Unclassified - Dallas, TX

posted 3 months ago

Full-time - Mid Level
Dallas, TX

About the position

We are seeking a highly skilled Senior FP&A Analyst to join our growing FP&A department at Integrity Marketing Group. The Senior FP&A Analyst will be part of the Shared Services FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. This position plays a crucial role in developing and implementing financial planning processes and tools, ensuring that the organization meets its financial goals and objectives. The Senior FP&A Analyst will work closely with various departments to gather data, analyze financial performance, and provide insights that drive decision-making. This role requires a proactive mindset and the ability to work independently as well as collaboratively within a team-oriented environment. The Senior FP&A Analyst will support the development and execution of the annual financial planning process, which includes preparing budgets, forecasts, and long-term strategic plans. Collaborating with department heads, the analyst will manage the budgeting process, ensuring accurate and timely submission of budget inputs. Ongoing forecasting and variance analysis will be performed to provide insights into financial performance, helping the organization to identify trends and make informed recommendations for cost optimization and revenue growth. In addition to budgeting and forecasting, the Senior FP&A Analyst will conduct comprehensive financial analysis to support business decisions. This includes analyzing key performance indicators (KPIs) and providing actionable insights to improve overall company performance. The analyst will also develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals, presenting findings to senior management with clear and concise explanations and recommendations. The role also involves assisting in the development of long-term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives. Evaluating investment opportunities and assessing their financial viability will be key responsibilities. The Senior FP&A Analyst will identify opportunities to enhance financial planning processes, tools, and systems, driving process improvements to increase efficiency, accuracy, and quality of financial analysis. Additionally, the analyst will maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool, OneStream.

Responsibilities

  • Support the development and execution of the annual financial planning process, including the preparation of budgets, forecasts, and long-term strategic plans.
  • Collaborate with department heads to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs.
  • Perform ongoing forecasting and variance analysis to provide insights into financial performance.
  • Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth.
  • Analyze key performance indicators (KPIs) and provide actionable insights to improve overall company performance.
  • Develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals.
  • Present findings to senior management, providing clear and concise explanations and recommendations.
  • Assist in the development of long-term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives.
  • Evaluate investment opportunities and assess their financial viability.
  • Identify opportunities to enhance financial planning processes, tools, and systems.
  • Drive process improvements to increase efficiency, accuracy, and quality of financial analysis.
  • Maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool, OneStream.

Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced professional certification (CFA, CPA) is a plus.
  • Minimum of 6 years of experience in financial planning, analysis, and budgeting, preferably in a senior or managerial role.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
  • Proficient in financial modeling, forecasting techniques, and advanced Excel functions; experience with financial planning software (e.g., OneStream, NetSuite) is desirable.
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
  • Detail-oriented with a high degree of accuracy and the ability to meet tight deadlines.
  • Proactive mindset, self-motivated, and ability to work independently as well as collaboratively in a team-oriented environment.

Benefits

  • Competitive compensation package
  • Comprehensive health benefits
  • Family-friendly work environment
  • Opportunities for professional development
  • Supportive company culture
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