Financial Planning & Analysis Manager

FP&A Manager

Location : North Dallas area | HYBRID | Must be open to RELO to Dallas, Texas

Compensation : Up to $175,000 base + 20-25% bonus

Overview :

A growing PE-backed healthcare services company is seeking an experienced FP&A Manager to join its finance leadership team. This position will work closely with an exceptional CFO and a small, agile group of finance professionals to strengthen financial planning, forecasting, and reporting capabilities across the organization.

This is a hands-on, highly visible role for someone who enjoys building processes, influencing strategy, and working in a fast-paced, multi-entity setting. The right candidate will combine strong analytical skills with a collaborative, business-minded approach.

Responsibilities :

Lead development of financial reports, forecasts, and performance dashboards

Prepare budgets, analyze trends, and identify improvement opportunities

Support executive decision-making through scenario modeling and financial insights

Maintain and enhance financial models to evaluate growth and investment opportunities

Prepare monthly management reporting packages and presentations for leadership

Oversee the integration of new business units or acquisitions into existing reporting structures

Implement process improvements and system efficiencies to scale with organizational growth

Qualifications : Required :

Bachelor's degree in Accounting, Finance, or related field

Public accounting background- BIG 4 or Large Regional Firm

5-8 years of progressive experience in FP&A or corporate finance | Healthcare Industry +++

Strong Excel and PowerPoint skills; familiarity with business intelligence tools (Power BI, Tableau, etc.)

Experience in a multi-location or service-oriented business environment

Preferred :

Master's degree in Finance, Accounting, or MBA

Experience with private equity portfolio companies or other high-growth environments

Track record of building or improving FP&A processes and reporting infrastructure

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