Senior FP&A Leader: Strategy, Forecasting & Growth

Wheeler Machinery Co.; West Valley City (UT); On-site; USD 120,000 - 180,000; Full time

Job summary

Wheeler Machinery Co. in West Valley City, UT seeks a Director of Financial Planning and Analysis to lead planning, budgeting, forecasting, performance management, variance analysis, and decision support.

You will develop and mentor a FP&A team, drive annual budgets, rolling forecasts, and scenario analyses, partner with sales, operations, and finance, and deliver insights to improve growth, margins, cash, and capital.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA and/or MBA preferred.
• Minimum of 10 years of experience in finance or accounting, including at least 5 years in a managerial role.
• Excellent analytical, problem-solving, and communication skills.
• Advanced proficiency in financial modeling, forecasting, and scenario analysis.
• Experience with strategy development and implementation.
• Able to communicate effectively and lead others through change and new strategic initiatives.
• Able to build effective teams, coach and develop others.
• Ability to work collaboratively with cross-functional teams.
• Strong business acumen and an understanding of dealership business
• Integrity and professionalism.

Responsibilities

• Serve as trusted financial business partner to organizational leadership.
• Facilitate long range planning and maintain the three-year financial model, translating strategic objectives into a financial illustration of the strategy.
• Validate that the Annual Business Plan and the forecast are aligned with strategic objectives and adequately resourced.
• Lead the FP&A team, mentorship and performance evaluations; build bench strength and progression paths.
• Own the monthly and rolling forecast process for revenue, gross profit, EBITDA, free cash flow, and working capital.
• Lead budgeting, including calendar, milestones, and assumption discipline across the Company.
• Deliver monthly business unit financial reporting packages and MBR decks.
• Provide ongoing financial modeling and scenario analysis for business partners.

Skills

Financial modeling

Forecasting

Leadership

Communication

Analytics

Education

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

CPA and/or MBA preferred

Tools

Financial systems

Job description

Wheeler Machinery Co. in West Valley City, UT seeks a Director of Financial Planning and Analysis to lead planning, budgeting, forecasting, performance management, variance analysis, and decision support.

You will develop and mentor a FP&A team, drive annual budgets, rolling forecasts, and scenario analyses, partner with sales, operations, and finance, and deliver insights to improve growth, margins, cash, and capital.