Financial Planning & Analysis Manager Job at Robert Half, Spring, Montgomery County, TX

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  • Robert Half
  • Spring, Montgomery County, TX

Job Description

Job Description

Job Description

 🚨 Now Hiring: FP& A Manager (Remote)

Our client is seeking a strategic and hands-on Financial Planning & Analysis Manager to lead core FP& A functions and support executive decision-making. This remote role is ideal for a finance professional with strong analytical skills, experience in complex industries, and a track record of driving results through data.

 

Key Responsibilities:

  • Lead budgeting, forecasting, and financial planning processes
  • Analyze financial statements and performance metrics to guide strategic decisions
  • Develop financial models and projections to support growth initiatives
  • Prepare operating reports, board presentations, and executive updates
  • Support M& A activities, including due diligence and financial analysis
  • Leverage AI tools and automation to streamline reporting and analysis

 

Qualifications:

  • Bachelor’s in Finance, Accounting, Economics, or related field
  • 5–7 years of progressive experience in FP& A, corporate finance, or investment banking
  • MUST HAVE Experience in PEO or complex, data-intensive B2B environments required
  • Advanced Excel and financial modeling skills; experience with Sage Intacct and Power Platform preferred
  • Strong analytical mindset with the ability to work across departments and influence outcomes

 

Why Join?

  • 100% remote flexibility
  • High-impact role with visibility to senior leadership and the Board
  • Opportunity to shape financial strategy in a growing, private equity-backed company

📩 Interested? Apply now or connect with Jose Sosa for more details.

• Minimum of 7 years of experience in financial planning, analysis, and modeling.

• Must Have PEO, ASO or Insurance Industry expertise in financial modeling and forecasting techniques.

• Proficiency in Microsoft Excel and other financial tools.

• Demonstrated ability to analyze large datasets and provide actionable insights.

• Solid understanding of corporate financial planning and market analysis.

• Experience with Management Discussion & Analysis (MD& A) reporting.

• Excellent communication skills for presenting financial updates to leadership and stakeholders.

• Proven track record in supporting M& A activities and conducting due diligence.

Job Tags

Immediate start, Remote work,

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