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    Financial Planning - Dallas, United States - UPLAND CAPITAL GROUP INC

    UPLAND CAPITAL GROUP INC
    UPLAND CAPITAL GROUP INC Dallas, United States

    3 weeks ago

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    Description
    Job Description

    Job Description


    Primary Function:


    The Financial Planning & Analysis Manager will lead the financial planning and analysis function, including forecasting, budgeting, financial modeling, and reporting, while providing strategic insights to support organizational goals and initiatives.

    The ideal candidate will possess strong financial acumen, strategic planning abilities, leadership skills, strong communication skills, and adaptability in a fast-paced environment.


    Duties and Responsibilities:
    Oversee the financial planning and forecasting process, including annual operating plans, quarterly rolling forecasts, and long-term financial modeling
    Lead the development and maintenance of comprehensive financial models to support strategic decision-making, including revenue forecasts, expense projections, and capital allocation strategies
    Maintain all financial planning & accounting information systems, ensuring accuracy and efficiency
    Collaborate with cross-functional teams to align financial plans with strategic initiatives and business objectives
    Prepare and present executive-level materials on business performance, financial forecasts, and strategic recommendations to senior management and the Board of Directors
    Analyze key performance indicators and provide insights to support business stakeholders in driving performance improvements
    Ensure accuracy and integrity of financial data, statements, and reports through rigorous review and analysis
    Identify process improvements and implement best practices in financial planning and analysis processes
    Mentor and develop a team of financial analysts, providing guidance and support in their professional growth
    Review complex financial planning work processes, systems, and procedures for efficient workflow and conformity with accounting principles
    Increase forecast accuracy by developing and improving financial models and forecast processes
    Analyze system design alternatives and identify potential improvements to existing systems and processes
    Manage and/or facilitate the procurement, development, and implementation of qualified systems
    Perform other duties as assigned

    Describe Specific Requirements:
    Bachelor's degree in Finance, Accounting, Economics, or related field required; Master's degree preferred
    Minimum of 7 years of progressive experience in financial planning and analysis, with at least 2 years in a managerial role
    Advanced Excel spreadsheet and financial modeling skills
    Strong proficiency in financial modeling, budgeting, forecasting, and financial analysis techniques
    Experience with enterprise resource planning (ERP) systems, financial software, and advanced Excel skills required; familiarity with Oracle PBCS or similar tools preferred
    Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders
    Proven leadership abilities, with experience in leading and developing high-performing teams
    Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
    Familiarity with generally accepted accounting principles (GAAP), statutory accounting principles (STAT), and financial regulations
    Insurance experience required, experience in Excess & Surplus lines or Property & Casualty lines a plus
    Self-starter with ability to assess priorities and meet deadlines

    #J-18808-Ljbffr
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