Strategic Financial Planning Manager

4 weeks ago

Dallas, Texas, United States Xanitos Full time
Job Title: Strategic Financial Analysis & Planning Manager

Xanitos is seeking a highly skilled Strategic Financial Analysis & Planning Manager to join our team.

Job Summary:

We are looking for a strategic thinker who can combine financial analysis and planning with strong business acumen to help shape the direction of our company. The successful candidate will identify reporting inconsistencies, set standards for budgeting, performance metrics, and reporting, and confirm that financial strategies and initiatives are integrated with corporate and business strategies.

Key Responsibilities:
  • Partner with the CFO and senior leadership to provide detailed financial analysis and strategic recommendations on varied initiatives across all levels of management.
  • Build and maintain complex financial models to support recommendations.
  • Provide strategy and recommendations on varied initiatives across all levels of management.
  • Prepare complex financial models and reports, including Pro-forma Statements, Cash Flow Models, P&L.
  • Partner with operational experts and build relationships within the business.
  • Manage forecasts, budgets, variance analysis, and supporting strategic planning.
  • Develop solutions for insightful business performance analysis, and actionable insights.
  • Establish and implement modern FP&A best practices, procedures, and tools for timely and accurate forecasting.
  • Facilitate automation of financial performance reporting, metrics, and analysis.
  • Work with budget owners to establish and align annual budgets, monitor spending, and quantify actual results.
  • Prepare presentations on consolidated, divisional, and unit business performance and planning metrics for the Senior Leadership Team.
  • Participate in financial due diligence for potential acquisitions and lead FP&A integration for new acquisitions.
  • Lead real-time financial performance monitoring.
  • Escalate any financial issues to management.
  • Recommend strategies for increasing financial performance.
Qualifications:
  • Bachelor's degree in Business, Finance, Accounting, or a related field is required.
  • Certified public accountants (CPA) or certified financial analysts (CFA) are preferred.
  • Minimum of 5-7 years of experience in financial planning, analysis, and accounting, including experience with revenue, margin, cost analysis, and strategic planning.
  • Previous experience with a PE-owned company preferred.
  • Proven ability to connect corporate strategies to operational processes and transactions.
  • Demonstrates excellent financial and quantitative skills.
  • Communicates effectively and has strong presentation skills.
  • Works independently using project management skills.
  • Builds strong working relationships and has exceptional leadership skills.
  • Learns quickly and has strong problem-solving and critical thinking skills.
  • Advanced proficiency with Microsoft Office Suite (Excel, Access, Word, and PowerPoint) is required.
  • Experience with Tableau, Oracle, Google Big Query, UKG, and Hyperion a plus.
  • Some travel required for meetings and presentations, but not extensive.
Benefits:
  • Medical
  • Dental
  • Vision
  • Life, Accident, and Disability Insurance
  • 401K Retirement Plans
  • Employee Assistance Program (EAP)
  • Employee Wellness Program
  • Commuter Benefits
  • Shoes for Crews Reimbursement
  • Paid Time off including Vacation, Sick, Holidays, Elective Holidays, Bereavement, Parental Bonding, Volunteer Day, and Jury Duty.
  • Employee Discounts to Theme Parks, Theaters, Sporting Events, Movies, and More.

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