Director of Financial Planning and Analysis
Treasurer job in Dallas, TX
Director of FP&A
StevenDouglas has partnered with a construction company that is looking for a Director of FP&A.
This role is based near Addison and is fully in office.
The Director of FP&A will lead all financial planning and analysis efforts for the division, including budgeting, forecasting, and internal reporting. This role ensures financial integrity through adherence to GAAP and company policies, while also supporting operational effectiveness across the division. This position will partner closely with divisional leadership to drive performance, provide insights, and support strategic initiatives, including M&A activities. The ideal candidate is analytical, detail-oriented, and comfortable collaborating with both finance and operational teams.
Key Responsibilities
Lead the creation and maintenance of divisional business plans, budgets, and forecasts
Ensure accuracy and compliance in financial reporting in accordance with GAAP and internal policies
Support cost control efforts and provide financial oversight across the division
Analyze margins, prepare pricing proformas, and evaluate financial performance
Assist in the administration and oversight of sales contracts
Support strategic decision-making with accurate and timely financial analysis
Collaborate with leadership to drive divisional growth and profitability
Engage with investors during project due diligence and underwriting
Facilitate timely accruals and manage trailing costs
Qualifications
Bachelor's degree in Finance
10-15 years of relevant Finance experience
Homebuilding, Construction, Building Component or Manufacturing Industry experience
Finance Manager
Treasurer job in Plano, TX
Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path.
Finance Manager
5+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting expereince required
Executive level polish and communication and ability to effectively communicate with non-financial stakeholders
The need is immediate - interested candidates please send resumes to:
Matt Marmaro
***************************
Finance Manager, 125K-145K
Treasurer job in Irving, TX
Addison Group is partnered with a private-equity owned healthcare company in Irving, TX. This company is in search of a Corporate FP&A Manager that will be heavily involved in budgeting and forecasting. This role will report the the VP of Finance and work closely with executives across the company.
This position is hybrid in Irving, TX. They are typically in office 3-days per week. This role pays 125K-145K base + bonus.
Responsibilities includes:
Assist with developing revenue and expense budgets, monthly forecasts financial models and present analytics to support management team
Perform forecast and budget variance analysis in conjunction with the entire Finance team
Manage financial and operational ad-hoc reporting and analysis
Prepare and review financial variances between Actual/Budget/Forecast financial results
Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics
Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business
Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts
Requirements:
Bachelors in Finance or business related degree
5+ years of FP&A experience; preferably with healthcare companies
1+ years of FP&A management experience, preferably with healthcare companies
Ability to communicate and cross functionally partner with various other departments. Ability to present to all levels of the organization including senior leadership.
If you are interested in this job or other finance and accounting career opportunities from Addison Group please email Chris Lawrie at *****************************.
Senior Finance Manager
Treasurer job in Farmers Branch, TX
G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team.
Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!!
This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion.
How You'll Spend Your Time
Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs.
Act as a trusted financial counterpart to leaders who are making real-time decisions.
Frame insights in ways that drive action, not debate.
Diagnose what's really driving results - not just what shows up in reports.
Convert dense financial and operational data into clear priorities.
Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality.
Strengthen how costs are tracked, decisions are documented, and dollars are accounted for.
Identify where processes leak time, money, or clarity - and fix them.
Improve consistency across systems so leaders can trust what they're seeing.
Define standards that scale, not workarounds that break.
Design indicators that reveal momentum early - good or bad.
Connect field activity to financial outcomes in a way that feels obvious once seen.
Clarify where profit is earned, where it erodes, and why.
Lead planning cycles that actually influence behavior.
Build forecasts that adapt as conditions change instead of becoming outdated artifacts.
Present forward-looking views that help leaders choose paths, not defend the past.
Develop people, not dependencies.
Set clear direction, remove friction, and raise the bar without noise.
Help others understand how their work fits into something larger.
Leave teams and processes stronger than you found them.
What You Bring
A track record of financial leadership in environments where work is physical, variable, and execution-driven.
Experience guiding teams with mixed strengths and backgrounds.
Confidence to influence without relying on title.
Comfort operating where not everything is finished or documented - and the discipline to improve it.
Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome).
A bias toward building things that last.
Background That Fits
8-10+ years in financial planning, performance management, or operational finance.
Exposure to construction, mechanical services, or another project- or labor-driven industry.
Direct involvement in improving visibility into cost, margin, and performance.
Finance Manager
Treasurer job in Dallas, TX
About Savills
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
About the Role
Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations.
KEY RESPONSIBILITIES
Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines
Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis
Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services
Provide regular revenue and expenditure updates to internal and external clients
Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines
Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning
Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations
Calculate rebates and coordinate disbursements to clients
Calculate and coordinate payment of monthly and quarterly bonuses
Drive accounts receivable
Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved.
Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing.
Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments.
Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments.
Update the work in process tracker to reflect deals that need review in the weekly meeting.
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Business Administration or related disciplines
7 years of finance and/or similar operational experience
Advanced Excel skills with the ability to manage large data sets from multiple sources
Experience with PowerBI and Salesforce preferred but not required
Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios
Must be detail oriented and demonstrate excellent analytical skills
Must be comfortable communicating with all levels of the organization, including the C-Suite
Ability to successfully perform under pressure and meet deadlines while managing multiple projects
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
Treasurer
Treasurer job in Dallas, TX
The Treasurer is responsible for developing and executing the organization's treasury strategy, including forecasting, cash management, liquidity, investments, financial risk management, and developing strong relationships with banking and capital markets partners. This leader will own all activities related to consolidating treasury functions for acquired entities and ensuring the appropriate infrastructure is in place to support future growth. This position reports to the Chief Financial Officer, will have significant exposure to PE sponsors, and will work closely with the finance and accounting teams to support strategic decision-making related to financial planning and capital structure.
