Trintech · 2 hours ago
Financial Planning & Analysis Manager
DFW Metroplex
Full-time
Hybrid
Senior Level
5+ years expTrintech is seeking a Manager for Financial Planning & Analysis who will work closely with Finance management and key leadership in the organization. The role involves overseeing financial analysis to develop strategy, monitor business performance, and drive operational decisions.
Cloud ComputingConsultingFinanceInformation TechnologyRisk ManagementSaaSSoftware
Responsibilities
Maintain, develop, and integrate Planful data for financial planning and analysis across the company
Review existing processes and procedures to develop recommendations for improvement efforts
Prepare departmental budgets, business planning, forecasting and trend analysis for operational and/or financial projections
Develop and prepare key performance measures, monthly financial presentations, month-and quarter-end reports, operational and profitability analysis, and other ad hoc analysis
Perform variance analysis and track key operational and financial performance measures, while executing quality control tasks to ensure data accuracy
Interact, present, and work with various departments and business unit leaders in preparation of analysis
Create forecasting models from financial, operational and market data
Provide analysis to support cash flow forecasts and measurement
Anticipate questions about the company’s cash flow and financial projections, and providing preemptive answers to leadership
Assist with development, measurement and follow-up to annual budget and business planning
Qualification
Required
BA in Accounting or Finance
5-8 years' experience in Financial Planning & Analysis or Cost Accounting/Budgeting
Must have Advanced skills in Excel to include (V-lookups, Pivot tables, Sum if Formulas) – VBA knowledge is a plus
Ability to partner with technical counterparts to drive decisions in a fast-moving environment
Strong attention to detail and ability to convert large volumes of data into actionable information
Strategic thinking, creative problem solving, and financial modeling skills
Deep appreciation for sound finance processes and ability to identify, develop, and drive operational improvements
Excellent organizational skills, ability to multi-task and address competing priorities
Solid written and verbal communication skills
Preferred
CPA/MSA/MBA preferred
Company
Trintech
Trintech is a cloud-based software company that automates reconciliation and financial processes.
501-1000 employees
H1B Sponsorship
Trintech has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (5)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
unknown2018-01-03Acquired
2015-09-02Private Equity
1998-06-01Series A
Leadership Team
Darren Heffernan
Chief Executive Officer
O
Omar A Choucair
Chief Financial Officer
Recent News
2026-01-14
Company data provided by crunchbase