Financial Planning and Reporting Specialist
4 weeks ago
Sunbelt Rentals is a leading equipment rental company that strives to be the customer's first choice in the industry. We offer a vast fleet of equipment and a friendly and knowledgeable staff. Our employees are our greatest asset, and we invest in their growth and development.
We are seeking a highly skilled Financial Planning and Reporting Analyst to join our team. The successful candidate will assist in analyzing and producing accurate, timely reporting for the field and upper management. This role will report to a Finance Manager and will be assigned to a territory to provide insightful analysis to drive bottom line profitability.
Key Responsibilities:- Partner with field leadership to provide financial analysis and support
- Develop strong relationships with senior field leadership based on trust, transparency, and integrity
- Drive profitability improvement by analyzing results, monitoring variances, identifying trends, and recommending actions for management consumption
- Support the development of store, district, region, and territory level budgets and forecasts
- Extract and synthesize large amounts of data for easy understanding by management
- Provide financial training and support to field staff as needed, which may require travel
- Support review and post as needed
- Complete special reports and projects as assigned
- Bachelor's degree in Business, Accounting, Finance, Economics, or related discipline, or equivalent work experience plus a minimum of 1-2 years' experience in a financial role requiring financial analysis
- Outstanding organizational and time management skills, with the ability to prioritize multiple assignments
- Strong verbal and written communication skills, with the demonstrated ability to work with all levels of staff and management
- Strong analytical skills, including building models and interpreting large data sets
- Proficient with Excel
- Action-oriented with a strong sense of accountability to own tasks and hold others accountable to assigned takeaways
- Dependable, motivated, and self-starter, with the ability to work independently and as part of a team
- Agile and willing to shift priorities
- Strong customer-service orientation
- Familiarity with data query/data management tools preferred (Hyperion essbase, IBM planning analytics, SQL)
Sunbelt Rentals offers a competitive benefits package, including health, dental, vision, life insurance, wellbeing, and a retirement plan with employer matching contributions. We support service members and encourage veterans to apply. If a current Sunbelt Rentals employee has referred you for this position, please notify them that you are applying. In order for the employee to receive a referral bonus, they need to contact their regional recruiter.
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