Senior Financial Planning Analyst

Murray Resources - Best Staffing Agency; Houston (TX); On-site; USD 125,000 - 135,000; Full time

Benefits offered by this job

Discretionary bonus

401K matching

Job summary

Unknown is seeking a Senior FP&A Analyst to join our team in Houston, TX. This hands-on role owns the rental segment P&L, fleet balance sheet, and capital allocation for fleet acquisition and redeployment.

You will blend FP&A and controllership experience to drive forecasting, reporting, rate analysis, and strategic insight in a fast-paced equipment rental environment. The ideal candidate has 10+ years of finance experience and strong Excel/ERP skills, with a proven ability to deliver

Qualifications

• 10+ years of progressive finance experience preferred, ideally within equipment rental or asset-intensive environments.
• Strong FP&A and controllership background with P&L structuring and cost allocation.
• Ability to translate drivers into executive-ready insights across operations.

Responsibilities

• Own analytical reporting for rental segment P&L, fleet balance sheet, and capital allocation decisions.
• Build revenue bridges decomposing rental revenue changes by fleet size, utilization, rate realization, mix, and contract duration.
• Analyze rate factors vs targets and market benchmarks; recommend rate card changes and elasticity models.
• Model contract duration mix to assess impacts on realized yield and delivery cost intensity.
• Quantify ancillary revenue capture and transportation cost recovery across branches and products.
• Evaluate re-rent economics, rent-to-rent and rent-to-sell impacts on margins and utilization.
• Develop and maintain analytics measuring maintenance, service performance, and uptime.
• Support fleet replacement planning with reliability trends and major component failures.
• Provide insights linking maintenance to utilization, revenue, and profitability.

Skills

FP&A

Controllership

P&L analysis

Financial reporting

Excel modeling

Tools

ERP systems

BI tools

Rental operations systems

Job description

Our client, an established organization in the heavy equipment industry, is seeking a Senior FP&A Analyst to join their team. This role will serve as the analytical owner of the rental segment P&L, rental fleet balance sheet, and the capital allocation process for fleet acquisition, redeployment, and disposition. The ideal candidate brings a strong blend of FP&A and controllership experience and thrives in a fast-paced, hands-on environment.

Salary + Additional Benefits:

• $125,000-$135,000
• Discretionary Bonus
• 401K - company match

Location: Houston, TX

Type of Position: Direct Hire

Responsibilities:

