Corporate Director FP&A
Amerit Fleet Solutions
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Benefits offered by this job
Job summary
Amerit Fleet Solutions in Charlotte, NC is seeking a Director of Corporate FP&A to lead the finance team and drive strategic planning, forecasting, and reporting across the organization. In this executive role, you will own the annual budget, monthly close, board materials, and liquidity planning, partnering with the CFO and business leaders to improve profitability and operational performance.
A strong track record in FP&A leadership is required.
Qualifications
- 8+ years of FP&A, corporate finance, or strategic finance with leadership experience.
- Experience leading budgeting, forecasting, and scenario modeling in mid-size to large orgs.
- Strong cash flow, working capital, and balance sheet management background.
- Proven lender/investor reporting and covenant management experience preferred.
- Experience with fast-growth, M&A-driven or highly operational environments preferred.
- Bachelor’s degree in Finance, Accounting, or related field; MBA/CPA/FP&A certification preferred.
Responsibilities
- Lead consolidated annual budget and quarterly forecast processes with cross-functional alignment.
- Partner with Finance, Operations, and BU leaders to develop data-driven forecasts and risk/opportunity analyses.
- Oversee monthly close, P&L, Balance Sheet, and Cash Flow reporting with KPI insights.
- Prepare materials for Board and lenders; communicate complex data clearly.
- Drive strategic analyses, ROI, and business cases for new initiatives and potential acquisitions.
- Manage a 2-3 person FP&A team; mentor, coach, and develop talent.
Skills
Education
Tools
Job description
Amerit Fleet Solutions is one of the leading fleet maintenance companies in the U.S., servicing some of the largest and most complex fleets across the country. We pride ourselves on our innovation, operational excellence, and strong culture of collaboration and continuous improvement. We are seeking a strategic and experienced Director of Corporate FP&A to lead our Corporate Finance team and drive financial performance and strategic insights across our organization.
Compensation:Competitive Salary Pay -Paid weekly, every Friday!
Location: Charlotte, NC (Ballantyne Area)
- Full benefits within 30 days
- Medical, dental, vision, prescription drug coverage, life insurance, disability insurance
- 401(k) match program
- Unlimited vacation, holidays, and sick time
- Commitment to your safety through boot and prescription safety glasses reimbursement
- Career and learning development with an extensive training program through our Amerit University
- Employee referral program, up to $500 bonus
- ASE certification program with fee reimbursement and bonus
- Employee recognition platform that includes opportunities to redeem points for merchandise
- Employee Assistance Program (EAP)
- 24/7 nurse triage line
- Employee discounts on cell phone service and entertainment tickets
- Employee resource groups (ERGs) that foster inclusion
As the Director of Corporate FP&A, you will lead the strategic financial planning and analysis function for our organization, partnering closely with the CFO, operational leaders, and business unit heads to drive performance and inform critical business decisions. This executive-level role combines hands-on financial expertise with team leadership, process innovation, and strategic planning. You will oversee the end-to-end FP&A function, from annual budget development through monthly close and reporting, while building and mentoring a high-performing team.
Financial Planning, Budgeting & Forecasting (35%)
- Own and lead the consolidated annual budget and quarterly forecast processes, setting timelines, driving assumptions alignment across the organization, and ensuring cross-functional buy-in from operational and business unit leadership
- Partner with Finance, Operations, and Business Unit leadership to develop realistic, data-driven forecasts and monthly risk/opportunity assessments that inform strategic decision-making
- Develop and maintain comprehensive cash flow and liquidity projections to support budgeting, strategic planning, and working capital management
- Establish and enforce consistent assumptions, rollup methodologies, and submission standards to ensure alignment and accuracy across all business units
Financial Reporting & Analysis (30%)
- Oversee preparation of monthly financial close and reporting, including the three financial statements (P&L, Balance Sheet, Cash Flow), key metrics, and variance analysis
- Lead monthly business reviews with senior leadership, presenting consolidated financial results, operational KPIs, and strategic insights with compelling data visualizations and narratives
- Prepare financial reporting materials for Board of Directors and investor presentations, translating complex data into clear, actionable insights
- Monitor and drive cross-functional adherence to financial close timelines and reporting standards
- Consolidate and analyze monthly results across clients, divisions, and cost centers, identifying trends, risks, and opportunities
- Drive visibility into labor productivity, operational KPIs, and unit economics to support profitability improvement initiatives
Lender Reporting & Cash Flow Planning (15%)
- Prepare and deliver lender reporting packages, covenant analysis, and compliance documentation on schedule and to required specifications
- Manage cash flow planning and liquidity forecasting to optimize working capital and support debt management discussions with lenders
- Serve as primary contact for lender communications on financial reporting and performance matters
Strategic Analysis & Business Partnering (12%)
- Identify strategic trends, risks, and business opportunities; translate findings into actionable recommendations for leadership
- Develop business cases, financial models, and return-on-investment analyses to evaluate new initiatives, acquisitions, and investments
- Provide strategic financial insights to support M&A evaluation, operational efficiency initiatives, and cost optimization programs
Team Leadership & Organizational Development (5%)
- Lead, mentor, and develop a team of 2-3 FP&A professionals, fostering a culture of continuous improvement, analytical rigor, and strategic thinking
- Establish team goals, drive performance standards, and provide regular coaching and feedback to support career development
- Identify talent needs and participate in recruitment and onboarding of FP&A team members
Processes, Systems & Technology Leadership (3%)
- Assist with OneStream implementation strategy, including data architecture, process design, and continuous system optimization
- Lead process automation and system transformation initiatives to improve accuracy, speed, and analytical capability
- Identify and implement technology solutions and best practices to enhance financial planning, reporting, and analytics
Qualifications:
- 8+ years of experience in FP&A, corporate finance, or strategic finance, with 3+ years in a leadership or senior individual contributor role
- Demonstrated experience leading financial planning processes (annual budgets, forecasting, scenario modeling) in mid-market or larger organizations
- Experience with multi-unit or divisional consolidation and reporting in complex organizational structures
- Strong background in cash flow analysis, working capital management, and balance sheet management
- Proven track record partnering with lenders or investors on financial reporting and covenant management (preferred)
- Experience in high-growth, M&A-driven, or operations-intensive environments (preferred)
- Bachelor's degree in Finance, Accounting, or related field (MBA, CPA, CMA, or FP&A certification preferred)
- Team leadership and mentoring experience
Core Skills & Competencies:
- Strategic thinking and ability to influence cross-functional teams toward aligned financial and operational goals
- Advanced financial modeling and analysis skills with the ability to distill complex data into clear recommendations
- Expert-level Excel and financial analysis proficiency
- Excellent written and verbal communication skills with ability to present to C-suite, Board, and technical audiences
- Strong project management and process improvement orientation
- Proficiency with financial systems and consolidation tools; hands-on experience with OneStream, HFM, or Adaptive Planning highly preferred
- Demonstrated capability with data visualization tools (Power BI, Domo, Tableau, or similar) and scripting/automation tools (SQL, Python) a plus
- Comfort with emerging tools and AI applications (Claude, Copilot, etc.) to enhance analytical productivity
- Strong attention to detail, ownership mindset, and ability to deliver under tight deadlines
- Competitive salary and incentive compensation tied to financial performance
- Comprehensive benefits: Medical, Dental, Vision
- 401(k) with company match
- Unlimited PTO and paid holidays
- Life & Disability Insurance
- Executive development and professional certification support
- A dynamic, collaborative, and mission-driven work environment with exposure to strategic business decisions
INDHB
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