Financial Planning & Analysis Manager

Tuckahoe Holdings, LLC; Greenville (SC); On-site; USD 110,000 - 140,000; Full time

Job summary

Gateway Dealer Network in Piedmont, South Carolina, is seeking an experienced FP&A Manager to partner with the CFO and drive financial performance across our multi-location operations. You will lead budgeting, forecasting, and modeling, deliver monthly reports to executives, and build Power BI dashboards while modernizing reporting and data processes for better decision making.

This on-site role offers ownership, collaboration with IT and operations, and opportunities to influence strategic

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• At least 5 years FP&A or related experience.
• Strong budgeting, forecasting, modeling, variance analysis, and reporting.
• Advanced Microsoft Excel skills.
• Ability to translate financial information into practical business recommendations.

Responsibilities

• Lead budgeting, forecasting, and financial modeling processes.
• Analyze performance, identify trends, and provide recommendations to senior leadership.
• Develop Power BI dashboards and automate reporting.
• Maintain Prophix reporting and support financial reporting.

Skills

Financial analysis

Budgeting

Forecasting

Excel skills

Communication

Cross-functional

Leadership

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Power BI

Prophix

Job description

We take pride in our culture and strive to make Bobca** t - G **DN a place where people want to work, achieve excellence, remain curious and humble, and build lifelong relationships.

Financial Planning & Analysis (FP&A) Manager

Gateway Dealer Network is seeking an experienced Financial Planning & Analysis (FP&A) Manager to partner directly with our CFO and help drive financial performance across our growing, multi-location organization.

This highly visible, hands-on individual-contributor role offers the opportunity to influence business decisions, strengthen financial planning, and modernize financial reporting through business intelligence, automation, and improved data processes.

Who We Are

Gateway Dealer Network is one of the nation’s leading Bobcat equipment dealers, serving customers across multiple states. We help businesses build, maintain, and power their operations by providing premium equipment, exceptional service, and trusted expertise.

Our success is built on our people and our commitment to our SOLID values: Solutions, Ownership, Leadership, Integrity, and Dependability. We value employees who take ownership, embrace continuous improvement, and take pride in delivering results.

What You’ll Do

As our FP&A Manager, you’ll connect financial performance with operational decision-making while helping improve how financial information is analyzed, reported, and used across the organization.

Financial Planning & Business Analysis

• Lead budgeting, forecasting, and financial modeling processes.
• Analyze financial performance, identify trends, and provide actionable recommendations to senior leadership.
• Evaluate branch and department profitability, including equipment margins, parts inventory turns, service efficiency, rental utilization, and inventory aging.
• Distinguish same-store performance from acquisition-driven growth to provide clearer visibility into business results.
• Develop scenario analyses to support strategic planning and business decisions.

Financial Reporting & Performance Management

• Prepare monthly, quarterly, and annual financial reports for executive leadership, ownership, and lenders.
• Perform variance and KPI analysis across revenue, margins, operating expenses, and key business drivers.
• Conduct financial covenant analyses and prepare cash reporting for the parent company, lenders, and other financial partners.
• Maintain incentive compensation models and calculations.
• Maintain the Prophix reporting system to support accurate and reliable financial reporting.

Business Intelligence & Process Improvement

• Develop and maintain Power BI dashboards that deliver meaningful insights to business leaders.
• Identify opportunities to automate reporting, reduce manual processes, and improve efficiency.
• Partner with IT to define data requirements, strengthen data integrity, and improve reporting capabilities, with FP&A owning financial reporting logic and IT supporting infrastructure.
• Help transition the organization from static, manually assembled reporting to scalable, automated, and insight-driven financial reporting.

What You’ll Bring

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• At least 5 years of progressive experience in FP&A, corporate finance, or a related financial analysis role.
• Strong experience in budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Advanced Microsoft Excel skills.
• Ability to interpret complex financial information and translate findings into practical business recommendations.
• Strong analytical, problem-solving, and communication skills.
• Ability to collaborate effectively with finance, operations, IT, and senior leadership.
• Ability to work independently, manage competing priorities, and take ownership of key deliverables.

Preferred Qualifications

• Experience with Power BI or comparable business intelligence and dashboard reporting tools.
• Experience with Prophix financial reporting or planning software.
• Background in a multi-location, distribution, equipment dealership, rental, or similarly operationally complex business.
• Experience improving financial processes, automating reporting, or supporting finance transformation initiatives.

Why Join Gateway Dealer Network?

This is an opportunity to make a meaningful impact in a growing, operationally complex business. You’ll work directly with executive leadership, help shape financial decision-making, and play an important role in modernizing the organization’s reporting and analytical capabilities.

If you enjoy solving business challenges, improving processes, and turning financial data into actionable insights, we’d like to hear from you.

Work Location & Employment Requirements

This is a full-time, on-site position based in Piedmont, South Carolina. Relocation assistance is not available. Candidates must be authorized to work in the United States without current or future employer sponsorship.

We are always on the lookout for people who bring fresh perspective and life experiences to our team.