FP&A Manager

• Location: Dallas, Texas
• Type: Fort Worth:Fin/Acct/HR:Direct Hire
• Job #10257

FP&A Manager ** Fully Remote**

Responsibilities:

• Lead Budgeting & Forecasting. Own annual planning and rolling forecasts. Align financials with strategic goals, resource plans, and operational targets.
• Model Labor & Capacity. Support headcount planning across onboarding, product, and support teams. Forecast labor capacity and optimize resource utilization.
• Assist in M&A and Integration. Support financial diligence, pro forma modeling, and post-close integration — including synergy tracking and consolidated forecasting.
• Deliver Investor & Board Reporting. Create clear, high-impact materials for executive leadership, board members, and PE sponsor.
• Model the Client Revenue Lifecycle. Track client onboarding throughput, backlog burn-down, and go-live pacing to forecast revenue conversion — especially in cloud migration projects.
• Build SaaS KPI Dashboards. Own reporting for ARR, MRR, churn, retention, and cohort analysis. Deliver data that’s accurate, actionable, and investor-ready.
• Forecast Cash Flow & Collections. Monitor and project cash movements. Provide weekly cash updates to the CFO and executive team to inform decisions and ensure financial discipline.
• Support Lenders & Ensure Compliance. Prepare covenant compliance calculations and lender reporting packages. Collaborate closely with leadership and our private equity sponsor, BV Investment Partners.
• Track Payments Revenue. Monitor adoption of our payments platform and forecast transaction-based revenue across client segments.
• Run Scenario & Strategic Models. Help leadership weigh options by modeling pricing changes, new investments, and strategic shifts.

Qualifications:

• Bachelor’s degree required, MBA preferred
• 5+ years of FP&A or strategic finance experience (recurring revenue required)
• Strong private equity or investor-facing experience
• Deep expertise in 3-statement modeling, SaaS cohort modeling, and cash forecasting. Fluent in SaaS metrics (ARR, MRR, churn, CAC, LTV, NRR/GRR, deferred revenue)
• Familiarity with GAAP and SaaS revenue recognition principles
• Advanced Excel and experience building from-scratch, dynamic financial models