• This client is a growing multi-entity organization focused on innovation and operational excellence across logistics, supply chain, and adjacent verticals. They have multiple entities under the parent company that are preparing for significant growth—targeting revenue of $145–$150 million this year with projections to double in the next fiscal cycle

• They partner with Private Equity firms to provide supply chain/logistics shared services at the portfolio company level and among their services: transportation management, freight forwarding, domestic & global logistics, supply chain engineering, and analytics for visibility and optimization

• Historically, this client has outsourced its FP&A function, but leadership has decided to bring this capability in-house to drive deeper insights, forecasting, and board-level reporting across all business units

• The executive team, led by CEO and HR/Treasury head, is prioritizing the build-out of an internal FP&A team capable of managing complex modeling and enabling strategic decisions with financial clarity

• Title: Senior FP&A Manager

• Reports To: CEO/Board

• Location: Flower Mound/Lewisville, TX (Denton County) – Hybrid

• Overview: This is a highly visible role responsible for consolidating and enhancing the FP&A function across all affiliated entities. The ideal candidate will own granular cash flow modeling, budgeting, forecasting, and financial presentations for internal stakeholders, board members, and private equity sponsors. This role requires a hands-on leader who is both strategic and tactical—equally comfortable in Excel models and boardroom presentations

• Leader of FP&A for the company

• Interfaces directly with CEO, COO, CCO, and the Board of Directors

• Collaborates with operations, sales, and external investors

• Own and enhance the company-wide cash flow model using Excel and custom extract models

• Conduct 3-statement financial modeling for multiple entities within the company portfolio

• Analyze and present insights related to liquidity, free cash flow, and working capital

• Develop board-ready financial presentations with recommendations on financial strategy

• Partner with operations and sales to build monthly P&L by client and support decision-making

• Lead forecasting, budgeting, and performance tracking across business units

• Play a lead role in system/process implementation to modernize reporting and analytics

• Prepare reporting packages for private equity sponsors and the Board

• Lead financial modeling related to growth, M&A, and capital planning initiatives

• Bachelor’s degree in Finance, Accounting, or related field (MBA or Master’s in Finance preferred)

• Minimum 7+ years in FP&A, financial modeling, or business analytics

• Private equity and/or logistics/3PL industry experience strongly preferred

• Advanced Excel modeling (pivot tables, macros, nested formulas)

• Skilled in PowerPoint, Power BI, Power Query, Tableau, and ERP systems (Sage Intacct a plus)

• Highly analytical with strong business acumen and independent judgment

• Comfortable working directly with senior leadership and board members

• Detail-oriented, collaborative, and able to operate without heavy direction

• Base Salary: $120k-$140k

• Bonus Structure: 5-10% Target

• Very Flexible Hybrid Schedule

• Competitive benefits and opportunity for long-term career advancement