Senior Financial Planning

2 weeks ago


Irving, Texas, United States FleetPride Full time

About FleetPride: FleetPride stands as the premier distributor of aftermarket heavy-duty truck and trailer components in the United States, employing some of the most talented professionals in the industry.

Role Overview: The Senior Financial Planning & Analysis Specialist plays a pivotal role in delivering strategic financial insights and support to FleetPride's Executive Leadership Team, Regional Vice Presidents, Directors, and Field Sales Management. This position is integral in shaping the financial direction of the company through collaboration on budgets, forecasts, and financial models, contributing significantly to long-term strategic decisions.

Key Responsibilities:

  • Financial Planning: Assist the Finance Director in the annual budgeting cycle, encompassing revenue, expenses, and capital investments. Work closely with organizational leaders to ensure alignment with the company's overarching objectives.
  • Forecasting: Develop ongoing financial forecasts and analyze discrepancies against actual performance. Identify trends, risks, and opportunities, providing actionable recommendations for adjustments as needed.
  • Financial Modeling: Perform comprehensive financial analyses to back strategic initiatives, investment choices, and cost-saving measures. Communicate findings to senior management in a clear and impactful manner.
  • Financial Reporting: Manage and distribute regular monthly, quarterly, and annual financial reports for internal management and external stakeholders.
  • Performance Metrics: Establish and monitor key performance indicators (KPIs) to assess the financial health and operational efficiency of the organization. Regularly update senior leadership on performance metrics.
  • Cross-Functional Collaboration: Partner with department heads across various functions, including Accounting, Sales, Operations, Distribution, Transportation, and HR, to provide financial insights that support their strategic objectives.
Qualifications:
  • Bachelor's degree in Finance, Accounting, or a related discipline.
  • Minimum of 3 years of proven experience in financial planning and analysis.
  • Strong skills in financial modeling and data analysis (experience with SQL is a plus).
  • Proficiency in financial software and tools (e.g., Excel, ERP systems).
  • Exceptional communication and presentation abilities.
  • Demonstrated leadership and team management capabilities.
  • Self-driven with strong problem-solving skills.
  • Meticulous attention to detail and a commitment to precision.
Travel Requirements: Occasional travel may be necessary to various locations.

FleetPride is an industry leader with diverse divisions in retail, service, distribution, and wholesale.

All qualified candidates will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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