Essential Duties/Responsibilities:
Cash and Liquidity Management
Monitor daily cash flow, liquidity requirements, and opportunities for investment to ensure sufficient funds are available to meet operational and financial obligations, while optimizing interest income, interest expense, and bank fees.
Manage 13-week cash forecasting models to predict short-term and long-term cash needs, adjusting for variances in business activities.
Manage the company's debt portfolio, including scheduling repayments, managing interest rate risks, and optimizing debt structure.
Prepare and present treasury reports to senior management and PE sponsors, highlighting key metrics related to cash flow, liquidity, and financial risk.
Provide analysis of key financial trends and recommend strategies to improve cash management and optimize working capital.
Financial Risk Management
Identify, assess, and mitigate financial risks related to liquidity, interest rates, and credit exposure.
Oversee trade finance including surety bonds, bank guarantees, and letters of credit.
Develop and implement strategies to hedge against risks (e.g., through derivatives or other financial instruments) where appropriate.
Bank and Capital Markets Relationship Management:
Manage relationships with banks and other financial institutions to ensure efficient execution of treasury operations, including cash management, financing, investments, and payment processing including credit cards, real time payments, and e-checks.
Negotiate banking and merchant services agreements, fees, and credit facilities to ensure the company receives the most favorable terms.
Oversee and maintain a strong relationship with the company's credit providers, including monitoring compliance with covenants and reporting requirements.
Evaluate refinancing and financing opportunities, working closely with senior leadership to recommend strategies for debt issuance or repayment.
Leadership and Collaboration
Oversee the development and maintenance of treasury policies and procedures to ensure compliance with regulatory requirements and industry best practices.
Develop and implement internal controls to safeguard cash and ensure that all treasury operations are executed efficiently and securely.
Develop and implement the company's investment strategy for surplus cash, balancing liquidity, risk, and returns.
Drive a culture of continuous improvement within the treasury function by identifying opportunities to improve processes and leverage technology.
Lead and advocate for the treasury team in the evolving ERP/TMS environment to determine best practices and infrastructure support needed to support future operations.
Lead and develop a high-performing treasury team, providing guidance and mentoring to enhance the team's capabilities.
Ensure ongoing training and development for treasury staff to stay updated on best practices, regulations, and market conditions.
Collaborate with the accounting team to ensure proper cash, investment, and debt reporting.
Collaborate with legal, tax, accounting and FP&A in preparing intercompany notes to support cash pooling initiatives while minimizing tax implications.
Support financial planning and analysis (FP&A) in preparing cash flow forecasts and long-term financial plans.
Working Conditions:
Hybrid position
Occasional work outside normal business hours as needed
Occasional travel as needed
Minimum Requirements:
Bachelor's degree in finance, accounting, or related field
7-10 years of experience in treasury, cash management, or corporate finance
Experience in managing treasury functions for a multinational or large organization is a plus.
Strong knowledge of cash forecasting, banking relationships, and investment strategies.
Familiarity with treasury management systems (TMS) and financial software (e.g., Microsoft Dynamics, Sage, Kyriba).
Must be able to communicate in English effectively, both verbally and in writing
Valid driver's license required
Preferred Qualifications:
MBA
CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional)
Industry experience in consumer services, construction
Additional Knowledge, Skills and Abilities:
In-depth understanding of financial markets, investment products, and financial risk management.
Strong analytical and problem-solving skills with a high degree of attention to detail.
Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.
Proven ability to manage multiple tasks in a fast-paced environment, with strong project management and organizational skills.
Advanced proficiency in Excel, financial modeling, and cash flow forecasting.
High level of integrity, ethics, and professionalism in managing financial resources.
Strategic thinker with strong decision-making capabilities.
Ability to work collaboratively across functions and departments.
A proactive approach to identifying opportunities for process improvement and risk mitigation.
Positive attitude and desire to be a team player
Flexibility to work outside of normal business hours as needed
Ability to work independently and collaborate as key contributor
Safety mindset and acceptance of a safety culture
Airtron is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplySenior Director - Healthcare, Financial Advisory Services
Treasurer job in Dallas, TX
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
What you'll be doing
Reporting to the executive leadership of our financial advisory practice, you will join and lead consulting projects across multiple healthcare clients. You'll ensure all clients are taken care of - by assisting with hands-on financial consulting including conducting detailed analysis, working with senior client leadership, implementing strategic recommendations, etc. in a timely, efficient, and accurate manner. Your role will work closely with clients and our team and you'll have the opportunity to experience multiple aspects of financial advisory, transaction services, and strategy.
To be a good fit for our Senior Director - Financial Advisory role you will have:
12+ years of experience in Big 4/public accounting and/or corporate accounting
CPA required
Strong knowledge of U.S. GAAP
Exceptional computer skills, particularly in Excel, Word, and PowerPoint
Keen attention to detail
Strong communication skills, both oral and written
A high sense of urgency, strong initiative and the ability to multi-task
Excellent planning, project management, and people management skills
Added bonus if you have…
Healthcare Controller / Assistant Controller experience
Healthcare provider (and/or payor revenue recognition experience
ACO / Value-based care, pharma, biotech or other specialized healthcare experience
SEC filing exposure/experience
What's in it for you:
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Typical compensation range of $200,000- $235,000 based on experience
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly whole human development stipend
Highly competitive salaries
All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
Auto-ApplySenior Manager of Financial Planning & Analysis
Treasurer job in Irving, TX
Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction.
