Director, Financial Planning & Analysis

Pt Holdings USA; Addison (IL); Hybride; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

Strong Company Culture

Casual dress code

Hybrid work schedule

Health insurance

401k/401k match

Employee assistance programs

Time away

Résumé du poste

Unlimited Service Group is seeking a Director of FP&A to lead planning, forecasting and performance analysis across its multi-location operations. This role partners with Finance and Accounting to build consistent plans and deliver clear executive insights.

The position emphasizes turning data into actionable recommendations, maintaining rigorous budgeting and forecasting disciplines, and driving performance improvements with senior leaders across the organization.

Qualifications

• At least eight years of progressive FP&A experience.
• Bachelor’s degree in finance or accounting required; advanced qualifications preferred.
• Led budgets, forecasts, financial models and performance reviews.
• Hands-on leader skilled at building teams and scalable processes.
• Strong integrity, attention to detail, sound judgment and business partnership.
• Able to communicate clearly with senior leaders and cross-functional partners.
• Experience with multi-location or distributed operations preferred.

Responsabilités

• Lead financial planning, forecasting and performance analysis across multi-location business.
• Turn operating and financial data into insights for growth and profitability.
• Partner with business leaders, Corporate Finance and Accounting to build consistent plans.
• Develop and monitor KPIs and drive improvement initiatives.
• Own the segment budget, forecasts and long-range planning process.
• Build financial models, scenario analyses and business cases for investments.
• Prepare executive dashboards and presentations highlighting risks and opportunities.
• Improve planning processes and data quality across teams.

Connaissances

Financial modeling

Budgeting

Forecasting

Leadership

Cross-functional collaboration

Data analysis

Communication

Analytical problem solving

Advanced Excel

Formation

Bachelor's degree in finance or accounting

MBA/CPA/CMA preferred

Outils

ERP systems

Planning & reporting systems

Excel

Description du poste

Director, Financial Planning & Analysis

Location: Addison, IL

About Unlimited Service Group

Unlimited Service Group is a high quality, locally focused commercial kitchen field service operation with a worldwide genuine OEM restaurant equipment parts distribution sister business. With 41 brands and over 150 locations across North America, Unlimited Service Group is driven by its mission to change industry standards by developing innovative solutions to support our customer and manufacturer partners. Dedicated to providing the highest quality parts, service, and customer experience, we take pride is assisting our customers in a personalized, friendly, and safety-focused manner that ensures every experience is an exceptional one. With a people-centered company culture, we are serious about growing and expanding and are looking for people who want to do the same! Learn more about us at www.unlimitedservice.com

Perks

• Strong Company Culture!
• Casual dress code
• Hybrid work schedule
• All the traditional benefits like health insurance, 401k/401k match, employee assistance programs and time away – don’t worry, we’ve got you covered.
• Enjoy the benefits of our Town Share program – Share in our company’s success!

The Job at a Glance

As Director of FP&A for Unlimited Service Group, you will lead financial planning, forecasting, and performance analysis across our multi-location business. You will turn operating and financial data into clear insights that help leaders make decisions about growth, profitability, and investment. You will partner with business leaders, Corporate Finance, and Accounting to build consistent plans and explain results. This full-time position is based in our Addison, Illinois office and reports to the Vice President of Finance Unlimited Service Group with a dotted line to the Vice President Finance Parts Town Unlimited.

A Typical Day

• Partner with business, finance leaders and corporate accounting to align operating plans, financial results, and reporting definitions.
• Establish and monitor key performance indicators (KPIs) across the business, identify opportunities to improve performance, and partner with business leaders to develop and execute improvement initiatives.
• Own the segment-wide annual budget, periodic forecasts, and long-range planning process, coordinating inputs from business and finance leaders and presenting a consolidated view of performance, risks, and opportunities.
• Lead financial analysis across the segment to identify margin drivers, including labor utilization, pricing, service mix, and customer mix, and turn the findings into recommendations.
• Analyze revenue, labor, overhead, and profitability by business unit, branch, or service line, as appropriate.
• Analyze and communicate variances between actual results and forecasts, identify underlying business drivers, and recommend actions to improve financial and operational performance.
• Build financial models, scenario analyses, and business cases for pricing, contracts, capital investments, expansion, and new services.
• Prepare executive reports, dashboards, and presentations that make risks and opportunities clear.
• Improve planning processes, data quality, and reporting tools.

To Land This Opportunity

• You have at least eight years of progressive experience in financial planning and analysis.
• You have a bachelor’s degree in finance, or accounting.
• You have led budgets, forecasts, financial models, and business performance reviews.
• You are a hands-on leader who is comfortable building teams, processes, and structure in a fast-growth environment with increasing complexity.
• You are a high-integrity leader with strong attention to detail, sound judgment, and the ability to balance financial responsibility with business partnership.
• You are a confident communicator with credibility among senior leaders and cross-functional partners.
• You have partnered with senior leaders in a multi-location business.
• You have advanced Excel and financial modeling skills and experience with ERP, planning, and reporting systems.
• You explain financial results and recommendations clearly to non-finance leaders.
• You exercise sound judgment, improve planning and reporting processes.
• An MBA, CPA, CMA, or related advanced qualification is preferred.
• Experience in field service, distribution, branch profitability, and operational performance metrics is preferred.
• Must Be at least 18 years of age.
• Ability to successfully complete background check and drug screen required.

Benefits

At Unlimited Service Group, we see employment as a reciprocal relationship; one where we set high standards for those who work here but also recognize and reward our team members for their contributions in the form of various company benefits.

• Competitive Compensation
• Insurance
• 401k and 401k Match
• Generous Time Away Program
• Employee Assistance Programs
• Employee Relations Events
• Employee Recognition Programs

Unlimited Service Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.