McCoy Rockford · 19 hours ago
Financial Planning & Analyst Manager
Houston, TX, US
Full-time
Onsite
Senior Level
5+ years expMcCoy Rockford is seeking a Financial Planning & Analyst Manager who will lead budgeting, forecasting, and financial analysis activities for the organization. This role collaborates with business leaders to drive strategic planning and deliver actionable insights for decision-making.
E-CommerceReal Estate
Responsibilities
Lead the development of annual budgets, quarterly forecasts, and long-range financial plans
Analyze financial results, key performance indicators (KPIs), and business drivers to support strategic initiatives
Develop and deliver monthly and quarterly reporting packages to executive leadership
Collaborate with department heads to align financial plans with operational goals and initiatives
Build and maintain complex financial models to support scenario analysis, business cases, and investment decisions
Ensure accuracy and integrity of financial data through ongoing validation and variance analysis
Identify risks and opportunities through trend and gap analysis, and make recommendations to improve business performance
Support finance transformation initiatives, system upgrades, and process improvements
Manage and mentor FP&A analysts or support staff, fostering development and knowledge sharing
Qualification
Required
5+ years of progressive experience in FP&A, corporate finance, or related roles
Bachelor's degree in Finance, Accounting, Economics, or a related field
Proven experience in budgeting, forecasting, and financial modeling
Advanced Excel skills and experience with ERP systems and financial planning tools (e.g., Oracle, SAP, Anaplan, Adaptive Insights)
Strong communication skills with the ability to explain financial information to non-financial stakeholders
Demonstrated ability to manage multiple priorities and work in a fast-paced environment
Preferred
MBA or CPA/CFA certification
Experience leading a small team or mentoring junior analysts
Knowledge of data visualization tools (e.g., Tableau, Power BI)
Experience in a multi-entity or global business environment
Company
McCoy Rockford
McCoy Rockford provides a complete scope of commercial interior products and services including office furniture, floor covering, modular walls, design support and facility services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ken Beaver
CEO
Leah Schlater-Brown
Chief Financial Officer
Company data provided by crunchbase