Financial Planning Analyst

RDO Equipment Co.; Fargo (ND); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Flexible work-life balance

Career growth opportunities

Downtown Fargo workspace

Competitive compensation & bonus

Comprehensive benefits package

Core values-driven culture

Job summary

RDO Equipment Co. is seeking a Financial Planning Analyst to partner with field leadership, build financial models, and lead budgeting and forecasting across locations. You will translate data into actionable insights to support decision-making and long-term planning.

Ideal candidates have 2–3 years of financial analysis experience, a bachelor’s degree in Accounting/Finance/Business, and advanced Excel skills. This role is on-site in Fargo, ND with strong growth opportunities.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business.
• 2–3 years of relevant financial analysis, planning, or related experience.
• Strong analytical and problem-solving skills with attention to detail.
• Advanced Microsoft Excel skills and ability to work with large data sets.

Responsibilities

• Support annual budgeting, forecasting, and ongoing business planning for field operations.
• Develop rolling/perpetual budgets by analyzing revenue, costs and drivers.
• Prepare financial analyses and KPI insights for regions, stores or functions.
• Collaborate with General Managers to refine action plans and monitor performance.
• Assist in improving planning, reporting and incentive plan criteria.

Skills

Analytical thinking

Problem solving

Attention to detail

Advanced Excel

Data interpretation

Education

Bachelor’s degree in Accounting, Finance, or Business

Tools

Microsoft Excel

Job description

The Financial Planning Analyst plays a key role in supporting business leaders with timely, actionable financial insights that drive informed decision-making. This position serves as a strategic partner to field leadership, combining financial modeling, budgeting, and performance analysis to support both near‑term execution and long‑term planning. This role is well suited for an analytical professional who enjoys translating data into meaningful insights, collaborating with operational leaders, and identifying opportunities to improve business performance across a complex organization.

What’s In It For You:

• Flexibility to support your work-life balance.
• Growth and learning opportunities to help you advance your career.
• State-of-the-art workspaces and amenities in the heart of downtown Fargo.
• Competitive compensation and bonus opportunities to match your skills and experience.
• A comprehensive benefits package that supports your well-being. For more details and to view these offerings, visit RDO’s benefits page.
• A company that lives by its core values: they’re not just words on a wall – they’re how we work, grow, and lead. Click here to learn more.

Why RDO?

When you join RDO Equipment Co., you’ll become part of an industry-leading team providing a world‑class experience for customers who do vital work. We deal in iron from the world’s leading equipment and technology manufacturers, but we’re a people business first. RDO has grown from humble roots, guided by a family’s values, and shaped by the strengths, voices and entrepreneurism of our team members.

RDO's field support team members provide support for our dealership teams across the nation. Nestled in the heart of downtown Fargo, the RDO Field Support Office is a collaborative environment where your skills will be cultivated while you work alongside teams with the shared goal of partnering with the field as they serve customers.

Ready to join the field support office and make your impact within our growing organization?

What You Will Do:

• Financial Planning and Budgeting: Support assigned field operations with annual budgeting, forecasting, and ongoing business planning.
• Develop and refine rolling/perpetual budgets by analyzing trends in revenue, costs, expenses, and operational drivers.
• Performance Analysis and Insights: Prepare regular financial analyses for assigned regions or locations, including department, store, or function‑level insights. Evaluate key performance indicators and assess their impact on financial results and long‑term initiatives.
• Business Partnership: Collaborate closely with General Managers to support the development, tracking, and refinement of action plans. Provide ongoing consultation to management on financial performance, risks, and opportunities.
• Process Improvement and Strategic Support: Assist in streamlining financial planning, reporting, and analysis processes to improve efficiency and clarity. Support the development of company‑sponsored incentive and bonus plan criteria aligned with business objectives.
• For a complete list of duties and responsibilities, view the full job description here.

What You Will Need:

• Education: Bachelor’s degree in Accounting, Finance, or Business.
• Experience: 2–3 years of relevant experience in financial analysis, planning, or a related field.
• Skills: Strong analytical and problem‑solving skills, with attention to detail and the ability to see the broader business context. Advanced Microsoft Excel skills; comfort working with large data sets and multiple data sources.
• Travel: Ability to travel up to 25%.
• Valid work authorization: Candidates must have valid work authorization and be able to work in the U.S. without company sponsorship.

Why You’ll Love It Here:

• Business Impact: Play a visible role in helping leaders make informed decisions by turning financial data into insights that directly influence business performance.
• Values‑Driven Organization: Join a company that prioritizes integrity, accuracy, and doing the right thing.
• Meaningful Impact: Lead and influence decisions that ensure accurate, timely, and useful financial information for leaders across the organization.
• Collaborative Culture: Be part of a team‑driven environment that values thoughtful analysis, open communication, and shared accountability.