Finance Planning & Analysis Manager

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

· 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!