Dallas, United States

Head of Financial Planning & Analysis, Americas

Full-time / part-time
2777 North Stemmons Freeway
United States

Job description

The Head of Financial Planning & Analysis (“Head of FP&A”) will assist the CFO to direct and oversee the financial planning and analysis of the Region. The Head of FP&A is responsible for developing, maintaining, and overseeing execution of various finance- related processes for the Americas. The Head of FP&A works with the CFO to implement consistent processes and to create insightful reporting and create forecasts predicting future growth. 

Oversees budget process, rolling forecasts, revenue analysis, and various project-based finance initiatives and staff

Works with other department heads to monitor each department and make improvements to enhance reporting


  • Forecasting and Budgeting – Review and recommend improvements to the existing forecasting and budgeting process. Evaluate the effectiveness of the process and prepare a cost/benefit analysis. Implement approved changes, monitor execution, and provide reporting. 
  • Technology – Leverage existing technology or make recommendations for enhanced technology, to provide more robust analysis, and to automate manual tasks. Ensure that the team understands the capabilities and become experts. 
  • Study economic trends and their impact on projections
  • Analysis of monthly trading performance against budgets and forecasting including bridging and explanation of significant variances
  • Financial modelling for initiatives, resource requirements
  • Supporting ad hoc group financial requests
  • Ensure revenues are maximized through appropriate revenue capture, implementation of inflationary increases and optimal pricing
  • Support the development of business cases for new products or expansion to new markets including cost/benefit/returns
  • Analyze commercial initiatives and track performance
  • Provide insight and strategic recommendations to the CFO based on financial trends
  • Supporting offshoring initiative through appropriate modelling
  • Integration of acquisitions into forecast models
  • Systems and process improvements to streamline forecasting and improve understanding

Key competencies for position and level:

  • Financial Acumen -interpreting and applying understanding of key financial indicators to make better business decisions.
  • Balancing stakeholders - balancing the needs of all stakeholders for a mutually agreed outcome
  • Optimizes work processes - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
  • Manages Complexity - making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems



  • Bachelor’s degree in Accounting-required
  • Master’s degree in Accounting, or Finance strongly preferred
  • Certified Public Accountant designation required
  • Ten to fifteen years of experience in financial management required.
  • Knowledge in financial services preferred
  • Excellent management and supervisory skills.
  • Excellent analytical and organizational skills.
  • Proficient in database and accounting computer application systems.
  • Excellent written and verbal communication skills.

Additional information

All your information will be kept confidential according to EEO guidelines.

Company description

IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infrastructure design; ongoing regulatory compliance (SEC, CFTC, and 40 Act); financial controls and operational support services; compliance and operational related projects and reviews; and outsourced CFO/controller and administration services to private equity fund investments – portfolio companies, real estate assets and energy assets. Our client base is growing, and our existing clients are engaging the firm across the spectrum of our services offerings.

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