatives, or risk-management activities is helpful but not required.
Experience with enterprise planning or financial reporting platforms is a plus.
Familiarity with emerging AI tools and their application within finance is beneficial.

Why Consider This Opportunity?

High-visibility role with regular interaction with senior leadership.
Opportunity to influence strategic planning and company-wide financial decision making.
Broad exposure across FP&A, corporate finance, strategic initiatives, and business operations.
Leadership responsibility with the opportunity to develop a team.
Established organization with a long-term orientation and strong emphasis on employee development.
Highly competitive compensation and comprehensive benefits.
Generous retirement contributions, paid time off, holidays, and health and wellness benefits.
Strong commitment to work/life balance and continued professional development.

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