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  • Location: Addison
  • Type: Contract
  • Job #17905

The HT Group has partnered with a growing, Dallas-based Private Equity entity firm in the search for a qualified Fractional FP&A Consultant for an immediate need to support one of their recent portfolio acquisitions. Our client is looking for an experienced FP&A professional with experience supporting multiple C-Suite leaders and producing detailed managerial and board-level reporting for several audiences.  This can be a remote role with a 20-hour weekly hours commitment with flexible hours.  There would be potential travel to the firm’s Dallas offices for board/leadership meetings.

Interim/Fractional$125/hrRemote (Dallas or Austin preferred) – Limited Travel (Dallas)

What you will do:

  • Financial Planning: Developing and overseeing the company’s financial planning processes, including budgeting, forecasting, and long-term financial planning.
  • Financial Analysis: Conducting in-depth financial analysis to evaluate the company’s performance, identify trends, and provide insights into key financial metrics.
  • Financial Reporting: Preparing and presenting accurate and timely financial reports and dashboards to the management team and stakeholders. These reports may include income statements, balance sheets, cash flow statements, and key performance indicators (KPIs).
  • Financial Systems and Processes: Provide an assessment of the financial systems that are needed to improve, streamline and optimize the financial reporting function.
  • Decision Support: Assisting the management team in making informed financial decisions by providing data-driven recommendations and scenario analysis.
  • Cash Flow Management: Monitoring and managing the company’s cash flow to ensure sufficient liquidity and working capital to support its operations and growth.
  • Risk Management: Identifying financial risks and developing strategies to mitigate them..
  • Financial Strategy: Contributing to the development of financial strategies and business plans aligned with the company’s overall objectives and growth targets.
  • Performance Monitoring: Tracking the company’s financial performance against key performance indicators and budgetary goals, providing insights on deviations, and proposing corrective actions when necessary.
  • Cost Management: Collaborating with department heads to analyze costs, identify areas for cost optimization, and implement cost-saving measures.


  • Bachelor’s degree in Accounting or Finance required (Master’s or MBA preferred)
  • 10+ years of progressive experience in detailed FP&A facets, preferably in a PE or VC setting
  • CPA or CFA certifications preferred
  • Advanced forecasting and modeling skills are required
  • Advanced MS Excel proficiency required; Previous PowerBI, Tableau or visualization tool experience highly preferred
  • Excellent analytical and communication skills
  • Management consulting experience is a big plus
  • Proactive and client-centric attitude
  • Experience pulling data from multiple sources to present clear reporting
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