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Financial Planning Analyst

4 months ago

Frisco, United States Lexipol Full time

FP&A Analyst

This hybrid position is based at Lexipol headquarters in Frisco, TX. Only local candidates that currently reside in DFW will be considered.


No Agencies.


Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.


At Lexipol, our mission is to create safer communities and empower the individuals on the front lines with market-leading content and technology. Our top-notch team works closely with law enforcement, fire, EMS, corrections, and local government professionals to tailor our solutions to better address today’s challenges and keep first responders coming home safely at the end of each shift.


Working at Lexipol means making a difference – day in and day out.


The Work

The FP&A team is responsible for managing financial operations of all business units, partnering with business leadership to grow sales and earnings, supporting investment activity, and evolving the Finance function.


Grow your career in finance. Bring your experience in accounting, investment banking, finance, or management consulting, along with your Excel skills. You will learn and be mentored on: Excel modeling; strategic out of the box thinking; and developing your executive presentation skills. You will design presentations for specific audiences, selecting the best medium for the situation to present data, visualizations, and verbiage. This role will involve regular communication and interaction with SVP and C-level executives. Confident communicators with well-developed social interaction and rapport building skills will thrive in this role.


You will learn all aspects of our SaaS business and get wide-ranging experience, working on all aspects of the P&L statement, working with all departments. You will learn and grow from doing the analysis on prospective acquisition companies and writing your opinions on why or why we should not buy a company. The FP&A Analyst will report to the FP&A Manager.


This hybrid position is based at Lexipol headquarters in Frisco, TX.


***** Only candidates that currently reside in the DFW area will be considered. *****


This is done through working in these areas of focus:


Financial Planning and Budgeting: 70%

  • Assist with forecast and budget processes for all departments and teams by:
  • Maintaining budgeting/forecasting models.
  • Anticipating requirements, trends, and variances.
  • Support month-end reporting and processes.
  • Track financial metrics and provide variance analysis against budget and forecast.
  • Create presentations and materials to support budgets, forecasts, etc. for both internal and external audiences.


Business Partnership: 20%

  • Work with executives and their leadership teams to facilitate clarity and transparency between day-to-day operations and central finance function.
  • Enhance department level planning and profitability analysis to empower executives to make optimal decisions in maximizing enterprise value.
  • Educate individuals across the business around core financial concepts and enterprise impact(s) of department level activities.
  • Support the creation of business cases related to investment opportunities.


Ad hoc: 10%

  • Involved in M&A initiatives to support the company’s inorganic growth plan.
  • Support the Private Equity Sponsor and/or Company Lender with questions and analyses.


Requirements: To be considered for this role, you will have this experience

  • Minimum 1 years progressive FP&A experience.
  • Solid financial, quantitative, and analytical skills, with formal training in finance or accounting and a hands-on approach – interested in flexing from spreadsheet analysis to strategy creation.
  • Experience building and managing financial models.
  • Mindset around continuous improvement, mentorship, and ownership.
  • Naturally inclusive and collaborative across a full range of internal stakeholders; leads cross-functionally by influence.
  • Nimble and entrepreneurial in nature; makes decisions with imperfect information; wired for a fast-paced, high-change, private-equity sponsored environment.
  • Good communication skills, including written, verbal and presentation skills; comfortable and credible senior audiences.
  • A flexible, dynamic, self‐demanding and proactive individual, able to motivate him/herself and others.
  • Good organizational and time management skills
  • Proficient in advanced Excel functions and data manipulation


Preferred Experience:

  • Exposure to venture or private equity backed businesses and/or investment banking is valued
  • Prior experience working with or familiarity with data visualization tools like PowerBI


Employee Value Proposition

  • Work for a mission-based company
  • Growth role based on the growth of the company.
  • Direct exposure to private equity
  • Mentored by Director of FP&A and FP&A Manager
  • Pathway to a Senior Finance Analyst and eventually FP&A Manager
  • Drive positive change and growth in a growing SaaS company.
  • Sense of purpose serving those who protect our families every day.
  • Making a greater community impact across multiple states in a region
  • Personal and professional growth


Attractor Factors for working on this team:

  • Professional team culture/environment
  • Continuous appreciation of effort and job well done
  • Contribute to processes and best practices.
  • Opportunity and culture of owning it that positively impacts both personal/professional aspects.
  • Mentoring and coaching
  • Work and collaborate with a group of passionate and enthusiastic professionals that are dedicated to making a difference.


The Environment

  • Bring Positive attitude and effort with you each day
  • Collaborative – with peer colleagues, other depts and clients
  • Own it
  • Team oriented


Duties listed are not intended to be exhaustive or exclusive; other duties may be assigned. Management retains the discretion to add to or change the duties of the position at any time.


Compensation and Benefits

Lexipol offers a competitive base salary, monthly, quarterly, or annual incentive and a comprehensive benefits package including 401(k) with Company match and a flexible paid time off plan.


Base salary for this role is up to $75-81k, plus bonus, depending on experience.


About Lexipol

Lexipol empowers first responders and public servants to best meet the needs of their residents safely and responsibly. We are the experts in policy, training and wellness support, committed to improving the quality of life for all community members. Our solutions include state-specific policies, online learning, behavioral health resources, grant assistance, and industry news and information offered through the websites Police1, FireRescue1, EMS1, Corrections1 and Gov1. Lexipol serves more than 2 million public safety and government professionals in over 12,000 agencies and municipalities. For additional information, visit www.lexipol.com.


Lexipol Is an Equal Opportunity Employer (EOE)

Lexipol, LLC provides equal employment opportunities (EEO) to all team members and applicants for employment without regard to race, color, religion, gender, national origin, age, sex, pregnancy, disability, sexual orientation, gender identity or expression, veteran status, genetic information, or any other non-job-related characteristic. Lexipol complies with applicable federal, state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leave of absence, compensation, and training.