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BAL · 8 hours ago

Manager-Financial Planning and Analysis

Richardson, Texas, United States

Full-time

Onsite

Senior Level

5+ years exp

BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. The Manager, Financial Planning & Analysis plays a crucial role in enhancing the finance organization by leading planning, reporting, analysis, and decision support to achieve the firm's financial objectives.

ConsultingCustomer ServiceInformation TechnologyLaw EnforcementLegal

Responsibilities

Motivate, inspire, and develop all team members through regular structured feedback and planning. Support team members’ achievement of individual goals

Effectively manage staff levels and resources. Recruit, interview, and train new team members. Monitor and evaluate performance and productivity for team and team members

Ensure team compliance with all firm policies and procedures

Lead annual budgets, rolling forecasts, and long-range plans; partner with business leaders to translate strategy into financial models and assumptions

Own monthly financial reporting, analyze variances vs. plan/forecast, and clearly explain drivers, risks, and opportunities to executive leadership

Provide scenario modeling, ROI analysis, and ad-hoc insights to support pricing, investment, headcount, and operational decisions

Build and maintain scalable financial models; ensure accuracy, consistency, and transparency of data across systems and reports

Qualification

Financial Planning & AnalysisAccounting tools proficiencyERP systems knowledgeMS Excel proficiencyAnalytical skillsCustomer service attitudeInterpersonal skillsLeadership skillsOrganizational skills

Required

Bachelor Degree in Business, Accounting, or Finance or equivalent experience

Minimum of 5 years of experience in a professional service or customer service environment

Strong analytical and problem-solving skills with a high degree of attention to detail

Demonstrated intellectual curiosity and ability to challenge assumptions constructively

High proficiency with accounting and finance tools and concepts, including ERP, FP&A, CPM and reporting systems, as well as MS Excel

Adept at inspiring, influencing, and motivating individuals and groups to achieve results

Results-oriented, able to prioritize, and achieve results through others

Excellent interpersonal skills, including the ability to liaise with global leaders and operational teams and build effective working relationships both internally, and outside of the firm

Excellent planning, organization and writing skills, including an ability to present and persuade others based on analysis of issues

Demonstrated, progressive track record of success leading high performing teams

Great customer service attitude and approach