Financial Planning & Analysis Manager

Location: Dallas, TX (Hybrid)

Top Must-Have Qualifications

- 3-5 years of FP&A; experience
- Prior experience in FP&A; role with reporting, budgeting, and financial modeling
- Confident communicator partnering with and managing stakeholders at various levels
- Data analysis experience and ability to articulate financials into commercial storytelling
- Strong understanding of the P&L;, balance sheet, and cash flow
- Excellent financial modeling and advanced Excel skills

Nice-to-Have Qualifications

- Great PowerPoint skills
- Bachelor’s degree in Finance, Accounting, Economics or related field; MBA/CFA/CPA a plus
- Proven track record in a PE-backed, high-growth environment

Key Responsibilities

- Deliver insightful executive commentary that connects financial performance to commercial story
- Own the consolidated weekly forecast process, challenging assumptions, identifying risks, and ensuring timely delivery of accurate financial projections to senior management
- Support long-term planning, scenario modelling, and sensitivity analysis for strategic options and investment decisions
- Prepare group-wide budgeting and reforecasting cycles, ensuring outputs align with strategic objectives
- Support board, lender, and investor reporting, ensuring materials are accurate and insightful
- Support cash flow, working capital, and liquidity planning
- Deliver timely actuals versus budget reporting with detailed variance analysis
- Lead monthly management reporting, delivering concise commentary on results and key drivers
- Work closely with operational, sales,



and commercial teams to evaluate initiatives and support decisions
- Act as trusted finance partner to c‑suite stakeholders, translating data into commercial insight
- Partner with data and systems teams to enhance BI capabilities and improve dashboard reporting
- Drive standardization, automation, and continuous improvement in planning and reporting

Qualifications

- Finance professional with 3–5+ years FP&A; experience
- Bachelor’s degree in Finance, Accounting, Economics or related field; MBA/CFA/CPA a plus
- Experience leading end‑to‑end budget processes, coordinating cross‑functional inputs, and delivering robust, timely plans
- Strong accounting knowledge linking models to performance and cash generation
- Proven track record in a PE‑backed, high‑growth environment
- Excellent financial modeling and advanced Excel skills
- Experience with key finance and data systems, including NetSuite, Anaplan and Power BI or equivalents
- Experience producing board‑level reporting with transparent executive commentary and storytelling
- Strong understanding of commercial drivers, KPIs and business metrics
- Confident communicator partnering with stakeholders at various levels
- Highly numerate, strong attention to detail
- Hands‑on, adaptable mindset suited to fast‑paced environment

Benefits

- Be part of a company that supports diversity and inclusion
- Local and global opportunities, internal rotation and international mobility
- Clear career progression path
- Tech academy with 3000+ training courses, mentorship, sponsorships, and leadership programs
- Employee referral bonuses
- Competitive salary range of $80,000–$100,000

📌 Financial Planning & Analysis Manager (Dallas)
🏢 Qualitest
📍 Dallas