• Own the analytical reporting for the rental segment P&L, rental fleet balance sheet, and capital allocation process supporting fleet acquisition, redeployment, and disposition decisions.
• Build and maintain revenue bridges that decompose rental revenue change into fleet size, physical utilization, rate realization, mix, and contract duration to identify key drivers of performance.
• Track rate realization versus book rate by product family, branch, customer, sales representative, and contract type; quantify discount leakage and identify specific drivers.
• Analyze rate factor versus internal targets and market benchmarks; recommend rate card changes and model utilization elasticity for proposed adjustments.
• Model contract duration mix and evaluate impacts on realized yield, delivery cost intensity, and service/shop turnaround load.
• Quantify ancillary revenue capture, including damage waiver penetration, environmental/ancillary fees, fuel, delivery and pickup billing, telematics fees, and bundled attachment packages.
• Measure transportation cost recovery by branch and radius (freight/haul revenue billed versus fully loaded delivery cost, including owned trucking where applicable).
• Analyze re-rent/sub-rent economics including volume, gross margin, vendor concentration, and whether re-rent is flexing capacity appropriately versus masking structural fleet gaps.
• Separate and report rent-to-rent versus rent-to-sell activity, including impacts on carrying costs, margins, and utilization.
• Own definitions, calculations, and data integrity for physical utilization, financial utilization, and OEC on rent, including proper treatment of units in shop, held for sale, in transit, and on standby.
• Reconcile machine operating hours data to billed rental days to identify under-billing, potential over-hours exposure, unauthorized use, and idle-time patterns signaling customer over-fleeting.
• Produce utilization analysis by class, branch, and season; identify chronically underutilized OEC and recommend redeployment, class rebalancing, or disposition.
• Establish and maintain class-level utilization targets calibrated to product families and equipment categories.
• Quantify the cost of fleet unavailability, including revenue lost due to downtime, parts delays, damage repair, and transportation delays; measure return-to-rent readiness cycle time.
• Analyze fleet mix versus demand, including fill rate and lost-rental tracking (declined quotes by class/branch and estimated OEC required to capture unmet demand).
• Develop and maintain analytics that measure maintenance and repair operational effectiveness and economic performance.
• Analyze service performance metrics such as technician productivity/efficiency, wrench time, shop capacity utilization, preventive maintenance compliance, repair cycle time, and make-ready performance.
• Build unit- and class-level reporting for maintenance cost per hour, maintenance cost per revenue dollar, cost per repair event, cost per preventive maintenance event, warranty recovery, and rebuild costs.
• Identify recurring failure patterns and recommend actions to reduce downtime, improve reliability, extend economic life, and improve fleet readiness.
• Support fleet replacement planning through analysis of reliability trends, component life cycles, repair frequency, and major component failures.
• Quantify the economic impact of preventive maintenance programs, rebuild programs, component replacement programs, and service process improvements.
• Partner with service leadership to improve readiness, reduce downtime, and maximize return on fleet investments; link maintenance performance to utilization, revenue, productivity, and profitability.
• Own the analytical framework governing fleet availability, reservation fulfillment, and demand forecasting across locations and branches.
• Establish and track fleet availability metrics such as ready-to-rent percentage, available fleet percentage, and availability by class/branch/district.
• Quantify key drivers of unavailability including preventive maintenance, corrective repairs, damage, parts delays, transportation delays, and inspection requirements.
• Develop and maintain demand forecasting models by equipment class, market, seasonality, customer segment, and branch.
• Analyze reservation activity including reservations booked, conversion rates, cancellations, and fulfillment rates.
• Establish lost rental analytics to identify equipment shortages, geographic imbalances, pricing-related losses, transportation constraints, competitor wins, and customer cancellations.
• Measure fill rate performance and estimate revenue opportunity associated with unmet demand; provide recommendations for fleet expansions, redeployments, category growth, and seasonal adjustments.
• Develop and maintain customer profitability reporting and analyze profitability/return metrics by customer, account segment, sales rep, branch/district, and industry segment.
• Measure customer contribution using revenue, gross margin, contribution metrics, fleet productivity, transaction volume, transportation costs, and service costs.
• Develop customer lifetime value models and partner with sales leadership to identify share‑of‑wallet opportunities, customer concentration risks, and account expansion opportunities.
• Analyze sales performance (revenue growth, rate realization, discount leakage, conversion ratios, retention) and support sales/territory deployment strategies through actionable analytics.
• Provide reporting that quantifies return on commercial investments and identifies highest‑value customer segments for future growth.
• Support fleet strategy, category management, and long‑term capital deployment decisions through structured analysis and recommendations.

Requirements:

• 10+ years of progressive finance experience preferred, ideally within equipment rental, heavy equipment, or a similar asset-intensive environment.
• Strong hybrid background across FP&A and controllership, including P&L structuring, cost allocation, and financial reporting support.
• Ability to operate at both unit-level and portfolio-level analysis, translating operational drivers into financial outcomes and executive-ready insights.
• Demonstrated ability to work cross-functionally with accounting and operational teams to obtain data, improve processes, and deliver accurate reporting.
• Experience leading or mentoring others; ability to manage at least one direct report and contribute as a hands‑on leader.
• Entrepreneurial, self‑directed mindset with the ability to prioritize and execute with limited day‑to‑day direction in a fast‑paced environment.
• Advanced Excel skills and comfort working in a high‑volume reporting environment; ability to navigate and learn ERP, rental operations systems, and reporting/BI tools (without reliance on a system overhaul).
• Strong communication and stakeholder management skills, including the polish to interface effectively with legacy accounting teams and operational leadership.

Due to the high volume of applications we typically receive, we regret that we are not able to personally respond to all applications. However, if you are invited to take the next step in the process, you will typically be contacted within one week of submitting your application. #LI-DNI