Financial Planning

2 weeks ago

Dallas, United States UPLAND CAPITAL GROUP INC Full time
Job DescriptionJob Description

Primary Function:

The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizational goals and initiatives. The ideal candidate will possess strong financial acumen, strategic planning abilities, leadership skills, strong communication skills, and adaptability in a fast-paced environment.

Duties and Responsibilities:

  • Oversee the financial planning and forecasting process, including annual operating plans, quarterly rolling forecasts, and long-term financial modeling
  • Lead the development and maintenance of comprehensive financial models to support strategic decision-making, including revenue forecasts, expense projections, and capital allocation strategies
  • Maintain all financial planning & accounting information systems, ensuring accuracy and efficiency
  • Collaborate with cross-functional teams to align financial plans with strategic initiatives and business objectives
  • Prepare and present executive-level materials on business performance, financial forecasts, and strategic recommendations to senior management and the Board of Directors
  • Analyze key performance indicators and provide insights to support business stakeholders in driving performance improvements
  • Ensure accuracy and integrity of financial data, statements, and reports through rigorous review and analysis
  • Identify process improvements and implement best practices in financial planning and analysis processes
  • Mentor and develop a team of financial analysts, providing guidance and support in their professional growth
  • Review complex financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles
  • Increase forecast accuracy by developing and improving financial models and forecast processes
  • Analyze system design alternatives and identify potential improvements to existing systems and processes
  • Manage and/or facilitate the procurement, development, and implementation of qualified systems
  • Perform other duties as assigned

Describe Specific Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, or related field required; Master's degree preferred
  • Minimum of 7 years of progressive experience in financial planning and analysis, with at least 2 years in a managerial role
  • 4-5 years of Property & Casualty Insurance experience required, experience in Excess & Surplus lines a plus
  • Advanced Excel spreadsheet and financial modeling skills
  • Strong proficiency in financial modeling, budgeting, forecasting, and financial analysis techniques
  • Experience with enterprise resource planning (ERP) systems, financial software, and advanced Excel skills required; familiarity with Oracle PBCS or similar tools preferred
  • Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders
  • Proven leadership abilities, with experience in leading and developing high-performing teams
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Familiarity with generally accepted accounting principles (GAAP), statutory accounting principles (STAT), and financial regulations
  • Self-starter with ability to assess priorities and meet deadlines


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