Financial Planning

3 weeks ago

Dallas, United States Uplandcapgroup Full time

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 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 Insurance

experience required, experience in Excess & Surplus lines or Property

& Casualty lines a plus Self-starter

with ability to assess priorities and meet deadlines

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