Strategic Financial Planning Manager

3 days ago


Houston, Texas, United States Vitus Search Group Full time
Job Summary

Drive our company's financial strategy through detailed planning, analysis, and integration of M&A activities as the Manager of Financial Planning and Analysis (FP&A) with a strong background in Mergers and Acquisitions.

Key Responsibilities:

  • Lead the financial analysis and modeling for M&A transactions, including valuation, risk assessment, and scenario analysis.
  • Collaborate with cross-functional teams to execute financial due diligence on potential acquisition targets.
  • Partner with leadership to assess acquisition opportunities and provide recommendations based on strategic fit and financial performance.
  • Develop financial models to support business decisions related to M&A, capital investments, and other strategic initiatives.
  • Lead post-merger integration efforts, ensuring financial alignment and smooth transition into the business.
  • Provide in-depth analysis on market trends, industry performance, and competitive dynamics to inform strategic decision-making.
  • Prepare and present detailed reports to senior executives, including the CFO and CEO, to guide M&A strategy.
  • Support budgeting, forecasting, and long-term planning processes, with a focus on integrating acquired entities.

Requirements:

  • Bachelor's degree in Finance, Accounting, or related field; MBA or CFA preferred.
  • 5+ years of experience in financial planning and analysis, with a strong focus on mergers and acquisitions.
  • Proven experience in financial modeling, due diligence, and post-merger integration.
  • Strong analytical skills with the ability to synthesize large amounts of data into actionable insights.
  • Excellent communication and presentation skills, with the ability to influence stakeholders at all levels.
  • Strong attention to detail and a high level of accuracy.
  • Ability to work in a fast-paced environment and manage multiple projects simultaneously.
  • Proficiency in financial software and tools such as Excel, Hyperion, or similar.

Why Choose Us?

We offer a competitive salary and benefits package, opportunities for professional development and career advancement, and a collaborative and high-performing team that values innovation and impact.



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