Finance Planning & Analysis Manager
King Risk Partners
•
Irving, TX
0
0
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Not Applicable
Posted March 28, 2026
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Responsibilities
Commitments
Responsibilities
- Drive budgeting, forecasting, and monthly reporting processes
- Develop and maintain robust financial models to support strategic initiatives, investments, and operational decisions
- Build/improve scalable reporting models, dashboards, and KPIs
- Enhance data structure across multiple entities; ensure data integrity
- Support systems upgrades and EPM tool implementations (Adaptive, NetSuite, etc.)
- Drive automation to reduce manual spreadsheet reliance
- Partner with business leaders to provide clear, actionable insights
- Support integration of newly acquired businesses
- All other duties as assigned
Commitments
Candidates must be located within the Dallas, TX area and able to work a hybrid schedule.
This position works hybrid out of our Irving, TX office and reports directly to the Director of Financial Planning & Analysis.
This position will be based out of our Irving, TX office and will report to the Director of Financial Planning & Analysis
Not Met Priorities
What still needs stronger evidence
Requirements
- In-depth knowledge of financial planning, budgeting, forecasting, and monthly close processes
- Strong understanding of financial statements (income statement, balance sheet, cash flow) and key business drivers
- Knowledge of KPI development, performance measurement, and management reporting in high-growth environments
- Working knowledge of data structures, multi-entity financial consolidation, and data integrity best practices
- Familiarity with private equity–backed, acquisitive organizations and post-acquisition integration processes
- Understanding of EPM, ERP, and financial systems such as NetSuite, Adaptive, Planful, Anaplan, or similar tools
- Advanced financial modeling skills, including three-statement models and scenario analysis
- High level of proficiency in Microsoft Excel and financial data analysis tools
- Strong analytical and problem-solving skills with the ability to interpret complex financial data
- Ability to build scalable, automated reporting dashboards and KPI frameworks
- Effective business partnering and communication skills, translating financial insights into actionable recommendations
- Project management skills to support system implementations, process improvements, and cross-functional initiatives
- Ability to work efficiently in a fast-paced, deadline-driven environment with minimal supervision
- 5+ years FP&A or related experience
- Proven ability to build/improve reporting, KPI & forecasting processes, including 3 statement models
- Advanced financial modeling and Excel + strong data management skills
- Strong understanding of financial statements and key business drivers
- Experience with data analytics tools / data modeling (e.g.
- PowerBI, Power Pivot)
- Experience in PE-backed, high-growth, acquisitive environments
- Strong communication and ability to thrive in a fast-paced setting
Preferred Skills
- Familiarity with private equity–backed, acquisitive organizations and post-acquisition integration processes
- Experience in PE-backed, high-growth, acquisitive environments
- Exposure to EPM tools (Planful, OneStream, Adaptive, Anaplan) preferred
Full-time Description
Candidates must be located within the Dallas, TX area and able to work a hybrid schedule.
King Risk Partners, LLC is growing and seeking an exceptional individual with proven discipline, drive to advance and commitment to join our team as a Finance Planning & Analysis (FP&A) Manager . We are seeking a highly motivated and analytical Finance Planning & Analysis (FP&A) Manager to join our growing finance team. This role is ideal for a results-driven finance professional who thrives in a fast-paced, high-growth environment and enjoys building scalable financial models, improving reporting processes, and partnering with business leaders to drive strategic decision-making.
The FP&A Manager will play a key role in budgeting, forecasting, financial reporting, KPI development, and systems enhancements, while ensuring data integrity across multiple entities. This position works hybrid out of our Irving, TX office and reports directly to the Director of Financial Planning & Analysis.
This position will be based out of our Irving, TX office and will report to the Director of Financial Planning & Analysis
Requirements
Drive budgeting, forecasting, and monthly reporting processes
Develop and maintain robust financial models to support strategic initiatives, investments, and operational decisions
Build/improve scalable reporting models, dashboards, and KPIs
Enhance data structure across multiple entities; ensure data integrity
Support systems upgrades and EPM tool implementations (Adaptive, NetSuite, etc.)
