Job Details

Overview

Peterson Cat has a need for an experienced Financial Planning & Analysis Manager at our San Leandro, CA location.

Base pay range: $140,000.00/yr - $160,000.00/yr

The Financial Planning & Analyst (FP&A) Manager will be responsible for all facets of corporate and consolidated financial planning and analysis. The FP&A Manager will partner with various business units and upper management, gain visibility into Peterson's business & operations and create impact within a growing Finance organization. The FP&A Manager will be deeply involved with high-profile strategic and operational initiatives, deliver business analytics & insights and make recommendations for short and long-term decisions.

Responsibilities

• Work cross-functionally with operations and business teams to prepare quarterly rolling forecasts and annual business plans.
• Lead forecast processes, including income statement, cash flow, balance sheet and financial covenants.
• Develop long-range analysis and forecasts.
• Prepare what-if models, discounted cash flow models and analysis, business analysis, pro forma financial statements and forecasts and make recommendations to assist with short- and long-term decision-making.
• Prepare variance analysis and address variances with business unit leaders.
• Develop, assess and maintain metrics to help drive financial and operational performance.
• Report on financial forecasts and provide actionable insights to upper management.
• Develop and maintain relationships with business units to support overall financial strategy and achieve strong business results.
• Continuously streamline processes to eliminate inefficiencies and improve results.
• Leverage Workday, Adaptive, Salesforce and SQL to automate and enhance existing processes.
• Assist in the development of overall financial and business strategy.
• Supervise a team of analysts: hire, train, develop, and address performance issues in a timely manner and with documentation.
• Perform ad hoc financial analysis as required.

Qualifications

• Bachelor's Degree from an accredited college in Accounting or Finance, or a closely related field.
• Minimum of 7 years of directly related experience in financial analysis or an equivalent combination of education and work experience.
• Thorough knowledge of corporate finance concepts.
• FPAC Certification is a plus.
• Supervisory experience is required.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Truck Transportation, Construction, and Agriculture, Construction, Mining Machinery Manufacturing