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Senior Financial Planning and Analysis Manager

2 months ago


Denton, Texas, United States BGSF Full time

BGSF is partnering with a prominent family office in the Dallas/Fort Worth Area to fill a Senior FP&A Analyst position. This role will focus on strategic financial planning and decision support by analyzing financial data, preparing reports, and providing insights to senior management. This individual will be considered a key asset to the future growth of the company.

Key Responsibilities:

  • Analyze financial data to inform strategic business decisions
  • Develop and maintain financial models to support business planning
  • Prepare and present financial reports to senior management
  • Provide financial insights and recommendations to drive business growth

Requirements:

  • Bachelor's degree in Finance, Accounting, or related field
  • MBA preferred
  • CFA or CPA a plus
  • 3+ years of progressive FP&A experience
  • Advanced Excel skills and experience with data analytics tools such as Power BI
  • Advanced proficiency in financial modeling
  • Ability to communicate complex financial concepts to non-financial stakeholders

What We Offer:

  • Competitive compensation package
  • Comprehensive benefits