Drive automation to reduce manual spreadsheet reliance
Partner with business leaders to provide clear, actionable insights
Support integration of newly acquired businesses
All other duties as assigned
Knowledge, Skills And Abilities (KSA)
Knowledge
In-depth knowledge of financial planning, budgeting, forecasting, and monthly close processes
Strong understanding of financial statements (income statement, balance sheet, cash flow) and key business drivers
Knowledge of KPI development, performance measurement, and management reporting in high-growth environments
Working knowledge of data structures, multi-entity financial consolidation, and data integrity best practices
Familiarity with private equity–backed, acquisitive organizations and post-acquisition integration processes
Understanding of EPM, ERP, and financial systems such as NetSuite, Adaptive, Planful, Anaplan, or similar tools
Skills
Advanced financial modeling skills, including three-statement models and scenario analysis
High level of proficiency in Microsoft Excel and financial data analysis tools
Strong analytical and problem-solving skills with the ability to interpret complex financial data
Ability to build scalable, automated reporting dashboards and KPI frameworks
Effective business partnering and communication skills, translating financial insights into actionable recommendations
Project management skills to support system implementations, process improvements, and cross-functional initiatives
Ability to work efficiently in a fast-paced, deadline-driven environment with minimal supervision
Abilities
Drive continuous improvement by reducing manual processes and increasing automation
Independently analyze data, identify trends, and provide strategic insights to leadership
Collaborate effectively across departments and with senior business leaders
Adapt to evolving business needs, priorities, and organizational growth
Maintain a high level of accuracy, attention to detail, and data integrity
Manage multiple priorities and projects simultaneously while meeting deadlines
Required
5+ years FP&A or related experience
Proven ability to build/improve reporting, KPI & forecasting processes, including 3 statement models
Advanced financial modeling and Excel + strong data management skills
Strong understanding of financial statements and key business drivers
Experience with data analytics tools / data modeling (e.g. PowerBI, Power Pivot)
Experience in PE-backed, high-growth, acquisitive environments
Exposure to EPM tools (Planful, OneStream, Adaptive, Anaplan) preferred
Strong communication and ability to thrive in a fast-paced setting
What We Offer
Medical Insurance
Dental Insurance
Vision Insurance
401(k) with employer match
Short-Term Disability (employer paid)
Long-Term Disability (employer paid)
Life Insurance
Employee Assistance Program
Generous PTO Policy
Tuition Reimbursement
Employee Referral Program
Growth and advancement opportunities
Equal Opportunity Employer
King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Join us in making a difference in the insurance industry. Apply today and become a part of the King Risk Partners, LLC team!
Salary Description $90,000-$105,000
Candidates must be located within the Dallas, TX area and able to work a hybrid schedule.
King Risk Partners, LLC is growing and seeking an exceptional individual with proven discipline, drive to advance and commitment to join our team as a Finance Planning & Analysis (FP&A) Manager . We are seeking a highly motivated and analytical Finance Planning & Analysis (FP&A) Manager to join our growing finance team. This role is ideal for a results-driven finance professional who thrives in a fast-paced, high-growth environment and enjoys building scalable financial models, improving reporting processes, and partnering with business leaders to drive strategic decision-making.
The FP&A Manager will play a key role in budgeting, forecasting, financial reporting, KPI development, and systems enhancements, while ensuring data integrity across multiple entities. This position works hybrid out of our Irving, TX office and reports directly to the Director of Financial Planning & Analysis.
This position will be based out of our Irving, TX office and will report to the Director of Financial Planning & Analysis
Requirements
Drive budgeting, forecasting, and monthly reporting processes
Develop and maintain robust financial models to support strategic initiatives, investments, and operational decisions
Build/improve scalable reporting models, dashboards, and KPIs
Enhance data structure across multiple entities; ensure data integrity
Support systems upgrades and EPM tool implementations (Adaptive, NetSuite, etc.)
Drive automation to reduce manual spreadsheet reliance
Partner with business leaders to provide clear, actionable insights
Support integration of newly acquired businesses
All other duties as assigned
Knowledge, Skills And Abilities (KSA)
Knowledge
In-depth knowledge of financial planning, budgeting, forecasting, and monthly close processes
Strong understanding of financial statements (income statement, balance sheet, cash flow) and key business drivers
Knowledge of KPI development, performance measurement, and management reporting in high-growth environments
Working knowledge of data structures, multi-entity financial consolidation, and data integrity best practices
Familiarity with private equity–backed, acquisitive organizations and post-acquisition integration processes
Understanding of EPM, ERP, and financial systems such as NetSuite, Adaptive, Planful, Anaplan, or similar tools
Skills
Advanced financial modeling skills, including three-statement models and scenario analysis
High level of proficiency in Microsoft Excel and financial data analysis tools
Strong analytical and problem-solving skills with the ability to interpret complex financial data
Ability to build scalable, automated reporting dashboards and KPI frameworks
Effective business partnering and communication skills, translating financial insights into actionable recommendations
Project management skills to support system implementations, process improvements, and cross-functional initiatives
Ability to work efficiently in a fast-paced, deadline-driven environment with minimal supervision
Abilities
Drive continuous improvement by reducing manual processes and increasing automation
Independently analyze data, identify trends, and provide strategic insights to leadership
Collaborate effectively across departments and with senior business leaders
Adapt to evolving business needs, priorities, and organizational growth
Maintain a high level of accuracy, attention to detail, and data integrity
Manage multiple priorities and projects simultaneously while meeting deadlines
Required
5+ years FP&A or related experience
Proven ability to build/improve reporting, KPI & forecasting processes, including 3 statement models
Advanced financial modeling and Excel + strong data management skills
Strong understanding of financial statements and key business drivers
Experience with data analytics tools / data modeling (e.g. PowerBI, Power Pivot)
Experience in PE-backed, high-growth, acquisitive environments
Exposure to EPM tools (Planful, OneStream, Adaptive, Anaplan) preferred
Strong communication and ability to thrive in a fast-paced setting
What We Offer
Medical Insurance
Dental Insurance
Vision Insurance
401(k) with employer match
Short-Term Disability (employer paid)
Long-Term Disability (employer paid)
Life Insurance
Employee Assistance Program
Generous PTO Policy
Tuition Reimbursement
Employee Referral Program
Growth and advancement opportunities
Equal Opportunity Employer
King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Join us in making a difference in the insurance industry. Apply today and become a part of the King Risk Partners, LLC team!
Salary Description $90,000-$105,000