JOB DESCRIPTION:
- Lead the annual budget, quarterly forecasting, long-range financial planning, and cash flow forecasting processes.
- Monitor financial and operational performance, analyze variances, and identify key risks and opportunities to support business objectives.
- Partner with senior leadership and business stakeholders to provide financial guidance, decision support, and actionable recommendations.
- Conduct financial analysis to support strategic initiatives, growth opportunities, operational improvements, and profitability goals.
- Manage banking relationships, including business performance reviews and borrowing requirements.
- Develop executive dashboards, KPI reporting, and management presentations to deliver meaningful business insights.
- Drive process improvements through automation, data analytics, and enhanced financial reporting capabilities.
- Collaborate cross-functionally with Accounting, IT, and Operations to improve data quality, financial transparency, and organizational performance; perform additional duties as needed to support evolving business needs.
RECOMMENDED QUALIFICATIONS:
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required. MBA, CPA, CFA, CMA, or equivalent advanced credentials preferred.
- 8-12+ years of progressive experience in FP&A, corporate finance, or related financial disciplines.
- Strong track record of partnering with senior leaders and influencing business decisions.
- Advanced expertise in financial planning & analysis, including financial modeling, budgeting, forecasting, performance management, and financial statement analysis.
- Strong technical proficiency with Microsoft Excel, PowerPoint, ERP/FP&A systems (preferably D365 and/or Vena FP&A tool), and business intelligence tools such as Power BI.
- Excellent communication, collaboration, and problem-solving skills, with the ability to manage priorities, adapt to changing business needs, maintain accuracy, and deliver exceptional internal and external customer support.
Equal Opportunity Employer
Foley, Incorporated does not discriminate against any person applying for employment based on race, color, sex, age, religion, national origin or citizenship status, physical or mental disability, marital status, sexual orientation, gender identity, status as a covered Veteran, or any other legally protected status.
This contractor and subcontractor shall abide by the requirements of 41 CFR 60.300.5(a) and 41 CFR 60.741.5(a). These regulations prohibit discrimination against qualified individuals on the basis of disability and protected veteran status, and require affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities and protected veterans.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- 8-12+ years of progressive experience in FP&A, corporate finance, or related financial disciplines
- Experience partnering with senior leaders and influencing business decisions
- Advanced expertise in financial modeling, budgeting, forecasting, performance management, and financial statement analysis
- Strong proficiency with Microsoft Excel and PowerPoint
- Experience with ERP or FP&A systems
- Excellent communication, collaboration, problem-solving, prioritization, adaptability, accuracy, and customer support skills
- MBA, CPA, CFA, CMA, or equivalent advanced credential
- Experience with Microsoft Dynamics 365 and/or Vena FP&A
- Experience with business intelligence tools such as Power BI
What We Do
Foley, Incorporated is the exclusive Caterpillar Equipment dealer serving eastern Pennsylvania, New Jersey, Staten Island, northern Delaware and Bermuda. We offer full-service industry solutions with our earth moving, power systems, marine, rental store and on-highway divisions. Our employees, combined with the world class manufacturing of Fortune 500 powerhouse, Caterpillar, is the reason Foley had remained one of the premier dealerships in our industry for over 60 years. Foley, Incorporated has been a Cat equipment dealer since 1957, spanning three generations of the Foley Family. Jamie Foley is CEO and Ryan Foley is President. Kim Foley is Chairman of the Board. Our dealership provides sales, parts, service and support for Caterpillar in the following industries: Heavy Construction Equipment, Diesel Engines, Power Generation, Marine and Commercial/Industrial Engines. In addition, we have a bumper to bumper On-Highway Truck service shop. Our Vision: We create customer experiences that create customers for life. Our Mission: We respond to our customers with innovative solutions to help them build and power our future. Our Values: We will adhere to our values in everything we do... Trust Communication Relationships Excellence Astonishment Our Critical Success Factors: The things the organization needs to go right in order for us to achieve our Vision and Mission. Change the Culture Customer Experience Grow the Business Leverage Technology
