Financial Planning Analyst

Vermeermidwest; Illinois; On-site; USD 65,000; Full time

Job summary

A family-owned equipment dealership seeks a Financial Planning Analyst in Goodfield, IL. In this role, you'll support financial decision-making, manage reporting, and enhance process improvements. Join a collaborative team and enjoy benefits like health coverage and 401(k) profit sharing.

Benefits

Health Coverage

401(k)

Profit sharing

Paid Time Off

Company-paid life and disability insurance

Qualifications

• 3–5 years of relevant financial experience preferred.
• Strong knowledge of accounting principles and financial reporting.
• Self-starter with strong attention to detail.

Responsibilities

• Prepare and analyze monthly financial reports.
• Manage monthly Balanced Scorecard reporting.
• Oversee employee credit card program.

Skills

Accounting principles

Internal controls

Financial reporting

Advanced Excel

Analytical skills

Communication

Education

Bachelor’s degree in Accounting or related field

Tools

Microsoft Office

Accounting software

Job description

Financial Planning Analyst

Goodfield, IL
Full-Time

About Vermeer Midwest

At Vermeer Midwest, we’re not your average equipment dealership. We’re a family-owned company built on strong values, hard work, and a team-first culture. Every day, our people roll up their sleeves and make a real impact—for each other, our customers, and our communities. If you're ready to be Equipped to Do More, we’d love to meet you.

Pay:S65,000 annually

Schedule:

Day Shift

Monday to Friday

Are you a numbers-savvy professional looking to make a big impact in a growing organization? We’re seeking a Financial Planning Analyst to join our team and support high-level financial decision-making. In this role, you’ll work closely with the CFO to drive strategic planning, manage reporting, and contribute to process improvement initiatives across the business.

What You’ll Do

• Prepare and analyze monthly financial reports, including financial summaries, income statements, A/R aging, inventory turns, and rental deferral tracking.
• Manage monthly Balanced Scorecard reporting to measure business performance.
• Develop and maintain the monthly revenue forecasting model to support planning and budgeting efforts.
• Handle cash management responsibilities such as reviewing and processing cash transfers and disbursements.
• Oversee the employee credit card program, ensuring policy compliance and helping teams correct issues as needed.
• Collaborate with department managers to review key financial metrics and recommend improvements.
• Perform ad hoc analysis to support executive decision-making.

What You Bring

• Bachelor’s degree in Accounting or related field.
• 3–5 years of relevant financial experience preferred.
• Strong knowledge of accounting principles, internal controls, and financial reporting.
• Advanced Excel skills and proficiency in Microsoft Office and accounting software.
• Excellent communication and analytical skills, with the ability to explain complex data in clear terms.
• Self-starter with strong attention to detail and a proactive approach to solving problems.

Why You’ll Love Working Here

We offer a supportive, professional environment where your financial insights will shape business success. You’ll have the autonomy to take ownership of your work, while also contributing to a collaborative team that values accuracy, accountability, and continuous improvement.

• Health Coverage: Medical, dental, vision
• Financial Perks: 401(k), profit sharing
• Paid Time Off: Vacation, sick days, holidays
• Protection: Company-paid life, AD&D, and disability insurance

If you thrive in a fast-paced, high-impact environment and want to grow your career in financial planning, we’d love to hear from you. Apply today to join our team!

Vermeer Midwest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.