Financial Planning and Analysis Manager - Field

Summit School Services LLC; Warrenville (IL); On-site; USD 110,000 - 170,000; Full time

Job summary

Summit School Services LLC is seeking a Manager of Financial Planning & Analysis to lead strategic finance for Maintenance, Asset Management, and Procurement. You will drive budgeting, forecasting, capital planning, and reporting while partnering with leaders to achieve profitable growth.

The role requires a 10+ year track record in finance, a bachelor’s in accounting or finance, and ideally an MBA/CPA/CMA with strong modeling and analytical skills. Transportation experience is a plus.

Qualifications

• Bachelor’s degree in accounting or finance is required.
• 10+ years of progressive finance, accounting, or FP&A experience.
• MBA, CPA, CMA, or equivalent certification preferred.
• Strong financial modeling, analytical, and business partnering skills.
• AI experience with Claude or other tools preferred.
• Experience in the transportation industry is preferred.

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning for Maintenance, Asset Management, and Procurement.
• Provide financial leadership for maintenance cost centers, including labor, parts, vendor, and facility expenses.
• Partner with operations leaders to identify cost optimization opportunities and improve financial performance.
• Lead FP&A for fleet asset acquisitions, replacement strategies, and lifecycle management.
• Develop capital investment analyses and business cases for fleet and operational projects.
• Prepare monthly management reports, KPIs, variance analyses, and executive presentations.
• Drive continuous improvement in reporting, forecasting accuracy, and financial processes.

Skills

Financial modeling

Analytical skills

Business partnering

Strategic finance

Cost optimization

Forecasting

Reporting

AI experience

Education

Bachelor’s degree in accounting or finance

MBA or CPA/CMA preferred

Job description

The Manager of Financial Planning & Analysis is a strategic finance leader responsible for providing financial oversight, planning, analysis, and business partnership for the Maintenance organization, Asset Management, Procurement. This position leads budgeting, forecasting, capital planning, and operational performance reporting while partnering with business leaders to drive financial discipline and profitable growth.

Key Responsibilities

• Lead annual budgeting, forecasting, and long-range planning processes for Maintenance, Asset Management, and Procurement.
• Provide financial leadership for maintenance cost centers, including labor, parts, vendor, and facility expenses.
• Partner with operations leaders to identify cost optimization opportunities and improve financial performance.
• Lead financial planning and analysis for fleet asset acquisitions, replacement strategies, and lifecycle management.
• Develop capital investment analyses and business cases for fleet and operational projects.
• Prepare monthly management reports, KPIs, variance analyses, and executive presentations.
• Drive continuous improvement in reporting, forecasting accuracy, and financial processes.

REQUIREMENTS:

• Bachelor’s degree in accounting or finance.
• 10+ years of progressive finance, accounting, or FP&A experience.
• MBA, CPA, CMA, or equivalent certification preferred.
• Strong financial modeling, analytical, and business partnering skills.
• AI experience with Claude or other tools preferred.
• Experience in the transportation industry is preferred.

Success Measures

• Forecast accuracy and budget performance.
• Effective management of maintenance and fleet-related costs.
• Improved asset utilization and capital investment returns.
• Timely and accurate financial reporting and decision support.