JOB DESCRIPTION
Financial Planning & Analysis Manager San Antonio, TX - Onsite Compensation: $140k - $160k
About the FP&A Manager role: Join a fast-paced, multi-entity company with a rich history & culture unlike any other and is dedicated to providing exceptional service to their clients.
- Work in very unique and beautiful offices located in downtown San Antonio/Pearl area. Here, you will be surrounded by an environment that will inspire you, not suck the life out of you!
- Be an integral part of a team that values leadership, collaboration, and self-motivation.
- Discounts on local restaurants & shops
Key Responsibilities:
- Lead Forecasting & Budgeting Cycles: Own the end-to-end planning process, including model development and efficient data aggregation across entities.
- Strategic Analysis & Modeling: Partner with leadership on ad hoc financial modeling and scenario analysis to support business decisions.
- Performance Reporting: Consolidate financial results and deliver actionable insights to senior leadership.
- Dashboard & KPI Development: Build and maintain models and dashboards to monitor performance across business units.
- Cross-Functional Collaboration: Work closely with accounting, operations, and business leaders to align financial reporting and planning.
- Long-Range Planning & ROI Analysis: Support strategic initiatives through robust financial projections and investment evaluations.
- Process Optimization: Enhance systems and workflows for financial data collection, reporting, and analysis.
- Policy & Control Alignment: Ensure consistent application of financial policies across all entities.
- Team Development: Mentor junior analysts and foster growth in financial acumen and reporting capabilities.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA strongly preferred.
- 7+ years of progressive FP&A experience, including 3+ years experience presenting financials
- Advanced financial modeling, budgeting and forecasting, data visualization and dashboard reporting expertise.
- Private equity-backed, multi-portfolio, or holding company structures - Ideal fit.
- Familiarity with treasury, intercompany transactions, eliminations, and financial consolidations - strongly preferred.
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