Peyton Resource Group

Financial Planning and Analysis Manager

Plano, TX, US

6 days ago
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Summary

Want a seat at our table? We’re looking for an FP&A Manager to join our team and play a critical role in shaping the financial strategy of our business. Reporting to the CFO, the FP&A Manager will be a critical partner in financial analysis, reporting, and strategic planning. This role will collaborate closely with the CFO on budgeting, forecasting, and long-term planning, with the opportunity to take on increasing ownership as they grow in the role. The ideal candidate will bring a strong analytical mindset, excellent communication skills, and a proactive, hands-on approach.

The Main Course – Responsibilities

  • Support the CFO in the company’s annual budgeting and quarterly forecasting processes.
  • Build and maintain financial models for scenario planning, performance analysis, and strategic initiatives.
  • Prepare and analyze monthly and quarterly reporting packages for executive leadership and the Board of Directors.
  • Analyze business drivers, financial results, and market trends to provide actionable insights and recommendations.
  • Partner with department leaders to support financial decision-making and track KPIs.
  • Assist in enhancing reporting processes, dashboard development, and financial systems/tools.
  • Conduct ad-hoc financial analysis, including support for pricing strategies, capital allocation, and M&A.
  • Collaborate with Accounting on month-end close processes and variance analysis.
  • Support investor relations efforts with data and analysis as needed.

What You Bring To The Table – Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus).
  • 5–7 years of progressive experience in FP&A, investment banking, consulting, or corporate finance.
  • SaaS industry experience strongly preferred.
  • Advanced Excel and financial modeling skills are essential.
  • Experience with ERP and financial planning tools (e.g. NetSuite, SpreadSheet Server) and BI platforms (e.g. Power BI) preferred.
  • Strong analytical skills with a keen attention to detail.
  • Excellent communication and presentation abilities, with the capability to translate complex data into business insights.
  • A proactive, self-starter mindset with a willingness to roll up sleeves and grow into greater ownership.

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