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Director-Financial Planning & Analysis

Job in Richardson, Dallas County, Texas, 75080, USA
Listing for: BAL
Full Time position
Listed on 2026-03-10
Job specializations:
  • Management
    Financial Manager
  • Finance & Banking
    Financial Manager, Corporate Finance
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Who we are:

BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There’s no denying our work is demanding, both in volume and pace, but we’re up for the challenge. We love the balance of hard work and fun – so, you’ll see us in jeans as we shatter glass ceilings and conventional stereotypes.

BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development, and want to set you up for success here at BAL and beyond.

Who you are:

You are looking for work that has a purpose. You aren’t afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren’t afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person.

You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome.

We’re better together:

A bright, driven person like you and an industry-leading powerhouse like BAL? It’s a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people’s lives. Come be a part of something special, where you can have an impact and be valued just for being you!

In addition to competitive pay, a discretionary annual bonus, and a supportive, team oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match.

Overview

The Director of FP&A owns end-to-end forecasting, planning, and financial cadence, ensuring the function operates with discipline, accuracy, and credibility. This hands‑on leader brings proven experience from high‑performing finance environments and a track record of imposing structure in imperfect organizations. Success means leadership trusts the numbers, surprises decline, and FP&A runs as a predictable, durable engine.

The Director reports to the CFO and works closely with the Equity Partners and executive leadership.

Primary Responsibilities
  • Own the end‑to‑end forecasting process, ensuring accuracy, transparency, and accountability across the organization
  • Drive continuous improvement in forecast reliability and variance discipline
  • Surface risks and exceptions early, with clear mitigation plans
  • Maintain full ownership of forecast integrity as the organization scales
  • Establish and enforce a predictable FP&A operating rhythm (monthly, quarterly, annual)
  • Standardize planning and reporting processes to reduce noise and increase trust
  • Implement durable mechanisms that prevent recurring issues rather than repeatedly reacting to them
  • Raise execution standards through consistent enforcement, not repeated explanation
  • Build trusted relationships with Executive Producers (EPs), IP leaders, and Operations leadership
  • Provide clear, decision‑oriented financial insights to senior stakeholders
  • Communicate complex financial information with clarity, composure, and confidence
  • Defend assumptions, forecasts, and standards under scrutiny
  • Conduct monthly business reviews
  • Drive clear performance reporting that highlights material drivers and risks
  • Ensure financial narratives are grounded in operational reality
  • Hold business partners accountable to financial commitments
  • Enforce standards upward, laterally, and within the FP&A team
  • Lead and develop the FP&A function with a strong bias toward ownership and rigor
  • Set and model high expectations for analytical quality and follow‑through
  • Ensure the team maintains discipline even in constrained or evolving environments
  • Build durable processes that do not depend on perfect tooling
Qualifications
  • Bachelor’s degree or equivalent work experience
  • 10+ years of progressive finance/FP&A experience, with meaningful time in a senior leadership role
  • Demonstrated tenure in at least one…
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