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Director of Financial Planning & Analysis

Company: Confidential Location: Texas
Industry: Legal City/Region: Dallas
Commitment: Full Time Contract Type: Direct Hire
Practice Area: Accounting Compensation: N/A
Education: Masters

Our prestigious client in Dallas, TX is looking for a Director of Financial Planning & Analysis to join their dynamic team. The Director of FP&A is a key member of the finance and operations team. This position is responsible for providing insightful financial analysis to senior management through accessing data and through thoughtful analysis providing meaningful information. This includes preparing and providing financial and narrative reports and analysis to programs, senior management and the executive committee. The position also is responsible for managing the organization’s budgeting system, policies, and processes and working with department budget owners to create and monitor operating budgets. This position is under the supervision of the CFO and is expected to provide leadership in the areas of budget and financial reporting improvement and taking initiative to implement new processes to support the firm’s growth.

DUTIES & RESPONSIBILITIES:

  • Lead development of institutional planning and budgeting process (both revenue and cost), including the development of the budget manual and templates, creation of tools to develop work plans, work with programs developing budgets, and reconciliation of budgets with programmatic work plans and organizational goals
  • Lead the production of financial analyses including preparation of presentations for the executive committee  throughout the year
  • Develop regular financial reports and analysis forecasting and trending budget performance
  • Assist the Controller, CFO, operations management and executive leadership team on special projects that require financial analysis
  • Lead processes and communications regularly working with department budget owners across the organization to monitor and revise budgets throughout the year and life of project(s)
  • Ensure compliance with current budget and spending policies, and propose improved policies and systems regarding spending guidelines, cost savings, cost allocation, and annual planning
  • Develop and maintain templates and SOP’s related to budget management
  • Manage survey process and results for industry benchmarking
  • Liaise with both the development team and their systems to ensure that across departments there is financial continuity, accuracy, and adherence to key processes such as clear cost and revenue accounting, reporting and compliance
  • Work with the finance team to streamline internal financial reports and reporting processes to deliver more efficient, more effective, and more useful reports and analysis
  • Provide training to staff on budget management processes and systems

EDUCATION & EXPERIENCE:

  • Masters of Business Administration
  • Bachelor’s degree in Accounting or Finance preferred
  • 10 plus years of budgeting, financial reporting including audit management and financial systems work experience
  • Advance proficiency in Microsoft Excel and experience with financial systems
  • Experience in budgeting and budget planning including development of annual budgets, forecasting and variance analysis
  • Demonstrated project management and problem solving and ability skills to find creative solutions
  • Proven ability to prioritize projects and initiate follow through with meticulous attention to detail
  • Excellent data presentation skills and ability to write clearly and concisely
  • Exceptional interpersonal skills; tact, patience, diplomacy, confidentiality and integrity
  • Strong leadership and organization skills

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Nexus is a Game Changer in Staffing Solutions
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