Financial Planning & Analysis Manager - JD

Financial Planning & Analysis Manager - JDJob Description

LOCATION: This is a full-time, hybrid position based at our Dallas office located at 19111 Dallas Parkway, Suite 275, Dallas, TX 75206

PAY RANGE: $90k-$110k/yr

Join a High-Growth Legal & Corporate Services Leader

ABOUT THE ROLE:

As an FP&A Manager, you’ll partner with leaders across the business to support budgeting, forecasting, profitability analysis, KPI development, and ad-hoc decision support. This role reports to the VP of Financial Planning & Analysis and will initially function as an individual contributor, with responsibility for supervising financial analysts.

Lexitas is a rapidly growing national provider of legal and corporate support services, including court reporting, medical record retrieval, process service, and corporate filings. Our mission is to deliver unmatched service with integrity, professionalism, and responsiveness.

KEY RESPONSIBILITIES:

• Lead FP&A support for assigned operating division(s), including budgeting, forecasting, and variance analysis
• Monitor and analyze divisional costs; identify cost-saving opportunities and optimization recommendations
• Develop and maintain KPIs in partnership with Global Shared Services to track performance vs. targets
• Evaluate profitability across client engagements, customer acquisition cost, services, and initiatives; collaborate with stakeholders to improve outcomes
• Interpret complex financial and operational data and present insights clearly to senior leadership
• Build financial models for investment analysis, pricing strategy, and scenario planning
• Produce timely ad-hoc reporting to support business initiatives and leadership decision-making
• Collaborate cross-functionally with operations, sales, marketing, and IT to understand drivers and improve results
• Identify process improvement opportunities and help increase efficiency within the finance function

WHAT WE’RE LOOKING FOR:

• Strong intellectual curiosity with a business-partner mindset
• Advanced Excel skills and comfort working in financial systems and planning tools
• Ability to translate financial insights for both finance and non-finance audiences
• High attention to detail and accuracy, with strong ownership of deliverables
• Critical thinking and problem-solving ability in fast-moving, high-volume environment
• Confidence working independently while also thriving in a collaborative team setting

QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, CMA a plus)
• 7–10 years of FP&A experience required; preference for high transaction-volume industries
• Proven strength in analysis, financial modeling, forecasting, and interpreting complex data
• Experience with Oracle Planning and Budgeting
• Strongly preferred: programming experience (any language) and BI tools (Power BI, Tableau, etc.)
• Preferred: knowledge of legal support services industry dynamics and relevant regulatory considerations
• Preferred: experience working with offshore and near-shore resources

SUPERVISORY RESPONSIBILITIES

This position is a supervisory position and is responsible for the supervision of financial analysts.

LANGUAGE SKILLS

Ability to effectively present information and respond to those whose first language is English.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms; and talk and/or hear. The employee is required to sit for extended periods of time.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee regularly works in an office environment. This role routinely…