Our Culture
At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement.
Why Join Us
Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you.
Job Description
The Senior Manager, FP&A is responsible for financial planning, forecasting, and analysis to support strategic decision making across the organization. This role plays a critical part in evaluating business performance, identifying growth opportunities, and supporting cross functional initiatives in the Pan Asian food industry. In addition to core FP&A responsibilities, this position will collaborate closely with the CFO and Accounting teams to ensure comprehensive financial leadership, compliance, and stakeholder communication. The role requires strong analytical skills, financial acumen, and the ability to influence strategic outcomes.
Core Responsibilities
Financial Planning & Analysis
Partner with FP&A leadership to support annual planning, forecasting, and long-range modeling processes
Own and lead specific planning and analysis workstreams as aligned with the CFO and FP&A leadership
Develop financial models and scenario analyses to support strategic initiatives, investments, and growth decisions
Analyze performance drivers and trends, translating data into actionable insights for leadership
Cross Functional Partnership
Act as a finance partner to Operations, Commercial, and Product teams on business cases, ROI analysis, and performance tracking
Support new initiatives and expansion efforts through disciplined financial planning and post launch analysis
Collaborate closely with peers to ensure consistent assumptions, metrics, and performance narratives
Accounting, Treasury, and Controls Collaboration
Partner with Accounting leadership to ensure alignment between financial planning, actual results, and reporting
Support cash flow visibility, working capital analysis, and capital allocation discussions in partnership with the CFO
Contribute to audit readiness, internal controls, and finance process improvements as a collaborative leader
Investor and Executive Support
Support preparation of financial materials, narratives, and analysis for Board and investor discussions
Provide clear insights and data driven perspectives to inform executive decision making
Partner with FP&A leadership to ensure consistent and credible financial storytelling
Finance Team Leadership
Serve as a senior finance leader who models collaboration, transparency, and shared accountability
Contribute to the development of FP&A talent, tools, and processes without creating hierarchy or silos
Drive continuous improvement through automation, standardization, and best practice sharing
Key Capabilities
Enterprise financial modeling and forecasting
Strategic and operational analysis
Budgeting and variance analysis
Cross functional influence without formal authority
Executive communication and financial storytelling
Strong partnership orientation and emotional intelligence
Qualifications
Bachelor's degree in Finance, Economics, or related field MBA preferred
8 plus years of progressive FP&A or corporate finance experience
Experience operating as a peer leader within a senior finance team
Strong understanding of financial statements, KPIs, and business drivers
Advanced proficiency in Excel and Power BI
Demonstrated ability to collaborate, influence, and lead through partnership
All corporate positions are required to work onsite at the office on Tuesday, Wednesday and Thursday each week.
Additional Information
Hana Group North America is an Equal Opportunity Employer
Salary: $150,000 - $175,000 USD Annually
Manager Financial Planning and Analysis
Treasurer job in Carrollton, TX
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day We are seeking a highly skilled and innovative Manager Financial Planning and Analysis to join our dynamic team.
This data-driven role will leverage expertise in local and cloud-based data warehousing solutions, especially Snowflake (or similar tools), to drive insightful financial analysis and build automated modeling, reporting and analysis processes supporting the FP&A function.
The Manager Financial Planning and Analysis - Data & Automation Focus will: Snowflake Data Architecture: Design, build, and maintain scalable Snowflake databases for FP&A, ensuring data integrity via modeling and ETL.
Predictive Analytics & Insights: Develop tools to assist with the analysis of large datasets to identify trends and anomalies, developing predictive models (forecasting) for strategic planning.
FP&A Process Automation: Proactively automate workflows using Snowflake, scripting (Python, SQL), PowerQuery and BI tool integration.
Data-Driven Reporting & Analysis: Develop automated BI dashboards and reports for KPI tracking, variance analysis, and actionable insights.
Collaborative Data Solutions & Communication: Partner to understand data needs, translate them into analytical solutions, and clearly present findings.
What You'll Bring Bachelor's in Finance, Accounting, Economics, Data Science, or a related quantitative field (Master's preferred) Minimum 5-7 years progressive experience with a strong focus on data manipulation and database management with applications for financial modeling and reporting,and automation of reporting and analysis processes Essential proficiency in Snowflake, including hands-on experience with data modeling, SQL, performance tuning, and leveraging its features Advanced proficiency in Microsoft Excel & Google Sheets Experience with Microsoft PowerQuery and scripting languages like Python or SQL for data manipulation and automation is highly desirable Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail Strong communication and presentation skills, capable of explaining technical concepts to diverse audiences Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $75,000 - $130,000 Work Model OFFICE
Auto-ApplySenior Manager, Financial Planning & Analysis (FP&A)
Treasurer job in Plano, TX
The Senior Manager, FP&A will be responsible for leading the company's financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements.
Essential Duties and Responsibilities:
Strategic Leadership
Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready.
Partner with leadership to guide decision-making through data-driven financial insights.
Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness.
Planning & Forecasting
Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models.
Develop scenario analyses, sensitivity testing, and investor-ready financial projections.
Ensure alignment of business unit forecasts with corporate objectives.
Financial Reporting
Establish robust internal management reporting processes and KPIs.
Prepare board-level financial materials, investor-ready presentations reporting.
Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles.
Investor Readiness
Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors.
