Financial Planning & Analysis Manager

Mobile-Air-; Tampa (FL); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Competitive pay with quarterly bonus

Health, Vision, and Dental Insurance

Life Insurance

401k with company match

Paid time off (vacation, sick days,hol

Career development and advancement

Employee discount programs

Job summary

Mobile Air & Power Rentals seeks a Financial Planning & Analysis Manager to partner with the business in Tampa, FL. This senior role drives financial planning, forecasting, and strategic initiatives across Sales, Operations, and Finance, delivering insights to improve revenue, profitability, and efficiency.

The role reports to the VP of FP&A and involves cross-functional collaboration, dashboards, and performance reviews to guide leadership decisions and drive business growth.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Analytics, or related field preferred.
• MBA or CPA preferred.
• 10+ years of relevant FP&A experience in forecasting, analytics, CRM/KPI dashboards, or related functions.
• Advanced Microsoft Excel skills required.
• Strong analytical and problem-solving abilities for actionable insights.
• Ability to travel 10-20%.

Responsibilities

• Lead recurring sales and business performance reviews with Regional Sales Directors and sales teams, using data and KPIs to evaluate performance and identify improvements.
• Analyze performance by customer, product line, market, and activity to identify growth and cost-recovery opportunities.
• Develop and enhance executive dashboards and reporting for visibility into sales, revenue, trends, and EBITDA opportunities.
• Support month-end close, monthly business reviews, forecasting, budgeting, and strategic planning with analytical reporting.
• Lead cross-functional projects focused on revenue growth, cost efficiencies, and operational improvements.
• Serve as Finance lead for enterprise initiatives including pricing reviews and standardization.
• Partner with Sales leadership to improve CRM utilization, data quality, dashboards, reporting, and adoption.
• Translate complex data into actionable recommendations for business leaders.

Skills

Analytical thinking

Leadership

Presentation skills

Cross-functional collaboration

Project management

Travel readiness

Education

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

MBA or CPA

Tools

Microsoft Excel

CRM systems

KPI dashboards

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Planning & Analysis Manager

Full Time TAMPA, FL, US

10 days ago Requisition ID: 1955

At Mobile Air & Power Rentals, we provide innovative cooling, heating, dehumidification, and power solutions for our customers nationwide. We rent out a vast array of equipment, including portable air conditioners, chillers, heaters, and generators, helping clients save time and money while enhancing their operations and memorable events.

We are immediately hiring a Financial Planning & Analysis Manager to join our dynamic team.

Why Mobile Air? Here are some of the perks & rewards:

• Competitive pay with quarterly bonus opportunities
• Health, Vision, and Dental Insurance
• Life Insurance
• 401k with company match
• Paid time off (vacation, sick days, holidays)
• Career development and advancement potential
• Employee discount programs

What you’ll do:

This highly visible role will serve as a strategic business partner across the organization, with a particular focus on identifying opportunities to drive revenue growth, improve EBITDA, enhance sales performance, and increase operational efficiency.

Reporting directly to the Vice President of Financial Planning & Analysis, this position will leverage financial, sales, and operational data to develop actionable insights and help business leaders make informed decisions. The FP&A Manager will work closely with Sales, Operations, FP&A, Executive Leadership, and other cross-functional teams to improve reporting, strengthen pipeline visibility, optimize CRM processes, and lead strategic initiatives that positively impact business performance.

Key Responsibilities

• Lead recurring sales and business performance reviews with Regional Sales Directors and sales teams, using data and KPIs to evaluate performance, identify opportunities, and establish actionable improvement plans.
• Analyze performance by customer, product line, market, sales activity, and other key business drivers to identify revenue growth and cost-recovery opportunities.
• Develop and enhance executive dashboards, graphs, and reporting to provide greater visibility into sales, revenue, business trends, and EBITDA improvement opportunities.
• Support month-end close, monthly business reviews, forecasting, budgeting, and strategic planning through analytical reporting.
• Lead cross-functional projects focused on revenue growth, cost efficiencies, operational improvements, and overall business performance.
• Serve as the Finance lead for enterprise-wide initiatives, including revenue optimization, cost recovery, customer pricing reviews, and operational standardization.
• Partner with Sales leadership to improve CRM utilization, data quality, dashboards, reporting, and user adoption.
• Develop and maintain reporting around pipeline, secured revenue, opportunity tracking, and other key sales metrics.
• Translate complex financial and operational data into clear, actionable recommendations for business leaders.
• Drive accountability and continuous improvement by identifying trends, opportunities, and performance gaps across the organization.
• Support additional strategic and financial initiatives as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Analytics, or a related field preferred.
• MBA or CPA preferred.
• 10+ years of relevant experience in FP&A, forecasting, sales analytics, business analytics, consulting, CRM systems/KPI dashboards, month-end close, financial reporting, SOX, or related financial functions.
• Advanced Microsoft Excel skills required.
• Strong analytical and problem-solving skills with the ability to translate data into actionable business insights.
• Demonstrated ability to lead cross-functional projects involving Sales, Operations, Finance, and Executive Leadership and influence business decisions.
• Excellent presentation and verbal communication skills, including the ability to effectively communicate analytical findings to business leaders.
• Strong organizational and project-management skills with the ability to manage multiple priorities and deadlines.
• Strong leadership and supervisory capabilities.
• Ability to travel approximately 10-20%.

Work Location & Travel

This position is primarily based at ourTampa headquarters and requires approximately 10-20% travel.