Financial Planning & Analysis Manager

Financial Planning & Analysis Manager

Department: Accounting/Finance

Employment Type: Full Time

Location: Houston, TX

Description

The Financial Planning & Analysis (FP&A) Manager plays a key role in supporting the company’s financial health and strategic decision‑making. This position oversees budgeting, forecasting, and performance analysis across multiple construction projects and business units. Working closely with project managers, executives, and operational leaders, the FP&A Manager provides data‑driven insights that guide resource allocation, improve cost control, and enhance profitability. The role combines strong analytical skills, industry knowledge, and leadership ability to ensure financial plans align with both short- and long-term business objectives.

Key Responsibilities

• Lead the annual budgeting process, working with project management and operations teams to ensure realistic and aligned financial goals.
• Develop, maintain, and enhance financial models to support forecasting, scenario planning, and decision-making.
• Monitor and analyze actual financial performance against budgets and forecasts, identifying key variances and recommending corrective actions.
• Partner with accounting, project controls, and operations to ensure accurate and timely financial data for reporting and analysis.
• Prepare monthly and quarterly financial performance reports for senior management, highlighting trends, risks, and opportunities.
• Provide strategic insights on cost optimization, margin improvement, and capital allocation.
• Support the Director of Financial Reporting with consolidated reporting, board presentations, and long-term financial planning initiatives.
• Manage and mentor one FP&A Analyst, ensuring high-quality analysis, development, and career growth.
• Drive process improvements in budgeting, forecasting, and reporting to improve accuracy and efficiency.
• Stay current with construction market trends, cost drivers, and industry benchmarks to inform financial strategy.

Skills, Knowledge and Expertise

Work Experience

• 8 - 10 years of progressive experience in financial planning, analysis, or corporate finance, preferably within the construction or project-based industries.
• Proven success developing, managing, and refining budgets, forecasts, and multi-scenario financial models to support operational and strategic decision-making.

Skills

• Financial Modeling & Forecasting: Expert in building, maintaining, and interpreting financial models that inform budgeting and planning decisions.
• Analytical Thinking: Strong ability to evaluate complex data sets, identify trends, and draw clear conclusions that influence strategy.
• Communication: Skilled at presenting financial insights and recommendations in a clear, concise, and persuasive manner to both financial and non-financial audiences.
• Collaboration: Proven success working across departments, especially operations, accounting, and project management, to ensure data accuracy and financial alignment.

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Professional Licenses, Accreditations and Certifications

• Preferred: Professional certifications such as CFA, CPA, or CMA.

Knowledge

• Strong understanding of budgeting, forecasting, variance analysis, and cash flow management.
• Working knowledge of construction industry financial practices, including project accounting, cost control, and contract structures.
• Familiarity with financial regulations, compliance standards, and internal control frameworks.
• Understanding of ERP systems, project management tools, and data visualization/reporting platforms.

Personal Traits and Attributes

• Detail-Oriented: Maintains high accuracy in financial modeling, reporting, and analysis.
• Strategic and Business-Minded: Connects financial outcomes to broader operational and company goals.
• Collaborative: Builds strong working relationships across finance, operations, and executive leadership teams.
• Clear Communicator: Translates complex financial concepts into accessible insights for diverse audiences.
• Adaptable: Adjusts quickly to shifting project demands, market changes, and business priorities.

Languages

• English Required