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Director of Financial Planning & Analysis

BBG, Inc. · bbgres.com
DallasDirector8–12 yrs
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The job in short

Financial planning and analysis direction.

TableauExcelAccountingEmbedded

Details

Found
26 d ago · posted 2026-06-30
Location as listed
Dallas, TX, US
Role
Executive / Director
Source
The company’s own careers site

Full description

Description Strategic Finance & Planning: • Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget • Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model • Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team • Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions • Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan Business Partnership: • Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets • Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes • Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives • Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance Reporting & Board Engagement: • Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on • Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality • Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively • Ensure accuracy, clarity, and timeliness across all of the function’s deliverables Leadership & Development • Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting • Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product Requirements • Bachelor’s degree in accounting, finance, economics or related field from a top university • 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others • Proven track record as a strategic business partner to senior leadership • Executive presence with the ability to influence and constructively challenge senior leaders • Excellent communication, written and verbal, and analytical skills • Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations • Highly curious and a strategic thinker • Superior attention to detail • Strong organizational skills and the ability to manage multiple priorities • Resourceful self-starter who operates with minimal direction • Mature and professional with a strong work ethic • Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word) Preferred Qualifications: • Prior experience working in a PE-backed environment and/or professional services firm • Prior experience building or scaling an FP&A function • CPA, CFA, and/or MBA • Proficient with BI tools (e.g. PowerBI, Tableau) • Experience leveraging AI tools to drive process efficiencies Unique Attributes: • PE-backed company • Fast-paced, small-team setting • Reports directly to the Chief Financial Officer • Highly visible role with direct exposure to executive leadership • Key contributor to strategic initiatives and value creation • Insight into multiple functions of the business • Competitive compensation and benefits • Good company culture and casual work environment

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