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Financial Planning Analyst

Southwest ADI

Office

Haltom City, TX

Full Time

About Southwest Accessory Group

Southwest Accessories Group is committed to being the premier supplier of accessories by serving our customers with precision, responsiveness, and integrity. We fulfill their needs in an accurate and seamless manner, grounded in a culture of excellence and grit.

We strive to be the employer of choice by fostering a workplace where every individual feels valued and empowered. Through clear goals, strong communication, and aligned purpose, we provide meaningful opportunities for professional growth and personal worth.

We are dedicated to maintaining an efficient and profitable organization, ensuring long-term value creation for our owners through principled leadership and operational alignment. Our employees, our customers, and our community are our most valuable assets. It is our responsibility to provide a professional atmosphere based on sound business ethics, honesty and integrity.

 

Benefits

  • Day Shift (No Overnights)
  • Paid Holidays
  • 401(k) Plan w/ match
  • Full benefit package including medical, dental, vision, life, disability and supplemental plans.
  • PTO & Sick Time

About the role

We’re looking for a sharp, driven, and curious financial professional to join our FP&A team. This isn’t your typical FP&A role. You’ll partner closely with our CEO to help steer the company through strategic initiatives—while creating and maintaining our core forecasting and reporting processes. This position will play a pivotal role in building models, informing decisions, and shaping the financial narrative across the business. This is a unique opportunity to operate at the intersection of planning, execution, and strategy at a high-growth automotive accessory company. We’re looking for someone who thrives in ambiguity, loves digging into data, and has a bias toward action.

What you'll do

  • Key Responsibilities
  • Own and evolve the company’s financial models, forecasts, and Adaptive Planning framework
  • Conduct scenario analyses and build decision-making tools to guide product and strategic decisions
  • Drive product profitability analysis and uncover opportunities with cross-functional teams
  • Create short, actionable memos that highlight KPIs, risks, and recommendations
  • Partner with our executive team to build real-time dashboards in Power BI
  • Contribute to budgeting, integration planning, and cross-functional financial reporting
  • Support CRM data integrity and reporting that informs strategic choices
  • Take on internal “consulting” projects that span finance, procurement and operations

 

Qualifications

  • Experience in investment banking, consulting, or FP&A roles with exposure to operating models, or business case development
  • Strong modeling skills and ability to distill insights into business recommendations
  • 5+ years of relevant experience (CPA preferred for audit backgrounds)
  • Excellent communication skills, particularly with executive stakeholders
  • A collaborative, humble, and proactive approach—you like moving fast and making things better

Physical Demands:

Sitting: 8-hour work shift

 

Reasonable Accommodation Statement

Consistent with the Americans with Disabilities Act (ADA) in the State of Texas, it is the policy of Frank Kent Enterprises LTD to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy requests for reasonable accommodation apply to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact Brandi Beall at brandib@swadtx.com.

 

Work Environment & Schedule: Day Shift, Full Time, On-site

May occasionally require weekends or overtime

Classification: Exempt   

Salary/Hourly: Salary

Department: Finance

Reports To: CEO

Salary Band: $105,000-$125,000 DOE


Financial Planning Analyst

Office

Haltom City, TX

Full Time

August 11, 2025

company logo

Southwest ADI