Position: Senior Financial Planning & Analysis (Sr. FP&A) Analyst
Salary: Up to $125,000 per year plus a 10-15% bonus
Location: Dallas-Fort Worth (DFW) Area – Candidates must be local and willing to be on-site at the headquarters one day per week.
About Us: East 57th Street Partners is a distinguished consultancy and executive search firm dedicated to connecting our clients with top-tier financial and strategic talent. We are currently seeking an experienced and proactive Senior FP&A Analyst on behalf of our client, a rapidly growing, private equity-backed company known for its innovation and industry leadership. This role is critical in supporting strategic decision-making through comprehensive financial analysis, forecasting, and budgeting.
Role Overview: The Senior FP&A Analyst will be a key member of the finance team, responsible for providing in-depth analytical support to guide the company’s financial planning and business strategy. This includes developing robust financial models, conducting variance analysis, and presenting actionable insights to senior management. The ideal candidate will have a strong analytical background, excellent communication skills, and a strategic mindset.
Key Responsibilities:
- Lead the development and execution of the annual budget, quarterly forecasts, and long-term financial plans.
- Conduct detailed financial analysis to identify trends, risks, and opportunities, and present actionable insights to senior management.
- Develop and maintain advanced financial models to support decision-making regarding capital investments, pricing strategies, and growth initiatives.
- Collaborate with cross-functional teams to gather accurate financial information and business intelligence.
- Monitor and report on financial performance, including variance analysis against budget and forecast, providing detailed explanations for deviations.
- Drive continuous improvement in financial reporting processes, systems, and tools to enhance efficiency and accuracy.
- Support the preparation of presentations and financial reports for the executive team, board of directors, and external stakeholders.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA or professional certification (e.g., CPA, CFA) is preferred.
- Minimum of 5-7 years of experience in financial planning and analysis, accounting, or a related financial role, preferably within a similar industry.
- Expertise in financial modeling, budgeting, and forecasting with a strong understanding of GAAP.
- Proficient in MS Excel and financial planning software (e.g., Hyperion, SAP BPC, Adaptive Insights).
- Exceptional analytical and problem-solving skills, with the ability to distill complex data into clear, concise insights.
- Strong communication and interpersonal skills, capable of working collaboratively across teams and influencing senior leadership.
- Detail-oriented, with excellent organizational skills and the ability to manage multiple priorities in a dynamic, fast-paced environment.