Senior Financial Planning and Analysis Manager

Job Details

Level: Management

Job Location: Beusa The Woodlands Corporate Office - The Woodlands, TX 77380

Position Type: Full Time

Education Level: 4 Year Degree

Travel Percentage: up to 10%

Job Shift: Day

Senior Financial Planning and Analysis Manager

Senior FP&A Manager will plan, coordinate, and manage financial planning and analysis activities for the company, with a particular focus on enterprise-wide forecasting, budgeting, and financial reporting. This role will lead the implementation and ongoing optimization of Oracle Fusion Enterprise Performance Management (EPM), partner closely with operations and corporate leadership to deliver accurate and insightful financial forecasts, and drive the annual budgeting process across business units and at the corporate level.

The Senior FP&A Manager will prepare and present monthly forecasts, financial guidance, and strategic analysis to executives, the Board, and external banking partners, while managing and developing a team of FP&A analysts.

ESSENTIAL FUNCTIONS: (The following duties and responsibilities are all essential job functions, as defined by the ADA, except for those that begin with the word "may.")

Oracle Fusion EPM, Forecasting, Budgeting, and Reporting

• Lead the implementation, configuration, and continuous improvement of Oracle Fusion EPM, ensuring alignment with company budgeting, forecasting, and financial reporting requirements.
• Design, build, and maintain driver-based forecasting models and multi-year financial plans within Oracle Fusion EPM, including income statement, balance sheet, and cash flow projections.
• Own the monthly and quarterly forecasting process (revenues, EBITDA, cash flow, and capital expenditures), working cross-functionally with business unit leaders and corporate departments.
• Develop standardized budgeting and forecasting templates, reports, and dashboards in Oracle Fusion EPM to improve efficiency and visibility.
• Ensure data integrity, accuracy, and timeliness of financial data and reporting within Oracle Fusion EPM and related financial systems.

Monthly Forecasting, Executive Reporting, and Presentations

• Lead the monthly financial forecast cycle, including variance analysis versus budget, prior year, and prior forecast; identify key drivers and risks/opportunities.
• Prepare comprehensive monthly and quarterly forecast packages for executive leadership, including commentary, KPIs, and scenario analyses.
• Present monthly and quarterly performance, forecasts, and key insights to executive management and other senior stakeholders in a clear and compelling manner.
• Develop and present financial analysis and strategic recommendations to shareholders, governing committees, executive management, and third parties as needed.

Annual Budgeting and Planning

• Organize and lead the annual corporate budgeting process, coordinating timelines, assumptions, and deliverables across G&A, capex, and operating expenses at both the business unit and corporate levels.
• Partner with department and business unit leaders to build, challenge, and refine G&A, operating expense, and capital expenditure budgets, ensuring alignment with strategic and financial targets.
• Manage consolidated corporate budget models, including full three-statement financials and related KPIs, and reconcile budget assumptions across functions.
• Lead post-budget review and reforecasting activities, ensuring ongoing alignment to evolving business conditions.
• Initiate and implement process improvements that streamline the budgeting and planning cycle and enhance forecast accuracy.

Annual Incentive Plan (AIP) and Guidance to Stakeholders

• Calculate, maintain, and monitor the Company’s Annual Incentive Plan (AIP), including translating corporate and business unit performance into payout outcomes.
• Partner with HR and executive leadership to ensure AIP metrics, targets, and calculations are clearly defined, documented, and communicated.
• Track AIP performance versus targets throughout the year, proactively highlighting risks and opportunities to expected payouts.
• Prepare revenue, EBITDA, cash flow, and capital expenditure guidance for executives and external banking partners,…