FP&A Manager

LocationFarmers Branch
Date PostedJune 23, 2021
Job ID11104
Employment TypeDirect Hire

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Job Description:

We are assisting our Farmers Branch, TX client in a search for a Financial Planning and Analysis Manager. This role will be responsible for developing complex financial models and providing detailed financial analysis to management. The ideal candidate will have experience in the mortgage industry.


  • Prepare operating and financial analysis and provide recommendations for improvements based on findings.

  • Respond to internal inquiries regarding financial data.

  • Provide financial models to inform decision making.

  • Provide analytical input into contract negotiations to communicate the risks and opportunities associated with new agreements.

  • Prepare Board and Investor reporting materials.

  • Assist with the annual budgeting and forecasting process.

  • Provide due diligence during acquisition engagements.


  • Bachelor’s degree in a related field.

  • 5+ years of relevant FP&A experience.

  • Proficiency in Excel, including the ability to build complex models.

  • Experience using various ERP systems, including Oracle.

  • Previous experience in the mortgage industry environment.

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