Dallas, United States

Managing Director of Financial Planning & Analysis, North America

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

Job description

The Managing Director of Financial Planning & Analysis (“MD of FP&A”) will assist the CFO to direct and oversee the financial planning and analysis of the Region. The MD of FP&A is responsible for developing, maintaining, and overseeing execution of various finance- related processes for the Americas. The MD 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 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

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.