CyberX Info System ยท 1 day ago
Financial Planning and Analysis Manager
The Woodlands, TX
Full-time
Onsite
Senior Level
5+ years expCyberX Info System is seeking a Senior FP&A Manager to oversee financial planning and analysis activities, focusing on forecasting, budgeting, and financial reporting. This role involves leading the implementation of Oracle Fusion EPM, collaborating with leadership to provide financial insights, and managing a team of analysts.
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Hiring Manager
Suhail Rasool Khan (SRK)
Responsibilities
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
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
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
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, including supporting analysis and scenario modeling
Compile a variety of financial analyses such as valuation, buy vs. lease, payback, NPV, IRR, M&A scenarios, and operational three-statement models
Develop comprehensive financial models to measure the impact of operational scenarios on capital requirements, loan covenants, and KPIs, and provide strategic recommendations
Provide strategic guidance around capital financing options to support company growth needs
Assist with the compliance of all bank covenants and loan agreements, including monitoring, reporting, and communication with lenders
Prepare high-quality executive and Board presentations (e.g., monthly business reviews, quarterly Board decks, financing updates) that clearly communicate financial results, forecasts, and strategic initiatives
Synthesize complex financial data and analytical findings into concise narratives, visuals, and recommendations tailored for executive leadership, Board members, and external stakeholders
Collaborate with the Senior Director of Finance and other leaders to ensure consistency across all materials presented to executives, board, and capital providers
Oversee and manage short-term and long-term cash flows, including preparation and maintenance of cash forecasting schedules/models
Prepare and maintain customer revenue forecasts, debt and investment schedules, and related analyses
Coordinate servicing of the Company's debt obligations, including forecasting interest, principal, and covenant compliance metrics
Analyze financial results with respect to profits, trends, costs, and compliance with budgets, issuing regular status and ad hoc reports to senior management
Prepare and analyze financial implications of new growth initiatives, including organic projects and M&A opportunities
Utilize rigorous analytical and data processing techniques to research market segments, trends, competitive landscape, and expansion opportunities to provide recommendations to management
Document FP&A processes and controls, with a primary focus on forecasting and budgeting workflows, ownership, timelines, and key assumptions
Develop and maintain standard operating procedures (SOPs) for core FP&A activities, including forecast updates, budget submissions, review meetings, and AIP calculations
Regularly review and update process documentation to reflect system changes (e.g., Oracle Fusion EPM enhancements), organizational changes, and best practices
Initiate process improvements that maximize department efficiency, reduce manual effort, and strengthen governance around forecasts and budgets
Directly manage and develop the Senior FP&A Analyst and Senior Financial Analyst, providing coaching, feedback, and support to build a high-performing FP&A team
Collaborate and build strong relationships extensively with operations, accounting, treasury, business unit leaders, HR, and other departments to support decision-making
Provide input and support the process of completing the annual financial audit
Perform other related duties as assigned to assist with successful operations and business continuity
Qualification
Required
Strong analytical, communication, and problem-solving skills
Must have dependable transportation to commute to the worksite consistently, as public transportation may not be available or feasible for the location
Successfully passes background check, pre-employment drug screening, and any pre-employment aptitude and/or competency assessment(s)
Bachelors degree in Finance or Accounting is required
Minimum of 5-7 years of progressive experience in Financial Planning & Analysis; experience in investment banking, private equity, or corporate development is helpful
Demonstrated experience leading or playing a key role in an Oracle Fusion EPM (or similar EPM) implementation for budgeting, forecasting, and financial reporting
Prior experience presenting forecasts and financial analyses to executives and/or Boards required
Prior people leadership experience (direct or project-based) strongly preferred
Strong background in financial modeling, budgeting, and forecasting, including three-statement modeling and scenario analysis
Strong knowledge of financial systems and accounting mechanics (revenue recognition, accruals, capitalization, etc.)
Experience with ERP implementations, preferably Oracle Fusion Enterprise Performance Management (EPM)
High proficiency with MS Office, with advanced Excel and PowerPoint skills; ability to build investment banking-grade models and executive-ready presentations
Excellent written and verbal communication skills; able to present complex financial concepts clearly and succinctly to non-financial stakeholders
Demonstrated ability to document processes, controls, and SOPs in a clear and organized manner
Ability to learn new concepts and tasks quickly, work under pressure, and meet deadline requirements in a fast-paced, dynamic environment
Strong attention to detail, effective multitasking, and swift strategic thinking skills
Ability to prioritize, self-start, and work independently while also thriving in a collaborative team environment
Preferred
Possession of any of the following is strongly preferred: CFA, CPA, MBA
Experience with Power BI (or similar BI tools) is helpful
Company
CyberX Info System
Cyberx Info System's unique brand differentiation is our relentless focus on customer-centric mobile app development.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rachel Noor
Company Owner
Company data provided by crunchbase