Lead Financial Strategy Manager

1 week ago


Denton, Texas, United States Bell & Associates, Inc. Full time

About the Company

Bell & Associates is collaborating with a privately held aviation and real estate firm that is seeking an experienced FP&A Senior professional to support their expanding operations and assist the Director of FP&A in navigating new business opportunities.

Role Overview

This position is pivotal in guiding the organization’s strategic financial planning and decision-making processes. The ideal candidate will possess a track record of career advancement in previous roles.

Key Responsibilities

  • Collaborate closely with divisional leaders to drive financial performance
  • Oversee budgeting, forecasting, and long-term financial strategy
  • Generate monthly analytical reports on critical financial metrics including income and balance sheet statements
  • Ensure P&L accuracy in alignment with GAAP and company policies
  • Create comprehensive dashboards and manage extensive data sets
  • Lead financial initiatives such as cost analysis, ROI assessments, client growth evaluations, pricing strategies, and other projects to support business success

Preferred Qualifications

  • Bachelor's degree in Finance or a related field is essential
  • CPA or CFA certification is advantageous
  • Proficiency in advanced Excel and data analytics is preferred
  • 3-5 years of relevant FP&A experience is desirable
  • Experience with PowerBI is a plus

About Bell & Associates, Inc.

Recognized by Forbes as one of the Best Professional Recruiting Firms in America, Bell & Associates, Inc. is a leading Executive Recruiting & Staffing firm based in Kansas City. We specialize in various sectors including Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, and Manufacturing/Operations Management. Our mission is to connect top talent with exceptional opportunities on a Direct Hire, Contract, and Contract-to-Hire basis.



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