Drive improvements in financial systems, controls, and processes to meet investor-ready standards.
Lead the development of investor-grade reporting and communication practices.
Team Leadership
Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises.
Foster cross-functional collaboration with various departments throughout the organization.
Qualifications (Education, Computer Skills, Certifications, etc.):
Bachelor's degree in Finance or a related field
CFA preferred.
Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles.
Banking or financial service experience preferred.
Proven track record supporting investor readiness or operating in a public company environment.
Advanced Excel, financial modeling, and presentation skills.
High attention to detail with the ability to manage multiple priorities under varying deadlines.
Excellent communication and leadership skills with a professional, positive attitude and demeanor.
Benefits options include :
Medical, dental and vision coverage
401K with company match
10 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
Auto-ApplyPayments Financial Planning and Analysis
Treasurer job in Plano, TX
Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Capital/RWA/Balance Sheet management of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles, providing strategic recommendations to maximize capital efficiency and ROE.
As a Payments Financial Planning and Analysis in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. You will communicate business promoters to senior leaders, contribute to decision-making that may impact financial performance, and collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads.
Job Responsibilities
Conduct in-depth analysis of factors affecting firm's capital, such as changes in regulatory requirements, firm risk profiles, balance sheet, and market dynamics, and present findings to senior management.
Extract insights on capital by performing thorough analysis of the capital and risk-weighted assets metrics for the firm as well as key legal entities and create impactful presentations for the senior management to empower decision making.
Lead, analyze, review and communicate a number of one-off and repeatable senior management presentations and reviews including, but not limited to: budget and mid-year forecast, financial updates, and analyzing capital performance drivers
Communicate and coordinate effectively with other F&BM and corporate functions areas (e.g. Treasury, Firmwide P&A, Business Management, Product Control) to ensure resolution of control and reporting issues in an accurate and timely manner
Ensure team produces essential management information with the correct level of actionable insights for decision support, shaping and execution of strategic initiatives as well as assist in ad-hoc requests
Required qualifications, capabilities & skills
Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature;
Minimum of 6+ years professional experience within banking or financial services;
Ability to design business reporting and analysis that is clear, concise and actionable with experience in the consolidation, review, analysis and presentation of Financials and ability to create ad-hoc reporting for senior management;
Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely;
Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required.
Comfortable presenting to senior MD audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders;
Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset;
Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner
Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables
Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills
Preferred qualifications, capabilities & skills
Preferably with experience in Capital Management(Basel III endgame, GSIB), Financial Planning and Analysis, analyzing revenue, expenses and balance sheet drivers; would consider experience within related roles e.g. Product Control, Business Management, Treasury & Capital, Risk or Strategy;
Strong technical skills in using Microsoft Excel and PowerPoint; experience with data, data analytics tools and financial planning programs preferred;
Experience within Payments or solid understanding of deposit/loan products, especially understanding of Net Interest Income, RWA and Return of Equity considerations is preferred;
Auto-ApplySenior Director of Financial Institution Relationships
Treasurer job in Dallas, TX
Senior Director of Financial Institution Relationships Needed!
Celero Commerce is looking for a Senior Director of Financial Institution Relationships to join our Partner Success team in Dallas, Texas! The Senior Director of Financial Institution Relationships will be responsible for strengthening and expanding partnerships with our financial institution partners, driving merchant services opportunities, and supporting partner growth and retention.
Our ideal candidate is a relationship builder with a strong background in the payments or banking industry, who thrives on creating value for partners and enjoys collaborating across teams to achieve shared success. If you feel you are the right fit for this position, we look forward to hearing from you!
Responsibilities:
Build and maintain strong, lasting relationships with Celero's banking partners.
Design and implement initiatives to grow merchant services opportunities within partner institutions.
Partner with internal teams (marketing, finance, and sales) to deliver integrated support for partners.
Conduct quarterly onsite meetings with bank executives to drive engagement and strengthen alignment.
Evaluate program trends and performance, providing strategic insights and recommendations.
Serve as a trusted advisor by staying current on industry trends and introducing new products and technologies.
Experience & Requirements:
Dallas, TX-based position
2+ years of experience in partnership or relationship management, preferably in the financial services or payments industry.
Experience working with banks or financial institutions is highly preferred.
Strong understanding of the payments industry and its trends.
Excellent communication and relationship-building skills.
Technical aptitude and comfort learning new systems and technologies.
Willingness to travel up to 25% for partner meetings.
Reports to: President of FI Partnerships
Start date: Immediate
Employment type: Full-time; Exempt
Benefits: We provide a comprehensive benefits package including health insurance, dental, vision, life insurance, identify theft protection, paid time off, and 401k (4% match)
To learn more about our company, please visit Celero Commerce LinkedIn or Facebook pages:
Celero Commerce provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Please Note: Celero Commerce participates in E-Verify and performs background checks on all new hires. We will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS), with information from each new employee's form I-9 to confirm work authorization.
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Senior Manager, Financial Planning & Analysis (FP&A)
Treasurer job in Plano, TX
The Senior Manager, FP&A will be responsible for leading the company's financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements.
Essential Duties and Responsibilities:
Strategic Leadership
Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready.
Partner with leadership to guide decision-making through data-driven financial insights.
Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness.
Planning & Forecasting
Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models.
Develop scenario analyses, sensitivity testing, and investor-ready financial projections.
Ensure alignment of business unit forecasts with corporate objectives.
Financial Reporting
Establish robust internal management reporting processes and KPIs.
Prepare board-level financial materials, investor-ready presentations reporting.
Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles.
Investor Readiness
Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors.
Drive improvements in financial systems, controls, and processes to meet investor-ready standards.
Lead the development of investor-grade reporting and communication practices.
Team Leadership
Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises.
Foster cross-functional collaboration with various departments throughout the organization.
Qualifications (Education, Computer Skills, Certifications, etc.):
Bachelor's degree in Finance or a related field
CFA preferred.
Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles.
Banking or financial service experience preferred.
Proven track record supporting investor readiness or operating in a public company environment.
Advanced Excel, financial modeling, and presentation skills.
High attention to detail with the ability to manage multiple priorities under varying deadlines.
Excellent communication and leadership skills with a professional, positive attitude and demeanor.
Benefits options include :
Medical, dental and vision coverage
401K with company match
10 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
Auto-ApplyManager, Financial Planning & Analysis
Treasurer job in Dallas, TX
Job DescriptionAbout DECA Dental
DECA Dental is a leading dental support organization committed to creating healthier smiles and better patient experiences across a rapidly growing network of practices. With a culture centered on excellence, collaboration, and continuous improvement, we empower our team members to make a meaningful impact every day.
Position Summary
The Manager of FP&A (Operations Support) will serve as the primary financial business partner to DECA Dental's field operations, supporting the financial planning, analysis, and performance management needs of more than 160 non-corporate locations. This role is ideal for a finance professional with strong analytical and communication skills, who thrives in a multi-unit environment and can translate data into actionable business insights.
The successful candidate will lead the development of field-level budgets, forecasts, and performance analytics while collaborating closely with Operations, Accounting, and Leadership teams to drive profitability, efficiency, and growth.
Key ResponsibilitiesFinancial Planning & Reporting
• Lead the budgeting and forecasting process for field operations, including revenue, labor, and operating expense planning.
• Prepare and review monthly financial performance reports, highlighting key variances and trends versus budget, forecast, and prior year.
• Partner with Operations leaders to identify financial opportunities and risks across the portfolio.
• Manage data integrity across systems to ensure consistent and accurate reporting.
Operational Analytics & Business Partnering
• Develop and maintain KPI dashboards in Power BI to monitor performance at the regional, office, and doctor levels.
• Support Operations in driving accountability and operational excellence through financial insights and key performance metrics.
• Deliver clear, data-driven recommendations to improve efficiency, patient volume, and profitability.
• Serve as the financial liaison between corporate FP&A and field leadership.
Strategic & Ad-Hoc Analysis
• Conduct scenario modeling and sensitivity analysis to support decision-making around staffing, scheduling, new locations, and cost optimization.
• Provide analytical support for initiatives such as marketing ROI, pricing, and service mix performance.
• Partner with leadership to evaluate investment opportunities and strategic growth initiatives.
Process Improvement & Systems
• Lead ongoing enhancement of FP&A processes, reporting automation, and system utilization.
• Champion adoption and optimization of Planful for budgeting, forecasting, and reporting.
• Streamline data workflows between ERP, Planful, and Power BI to support a scalable FP&A infrastructure.
QualificationsRequired
• Bachelor's degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A or financial management, preferably in a multi-unit retail or multi-unit healthcare environment
• Demonstrated experience partnering with field or regional operations teams
• Advanced proficiency in Excel, including PowerQuery and data modeling
• Proven ability to lead budgeting, forecasting, and variance analysis processes
• Strong communication and presentation skills, able to influence both financial and non-financial stakeholders
Preferred
• Experience in retail, hospitality, healthcare, or other distributed-service organizations (dental or healthcare experience helpful but not required)
• Proficiency with Planful (formerly Adaptive Insights) and Power BI
• Familiarity with ERP and reporting systems such as NetSuite or similar
• Track record of driving process improvement and building scalable FP&A tools
What We Offer
• Competitive compensation and comprehensive benefits package
• Career growth opportunities within a rapidly expanding organization
• Collaborative, mission-driven culture focused on improving lives through better oral health
Why Join DECA Dental?
At DECA Dental, you'll join a high-performing FP&A team that partners closely with operations to shape financial performance across a national network of practices. Your insights will directly influence strategic decisions, operational execution, and the company's growth trajectory.
Senior Finance Operations Manager - Global Innovation and Delivery
Treasurer job in Arlington, TX
Fluence (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. Our solutions and operational services are helping to create a more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of successful implementations across nearly 50 markets, we are transforming the way we power our world for a more sustainable future. For more information, please visit fluenceenergy.com.
Job Description:
Position Overview
The Senior Finance Operations Manager will serve as a key financial partner to the Energy Storage Project Management and Manufacturing organization. This role drives operational excellence by providing financial leadership across manufacturing, supply chain, new product introductions (NPI), and project cost management. The position requires strong analytical capabilities, exceptional attention to detail, and the ability to collaborate across global and cross-functional teams in a fast-paced environment.
Key Responsibilities
* Lead financial planning, forecasting, and performance reporting for manufacturing operations, capital projects, and NPI programs.
* Partner with program managers, supply chain, and engineering teams to evaluate project costs, assess profitability, and support key business decisions.
* Develop and maintain advanced financial models to analyze production costs, margin performance, and scenario forecasts.
* Lead month-end close activities related to cost of goods sold (COGS), manufacturing variances, and project cost allocations.
* Support strategic planning, budget consolidation, and variance analysis for global energy storage initiatives.
* Provide business insights through trend analysis, KPI tracking, and process optimization recommendations.
* Ensure data integrity and accuracy in ERP systems such as SAP, NetSuite, or equivalent financial systems.
