VP Financial Planning & Analysis

FREEMAN

Dallas, TX

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JOB DETAILS

SKILLS

Accounting, Accounting Close, Accounting Consolidation, Analysis Skills, Artificial Intelligence (AI), Automation, Balance Sheet, Budgeting, Business Administration, Business Analysis, Business Skills, Business Strategy, Cadence, Capital Allocation, Capital Expenditure (CAPEX), Cash Flow, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Continuous Improvement, Corporate Finance, Corporate Planning, Data Processing, Data Sets, Dental Insurance, Detail Oriented, Diversity, ERP (Enterprise Resource Planning), Economics, Embedded Systems, Event Management, Finance, Financial Control, Financial Modeling, Financial Operations, Financial Planning, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Statements, Financial Strategy, Financial Systems, Forecasting, Head of Finance, Income Statements, Leadership, Legal, Liquidity, Management Reporting, Mergers and Acquisitions, Operational Expenditure (OPEX), Operations Processes, Oracle Enterprise Performance Management (EPM), Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Presentation/Verbal Skills, Process Improvement, Profit & Loss, Quantitative Analysis, Regulatory Reports, Revenue Forecasting, Strategic Planning, Tax Operations, Technical Delivery, Treasury, Vision Plan, Writing Skills

LOCATION

Dallas, TX

POSTED

3 days ago

About Us

The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter.

Summary

Freeman Company is seeking a Vice President of Corporate Financial Planning & Analysis (FP&A) to serve as a strategic finance leader within the FP&A organization. Reporting to the SVP, FP&A, this individual will lead the Corporate FP&A team and partner closely with the FP&A business partners embedded across the individual lines of business. The role is responsible for the consolidation of monthly financial results, ownership of the annual operating budget, implementation of a rolling forecast, and integrated three-statement modeling with a particular focus on cash and working capital.

The VP, Corporate FP&A will collaborate closely with line-of-business FP&A partners, accounting, treasury, tax, and operational leaders to drive performance management, financial discipline, and capital allocation decisions across the enterprise. The role will also play a critical part in the ongoing transformation of Freeman’s financial systems and processes, modernizing planning capabilities to scale with the business. This role is eligible to work a hybrid schedule based out of our Headquarters in Dallas, TX.

Essential Duties & Responsibilities

Consolidation & Monthly Financial Reporting

+ Lead the consolidation of monthly financial results across all business units, geographies, and legal entities, ensuring accuracy, timeliness, and consistency with accounting close.

+ Own the monthly executive reporting package, including P&L, balance sheet, cash flow, KPIs, and variance commentary delivered to the CFO, CEO, and Board.

+ Partner with the Controller’s organization to ensure alignment between management reporting and statutory results, and to drive a faster, more insightful close-to-report cyclec

Annual Budget

+ Own the end-to-end annual operating budget process, including calendar, templates, guidelines, target setting, and consolidation, culminating in Board-approved financial plans.

+ Drive top-down and bottoms-up alignment with business units, ensuring plans are appropriately stretched, achievable, and tied to operational drivers.

+ Partner with the SVP, FP&A and line-of-business FP&A leaders to translate corporate strategy and targets into actionable business unit budgets.

Rolling Forecast & Performance Management

+ Design and implement a rolling forecast process across revenue, margin, operating expenses, working capital, and cash, replacing or augmenting the traditional periodic forecast cadence.

+ Establish governance, cadence, templates, and driver-based models that connect operational performance to financial outcomes and enable continuous reforecasting.

+ Build a culture of forecast accuracy, accountability, and continuous improvement in partnership with line-of-business FP&A leaders.

+ Deliver clear, decision-ready analyses of business performance, risks and opportunities, and provide actionable recommendations to executive leadership.

Three-Statement Modeling, Cash & Working Capital

+ Own integrated three-statement financial modeling (income statement, balance sheet, cash flow) at the consolidated and business unit level.

+ Lead enterprise cash forecasting and working capital management, partnering with Treasury to optimize liquidity, debt capacity, and capital deployment.

+ Support strategic initiatives including M&A, refinancing, and capital structure decisions with rigorous quantitative analysis.

Financial Systems & Transformation

+ Lead the implementation of financial systems and transformation initiatives, including EPM/CPM platforms (e.g., Anaplan, OneStream, Oracle EPM, Workday Adaptive), ERP integration, and reporting tools.

+ Modernize planning, forecasting, and reporting processes by leveraging data, automation, AI, and analytics to reduce manual effort and improve speed-to-insight.

+ Champion standardization of charts of accounts, hierarchies, and management reporting structures across the enterprise.

Leadership & Business Partnership

+ Build, develop, and lead a high-performing Corporate FP&A team, attracting top talent and creating a clear career path for finance professionals across the organization.

+ Partner closely with the FP&A business partners across the lines of business, driving alignment on standards, processes, and analytical frameworks while respecting business unit context.

+ Act as a credible, influential partner to the SVP, FP&A, the CFO organization, and senior business leaders, translating complex financial information into clear strategic narratives.

+ Drive a culture of intellectual curiosity, financial rigor, accountability, and continuous improvement throughout the finance organization.

Education & Experience

+ Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA, CPA, or CFA strongly preferred.

+ 15+ years of progressive finance experience, with at least 5 years leading a Corporate FP&A function at a complex, multi-business-unit organization.

+ Demonstrated track record consolidating monthly results, owning the annual budget, and designing and operating disciplined forecasting cycles — including hands-on experience implementing a rolling forecast.

+ Deep expertise in three-statement modeling, including cash flow forecasting and working capital management.

+ Hands-on experience leading the implementation of financial systems and broader finance transformation initiatives.

+ Experience in multi-entity, multi-currency environments; public company and / or private equity backed experience is a plus.

+ Strategic thinker with strong business acumen and the ability to connect financial outcomes to operational drivers and long-term value creation.

+ Exceptional analytical and modeling skills; comfortable navigating ambiguity and translating large, complex data sets into clear executive insights.

+ Strong leadership presence and influence with the ability to drive alignment across senior stakeholders without direct authority.

+ Excellent written and verbal communication skills, including comfort presenting to senior finance and business leaders across the enterprise.

+ Highly organized and detail-oriented, with the ability to balance long-term initiatives against rigorous monthly and quarterly cadences.

+ Builder mindset — energized by improving processes, modernizing systems, and developing teams.

What We Offer

The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.

+ Medical, Dental, Vision Insurance

+ Tuition Reimbursement

+ Paid Parental Leave

+ Life, Accident and Disability

+ Retirement with Company Match

+ Paid Time Off

Diversity Commitment

At The Freeman Company, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

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About the Company

FREEMAN

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