Financial Planning & Analysis Analyst
This role supports the FP&A function with financial reporting, budgeting, forecasting, and strategic analysis across the organization. Will play a key part in budgeting, performance tracking, and decision support, with added exposure to treasury operations, fleet management, and client support. The ideal candidate will be a "data-first" finance professional, using SQL and Power BI to automate reporting and drive visibility into company performance.
RESPONSIBILITIES:
- Support annual budgeting, updating forecasts, and scenario planning activities .
- Prepare monthly and quarterly variance analysis and management reporting packages.
- Assist in reviewing sales team performance and advise on various compensation analysis .
- Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.
- Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.
- Utilize AI tools to drive automation of existing manual reporting processes throughout the organization.
- Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control.
- Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support.
- Conduct ad hoc financial analysis and support executive-level presentations.
QUALIFICATIONS:
- Minimum three years of progressive FP&A, corporate finance, or related experience.
- Bachelor's Degree in Finance or Accounting
- Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros).
- Advanced Excel skills (financial modeling, nested formulas, pivot tables).
- Proficiency in SQL for data extraction and joining disparate data sets.
- Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling.
- Practical experience with treasury operations or cash flow modeling.
- Proficient in Microsoft Office, including Excel, Word, PowerPoint.
- Experience working with ERP systems such as NetSuite or SAP.
- Ability to present complex financial and data-driven insights to non-finance stakeholders.
- Ability to manage multiple priorities and adapt quickly as business needs evolve.
Drug Free Employer
Skills Required
- Minimum three years of progressive FP&A, corporate finance, or related experience
- Bachelor's degree in Finance or Accounting
- Strong understanding of generally accepted accounting procedures
- Advanced Excel skills, including financial modeling, complex or nested formulas, pivot tables, and macros
- Proficiency in SQL for data extraction and joining disparate data sets
- Experience building complex Power BI reports, including DAX, Power Query, and data modeling
- Practical experience with treasury operations or cash flow modeling
- Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
- Experience with ERP systems such as NetSuite or SAP
- Ability to present complex financial and data-driven insights to non-finance stakeholders
- Ability to manage multiple priorities and adapt quickly as business needs evolve
What We Do
Yes, we confess, we’re fleet geeks and proud of it. We live for the opportunity to help you build and manage a lean, mean, safe and productive fleet. We’re excited to put six decades of fleet expertise to work for you every day, in every way, to help you rein in your fleet costs, free up your cash flow, and transform your fleet into a force that nails your business goals, elevates your customer service, and gives you a competitive advantage. Unlike some fleet management companies, we treat you as an invaluable client, no matter what size your fleet is. Our nimble, knowledgeable team is always ready to personally respond to your questions and concerns. We won’t ignore you after the “honeymoon phase” has past. Instead, we partner with you for the long-haul, learning everything we need to know about your business and fleet to consistently match your needs with the ideal vehicles, truck and van equipment, financing and management services. We are geared up to provide you with ongoing, proactive support, including an in-depth analysis of your fleet usage, expenditures and needs on an annual basis. We measure this data against industry benchmarks and recommend enhancements that will optimize your fleet operations, lower your total cost of ownership, increase your brand awareness, and prepare your fleet for the road ahead. We offer end-to-end fleet services including flexible, personalized leasing and financing, vehicle acquisition and upfitting, remarketing, electrification, maintenance management, fuel management, telematics, Albert IQ™ (our proprietary vehicle and driver monitoring platform), administrative and driver fleet management, toll management, risk management, registration renewals and DOT compliance. We can help you a little, a lot, or somewhere in between. Your choice. We are one of the top 10 fleet management companies in the country, proudly rooted in Cincinnati, Ohio, and happily serving fleet clients in any industry across North America.