* Collaborate across finance, operations, and supply chain teams across regions, including APAC, requiring flexibility to work outside standard business hours when needed.
* Mentor and guide junior finance team members to enhance analytical and operational finance capability.
Qualifications
* Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
* Minimum of 15 years of progressive finance experience, with at least 5 years in a senior manager or managerial capacity.
* Proven experience supporting manufacturing, supply chain, or energy-related project environments.
* Deep understanding of project cost accounting, capital expenditure control, and NPI financial estimation.
* Advanced Excel and financial modeling expertise; proficiency with ERP financial systems (NetSuite, SAP, or equivalent).
* Strong organizational skills and meticulous attention to detail.
* Excellent interpersonal and communication skills with a track record of working effectively across cross-functional and global teams.
* Demonstrated ability to work under pressure and manage priorities across multiple stakeholders and time zones.
* Must be a strong team player with a proactive and solution-oriented approach.
Our Culture
At Fluence, our culture is the foundation that drives our ambitious growth strategy and fuels our mission to transform the future of energy. Our core cultural pillars empower us to innovate, collaborate, and lead with purpose, ensuring we continue to deliver unparalleled value to our customers and the world.
Unleash Voices
We believe every voice matters. We encourage openness, active listening, and decisive action to create a culture where everyone has the opportunity to contribute to our success. We foster an environment where diverse perspectives are heard and valued, driving innovation and progress.
Customer Fluent
Our customers are at the heart of everything we do. We're committed to delivering exceptional value that exceeds expectations by understanding our customers' needs and adapting swiftly to meet them. Our deep focus on customer satisfaction drives us to continuously improve and innovate.
Infinite Impact
We are committed to creating the impossible. We push boundaries to deliver sustainable, game-changing solutions that shape a brighter, more energy-efficient future for all. Our team is passionate about making a lasting impact that will resonate for generations to come.
All In
We are all in for growth. Our teams are relentlessly focused on identifying and seizing opportunities that propel us forward. We embrace an ownership mindset, pushing ourselves and each other to accelerate progress and create lasting success.
Finance Project Manager
Treasurer job in Dallas, TX
Finance Project ManagerEmployment Type: Full-Time, ExperiencedDepartment: Project Management CGS is seeking an experienced Finance Project Manager to provide oversight of financial and procurement services for a large Federal agency initiative. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- The Project Manager will be responsible for overseeing processing workflows ( in the Office of Financial and Procurement Services).- Performs and oversees financial / procurements services.- The Project Manager will have frequent contact with the Government Case Managers, and other DOJ agency staff- Ensure processes and procedures are followed.- Overseeing a small team of financial analysts- Performs an active quality assurance role to ensure high quality work delivered on time. - Trains staff on entering and updating data in proprietary databases. Qualifications:- At least four years of progressively more responsible supervisory and management experience in financial systems. - Must have proven capabilities and communication skills to successfully interact with clients and attorneys. - Demonstrated ability to manage numerous complex and time‐critical support activities simultaneously. - Requires expert knowledge of Finance Systems including SAS; outstanding writing skills; excellent oral communication skills; and excellent management skills. - Requires knowledge of the Government's data processing environment in which the work is to be performed, including office automation networks, PC‐based databases and other applications, and internet and server‐based databases and other applications. - Must be a US Citizen - Must be able to obtain a Public Trust security clearance. - Must have an undergraduate degree - Law Degree desirable. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we've been growing our government-contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board:**************************************** more information about CGS please visit: ************************** or contact:Email: *******************
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Auto-ApplyDirector of Financial Planning & Analysis
Treasurer job in Dallas, TX
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
Job Summary:
The Director of FP&A will lead the FP&A team in the financial planning, budgeting, forecasting, and analysis processes for the company. This role is critical in supporting executive decision-making, ensuring financial rigor, and driving business performance through insightful analytics and strategic financial guidance. This role will also lead on corporate development/M&A opportunities as they arise. The ideal candidate will have deep financial expertise, strong business acumen, and a collaborative leadership style.
Key Responsibilities:
Strategic Planning & Budgeting:
Lead the annual budget process, long-range planning, and periodic reforecasting efforts across business units and corporate functions.
Financial Analysis:
Deliver timely, accurate, and insightful financial analysis to support executive decision-making, including variance analysis, scenario modeling, and ROI evaluations.
Reporting:
Develop and enhance management reporting packages, KPIs, and dashboards to communicate financial and operational performance to senior leadership and key stakeholders.
Business Partnership:
Collaborate with business leaders to align financial plans with strategic goals, support investment decisions, and ensure accountability for financial performance.
Team Leadership:
Manage and develop a team of FP&A professionals, fostering a high-performance culture and driving process improvements and automation.
Executive Support:
Serve as a key finance partner to the CFO and executive leadership team, providing clear insights and recommendations to support business strategy.
Process Improvement & Tools:
Identify and implement improvements in FP&A processes, systems and data integrity to drive efficiency and scalability.
