Director, Financial Planning and Analysis

Logisnext Americas Inc.; Houston (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Paid Vacation, Sick Time, and Holidays

Profit Sharing Opportunities

401k with company match

On-site fitness center (Houston)

On-the-job training and development

Job summary

Logisnext Americas Inc. seeks an experienced FP&A leader to steer the financial planning and analysis team. You will coordinate the annual plan, monthly forecasts, and relevant financial reporting, while identifying opportunities to improve profitability and efficiency.

The role involves advising executives and guiding cross‑functional teams. Ideal candidates have 10+ years of FP&A experience, strong communication, and deep knowledge of P&L, balance sheet, and cash flows, with proficiency in

Qualifications

• Bachelor’s Degree
• 10+ years of experience
• Strong written and verbal communication skills, including guidance to team members
• Interact at all levels of the organization, including presenting to business leaders
• Understanding of P&L, Balance Sheet & Cash Flows
• Budgeting/Forecasting Experience for P&L, Balance Sheet, and Cash Flows
• Lead process change and cross‑functional teamwork
• Able to work under tight deadlines
• Microsoft Excel and PowerPoint

Responsibilities

• Lead, assist, and set priorities for FP&A team members in achieving organizational goals.
• Coordinate business and operating plan processes and forecasting for P&L, balance sheet, and cash flow.
• Provide financial oversight, analysis, reporting, and recommendations to leadership.
• Perform due diligence analysis of investments, acquisitions, and facilities investments.
• Lead monthly forecasting and semi-annual budgeting processes (P&L, BS, CF).
• Support reporting system enhancements and ad-hoc reporting for internal customers.

Job description

About Us

Logisnext Americas Inc. has supported customers for more than 100 years as a technology-driven forklift manufacturer. In addition to being a forklift manufacturer, we are also a total solutions provider offering scalable products and services from material handling and automation to extensive fleet support.

About Us

Logisnext Americas Inc. has supported customers for more than 100 years as a technology-driven forklift manufacturer. In addition to being a forklift manufacturer, we are also a total solutions provider offering scalable products and services from material handling and automation to extensive fleet support.

About The Role

Lead, assist, and set priorities for FP&A team members in achieving organizational goals. Responsible for coordinating the business and operating plan processes and forecasting for P&L, balance sheet, and cash flow. Provide financial oversight, analysis, reporting, and recommendations to functional-area leadership and/or executive members, including opportunities to improve overall profitability and efficiency. Support periodic and ad-hoc analysis and management financial reporting to internal and external customers.

What You Will Do

• Lead team in providing analysis, reporting, and explanation of actual results and variances to budget/forecast
• Lead reporting to parent organization, auditors, and others as needed
• Semi-annual budgeting leadership and coordination, including full P&L, BS & CF
• Monthly forecasting responsibilities, including full P&L, BS, & CF
• Support strategic business initiatives, including financial analysis, reporting, and recommendations
• Identify and communicate areas of variance from plan/forecast that require management attention and action
• Lead projects that advance the company's reporting and analysis
• Support reporting system enhancements
• Ad-hoc reporting and analysis for various internal customers to address current business requirements
• Perform due diligence analysis of investment opportunities, including acquisitions, facilities investments, etc.

When & Where

• Hybrid office schedule
• Minimal travel

Qualifications

What you need to have:

• Bachelor’s Degree
• 10+ years of experience
• Strong written and verbal communication skills, including providing guidance and guidance to team members
• Able to interact at all levels of the organization, including presenting to business leaders
• Understanding of P&L, Balance Sheet & Statement of Cash Flows
• Budgeting/Forecasting Experience for P&L, Balance Sheet, and Cash Flows
• Ability to lead process change, especially facilitating teamwork across the organization
• Able to work under tight deadlines
• Microsoft Excel and PowerPoint

What Would Be Nice To Have

• OneStream Financial Reporting
• SAP ERP
• Data mining skills and experience utilizing Excel and other analytics tools

What We Offer

• Medical, dental, and vision benefits
• Paid Vacation, Sick Time, and Paid Holidays
• Profit Sharing Opportunities
• Flexible Spending and HSA Accounts
• 401k with automatic company contribution and company match
• Short-term and long-term disability insurance
• Life, Dependent Life, and AD&D Insurance
• Paid Parental Leave (Includes 6-8 weeks of maternity leave and 5 days of paternity leave)
• Employee Assistance Program
• Employee Discounts
• On-site fitness center (Houston & Marengo)
• On-the-job training and development

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Equal Opportunity Employer/Veterans/Disabled

Agency Disclaimer

Logisnext Americas Inc. does not accept unsolicited resumes from third party vendors. Any unsolicited resumes from a third party will become the property of the company to use at the company’s discretion, with the understanding that Logisnext Americas, Inc. will not be billed a fee for any such resumes. If a company is designated as an approved vendor, then said company can only provide assistance on those positions requested via a formal written agreement of support.