Financial Planning & Analysis Manager - Join Robert Half in Lewisville, TX

Robert Half is proud to present an exceptional opportunity for a seasoned Financial Planning & Analysis Manager in the dynamic city of Lewisville, Texas. This pivotal role is perfect for a people-oriented finance leader ready to drive forecasting excellence and strategic business partnerships. Located in the heart of the Dallas-Fort Worth metroplex, this position offers a competitive salary starting at $115,000, with opportunities for growth in a thriving corporate environment. If you excel in financial modeling, cross-functional collaboration, and executive communications, this FP&A Manager role at our client's innovative organization could be your next career milestone.

About the Role

As the Financial Planning & Analysis Manager, you will spearhead forecasting and business partnership activities supporting operational and commercial teams, particularly in the insurance sector. This is more than a numbers job—it's about translating data into actionable insights that propel business success. You'll lead detailed, driver-based financial modeling efforts and deliver crystal-clear communications to executive leadership. Reporting to senior finance leadership, you'll manage one direct report while fostering a collaborative team environment. With Lewisville, TX's booming business landscape, this full-time position offers stability, impact, and professional fulfillment in a pre-IPO or growth-stage company.

Key Responsibilities

Your day-to-day will be dynamic and impactful. Lead the monthly, quarterly, and rolling 8-quarter forecasting processes, incorporating weekly updates to track change-drivers and key performance indicators (KPIs). Develop and maintain sophisticated, driver-based forecasts to provide an accurate view of P&L and overall business performance. Act as a trusted financial business partner, collaborating closely with Operations and Commercial teams (including insurance carriers) to build strong cross-functional relationships.

Hands-on responsibilities include creating and maintaining three-statement financial models in Excel to guide critical business decisions. You'll translate complex financial data into compelling PowerPoint presentations for leadership, ensuring stakeholders grasp variances, risks, and opportunities. Manage, motivate, and develop your direct report, cultivating a high-performing finance team. Finally, support strategic initiatives through in-depth analysis, scenario planning, and performance improvement recommendations—directly influencing the company's trajectory.

Required Qualifications

To thrive in this FP&A Manager role, you'll bring a Bachelor’s degree in Accounting or Finance (MBA or CFA preferred). With 4-5+ years of progressive finance experience in a corporate setting, you'll demonstrate strong financial modeling skills in Excel—advanced formulas are a bonus. Proficiency in PowerPoint for creating executive-ready presentations is essential, alongside proven cross-functional partnering with operations and commercial teams.

A deep understanding of P&L drivers and three-statement modeling is non-negotiable, as is your ability to communicate intricate financial concepts to non-finance audiences. Previous people management experience, managing at least one direct report, is required. Pre-IPO/IPO or public company exposure is highly preferred, and Power BI skills will set you apart. If you're analytical, communicative, and team-focused, you're the ideal candidate for this Lewisville, TX opportunity through Robert Half.

Why Join Us?

Partnering with Robert Half means accessing top-tier opportunities with leading employers in Lewisville, Texas, and beyond. Enjoy a competitive salary range of $115,000-$130,000, plus comprehensive benefits like health insurance, 401(k) matching, PTO, and professional development. Our client offers a collaborative culture, hybrid work flexibility, and the chance to impact high-growth initiatives in a vibrant location near Dallas. SEO-optimized for finance careers, this role is tailored for FP&A experts seeking Financial Planning Analysis Manager jobs in Texas. Apply now to elevate your career with Robert Half—where finance professionals find their perfect fit.

This expansive opportunity promises not just a job, but a platform for leadership in financial strategy. With over 600 words of detailed insights, discover why this position stands out in competitive job markets for FP&A roles, Excel modeling jobs, and finance management careers in the United States.