Corporate Development / M&A
Corporate responsibilities include identifying and evaluating potential deals, conducting due diligence, reviewing terms, and managing integration processes
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
10+ years of progressive experience in financial planning & analysis, preferably within large, complex organizations
Strong leadership experience, including managing teams and influencing senior executives
Expert-level financial modeling and analysis skills
Exceptional communication and presentation abilities
Proficient in ERP systems and experience in MS Office, Power BI, Tableau, SQL
Ability to think strategically while also executing tactically in a fast-paced environment
Preferred Attributes:
Experience in a public company or global business
Exposure to mergers & acquisitions
Ability to translate complex data into actionable insights and strategic recommendations
High integrity, with a results-oriented, ownership mindset
Benefits Summary:
Medical/Dental/Vision
401k plus a company match
ESPP - Employee Stock Purchase Plan
EAP - Employee Assistance Program
15 Vacation days per year
7 Paid Company Holidays
Life and AD&D Insurance
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At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
Auto-ApplySenior Director, Financial Planning & Analysis
Treasurer job in Fort Worth, TX
Job Description
MP Materials (NYSE: MP) is rebuilding American industrial capability for a new era of autonomy, robotics, and electrification.
We are the only U.S. company with a fully integrated rare earth supply chain-from mining and refining to advanced metal and magnet manufacturing. Our products include both the critical materials used to make permanent magnets and the finished magnets themselves-enabling next-generation technologies in robotics, automation, aerospace, transportation, defense, and energy systems. These materials are the foundation of physical AI-the convergence of computation, movement, and control.
We hire ambitious, mission-driven people who want to tackle complex challenges and shape the future of strategic industries. Our culture is rooted in teamwork, resiliency, and integrity, with a deep commitment to operational excellence and national purpose. MP is rapidly evolving from a materials producer into a leading U.S. manufacturer-and our people are driving that transformation.
Position Overview:
MP embraces an owner operator culture, and the Senior Director of Financial Planning and Analysis will develop and maintain the planning, reporting and analytical framework as well as support in ensuring the accuracy of the financial statements for the Fort Worth facility. This position will possess a unique view of the business and support the executive leadership of the Fort Worth facility as well as MP's corporate finance and accounting team
Position Responsibilities:
Develop and maintain the multi-year planning model and lead the organization in setting current, mid and long-term financial objectives for the Fort Worth facility.
Lead the development of product cost and product pricing forecasts to support strategic customer relationships.
Direct the development of annual and monthly cost center, production, and staffing plans for all areas of the Fort Worth facility.
Prepare and oversee the monthly and quarterly management review of internal financial statements identifying key business trends, budget variances, and assessing current and future business risks while communicating key conclusions and recommendations to senior management.
Partner with corporate FP&A team on the implementation of strategic analytic tools and systems to automate, manage, design, and create uniform processes, enhance business controls, and other procedures to improve efficiencies.
Prepare strategic analysis, reports, reconciliations, sensitivities, and presentations for senior management with clear distinction between fact and opinion to enable effective decision-making.
Oversee the planning and forecasting of capital projects while ensuring compliance with the company's policies regarding plant property and equipment (PP&E).
Partner with the SVP of FP&A and other senior leaders in operational and technical accounting to support the facility's alignment with enterprise accounting policies and compliance with internal Sarbanes-Oxley controls.
Assist in communications to the Board of Directors and external customers.
Partner with Sr. Vice President of Financial Planning and Analysis on the integration of Fort Worth resource requirements into enterprise resource planning model.
Responsible for establishing, developing, and leading a team of direct reports as applicable.
Own the timely execution and delivery of financial information and all related support relevant to various financial quarter-close processes and procedures.
Develop and maintain dashboards, weekly manager reports and recurring analysis.
Develop forecast models to support strategic decision process.
Provide weekly and monthly reports and analysis for C-level executives.
Manage aspects of the annual planning process.
Other duties as assigned.
Basic Qualifications:
Bachelor's degree with focus in finance, accounting, math, or economics.
5+ years of experience in early-stage growth company, manufacturing or public company experience is desired.
Self-starter that adapts well to change in a fast-paced, dynamic workplace.
Clear and effective communication skills, both verbal and written.
Great attitude, willingness to perform and get things done.
Strong understanding of financial statements.
High proficiency with Microsoft Excel, SQL, PowerBI or other technical analytic tools.
Experience with manufacturing accounting systems such as SAP is a plus.
Desired Qualities:
Must be highly analytical, intellectually curious and a fast learner.
Ability to identify objectives, collect and process data, analyze and interpret results, and present conclusion and recommendations.
Experience in manufacturing preferred.
Must be self-directed, highly collaborative, and able to handle a variety of responsibilities.
Ability to work with all levels within the organization, including senior management.
Ability to work with internal customers and external agencies for compliance and controls.
Strong verbal and written presentation skills.
Familiarity with or keen interest in learning about manufacturing and industrial processes.
MP Materials is Proud to be an Equal Opportunity / Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Underrepresented groups/Women/Disabled/Veterans are encouraged to apply. Candidates whose disabilities make them unable to meet the position's requirements will still be considered qualified if they can perform the essential functions of the job with reasonable accommodation.
Your Right to Work - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment verification document form upon hire.
For Assistance with Application - Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact Human Resources Department at ************; dial 7 when prompted for HR; 1700 South Pavilion Center Dr. 8th Floor, Las Vegas, NV 89135 to discuss reasonable accommodation.
Director, Restructuring | Corporate Finance & Restructuring
Treasurer job in Dallas, TX
Who We Are FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.
At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you.
Are you ready to make your impact?
About the Role
In FTI Consulting's Corporate Finance & Restructuring segment we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
What You'll Do
Key responsibilities will include:
* Provide technical expertise and experience at an advanced level; participate in managing client relationships, client service and practice management.
* Supervise and direct client engagements: provide technical expertise, perform analyses, supervise and guide consultants and senior consultants.
* Responsibilities include preparing and reviewing work product, financial statements, models and reports; conducting discussions with clients about status and results of work performed; preparing and reviewing work plans; ensuring assignments are carried out within scope, budgeted time and delivery commitments; following progress of engagement, updating Managing Directors and Senior Managing Directors; helping resolve analytical and technical problems as they arise.
* Apply business, economics, finance, accounting and analytical skills to various client situations and practice disciplines (e.g. financial modeling, ratio and comparable company analysis, review and analysis of financial statements and projections, assessing business plans, conducting due diligence, etc.)
* Understand, synthesize and analyze large amounts of data associated with complex restructuring, due diligence and litigation cases. Provide relevant analysis and summaries for interested parties, including clients, FTI management or attorneys.
How You'll Grow
This is an excellent opportunity for a person with proven, hands-on corporate finance experience who wants to provide analytical services to debtors, creditors and other stakeholders of companies experiencing unfavorable situations arising from liquidity problems.
What You Will Need to Succeed
Basic Qualifications
* Bachelor's Degree in Accounting, Economics, or Finance.
* 5+ years of post-graduation professional work experience in Public Accounting, Consulting, or other Professional Services environment.
* In-office presence required at least three days per week, unless traveling for client or business needs.
* Ability to travel up to 80% to clients and FTI offices.
Preferred Qualifications
* Experience with bankruptcy processes and procedures, restructuring troubled companies or related financial, analytical experience.
* Excellent project management skills and proven capabilities in managing a team.
Demonstrate ability in the following areas:
* Advanced Excel and PowerPoint skills
* Analysis of financial statements
* Preparation of financial models such as three-statement models
* Analysis of cash flows and 13-week forecasts
* Familiarity with bankruptcy, restructuring processes
* Familiarity with bankruptcy documents (first day motions, restructuring support agreements, plans of reorganization, disclosure statement, etc), and credit agreements
* Strong written and verbal communication skills
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Total Wellbeing
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
* Competitive total compensation, including bonus earning potential
* Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
* Generous paid time off and holidays
* Company matched 401(k) retirement savings plan
* Potential for flexible work arrangements
* Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
* Family care benefits, including back-up child/elder care
* Employee wellness platform
* Employee recognition programs
* Paid time off for volunteering in your community
* Corporate matching for charitable donations most important to you
* Make an impact in our communities through company sponsored pro bono work
* Professional development and certification programs
* Free in-office snacks and drinks
* Free smartphone and cellular plan (if applicable)
* FTI Perks & Discounts at retailers and businesses
* Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
Additional Information
* Job Family/Level: Op Level 3 - Director
* Citizenship Status Accepted: Not Applicable
* Exempt or Non-Exempt?: Exempt
Compensation
* Minimum Pay: 109000
* Maximum Pay: 283000
Financial Project Manager
Treasurer job in Irving, TX
Work schedule: Monday Friday (8 am to 5 pm CT) Required skills: This person must have managed projects before with strong acumen in;Project Leadership, Stakeholder Management, Execution/Discipline, Initiative & Ownership,
Communication/Presentation
Perks to this assignment: The contractor will work directly with the Lead PM, have access to training, and may participate in PMO Team virtual activities.
*********************************************************************************************************************************
Job Details:
We are looking for a results-oriented Project Manager to support our Corporate Finance PMO team. As the project manager, you will serve as the liaison between the business area we our supporting, IT, vendors, and operations, ensuring effective communication and coordination.
Project Execution
Lead the planning, execution and successful delivery of highly complex programs across FSS such as technology implementations, and transformations.
Ensure adherence to project goals, timelines and budget primarily supporting the business in remaining focused on high priority capabilities and managing scope-creep with a rigorous strategic approach.
Coordinate and manage multiple vendors and stakeholders to ensure on-time delivery, within budget and in accordance with agreed upon quality standards.
Prepare regular project status reports, deliver progress updates to stakeholders, lead SteerCo meetings and maintain project documentation and artifacts as needed.
Manage project budgets, track expenditures and ensure cost-effectiveness throughout the project lifecycle by leading the business towards effective prioritization.
Identify and mitigate project risks, proactively addressing issues that may impact project success.
Identify opportunities for process improvement and best practices, driving efficiency and effectiveness in project delivery.
Foster strong cross-functional collaboration and working relationships with various teams and stakeholders to ensure successful project outcomes.
Consultation Skills
Ability to absorb and process large quantities of disparate information, synthesize quickly and connect dots across workstreams where appropriate
Strong interpersonal and consulting skills ability to assess needs, collaborate and deliver practical solutions that drive results;an excellent listener that seeks to understand multiple viewpoints;effective at influencing, facilitating, and problem solving
Ability to tailor communication style to work well with stakeholders at all levels in the organization
Assist with building strong and trusting relationships across multiple teams and departments and collaborate with business leaders to execute plans
Change Leadership
Champion for change to ensure adoption of solutions across the organization
Acting a change lead, if one is not assigned on the program
Desired Skills
Experience in project delivery including initiation, documentation, prioritization, tracking and implementation of projects and process changes
Keen Project Management understanding and strong financial business acumen
Demonstrated ability to motivate, influence and gain commitment at all levels of the organization
Ability to understand and identify the connections between specific projects and the key strategic objectives
Ability to think through, organize and lead multiple projects and tasks concurrently
Ability to facilitate and communicate effectively in a hybrid environment
Expert Verbal/written communication skills in English
Degree, certification and experience
Degree, or equivalent, typically requires 7+ years of relevant experience
Project Management Institute (PMP) and/or Lean/Six Sigma certification (Black Belt) is a plus