Financial Planning & Analysis Manager
Peterson Caterpillar Peterson Caterpillar San Leandro, CA San Leandro, CA Full-time Full-time $130,000 - $160,000 a year $130,000 - $160,000 a year Peterson Cat has a need for an experienced Financial Planning & Analyst Manager at our San Leandro, CA location.
The Financial Planning & Analyst (FP&A) Manager will be responsible for all facets of corporate and consolidated financial planning and analysis.
The FP&A Manager will partner with various business units and upper management, gain invaluable experience with visibility into Peterson's business & operations and create impact within a growing Finance organization.
The FP&A Manager will be deeply involved with high-profile strategic and operational initiatives, deliver business analytics & insights and make recommendations for short and long-term decisions.
Job functions include the following:
Work cross-functionally with operations and business teams to prepare quarterly rolling forecasts and annual business plans.
Lead forecast processes, including income statement, cash flow, balance sheet and financial covenants.
Develop long-range analysis and forecasts.
Prepare what-if models, discounted cash flow models and analysis, business analysis, pro forma financial statements and forecasts and make recommendations to assist with short- and long-term decision-making.
Prepare variance analysis and address variances with business unit leaders.
Develop, assess and maintain metrics to help drive financial and operational performance.
Report on financial forecasts and provide actionable insights to upper management.
Develop and maintain relationships with business units to support overall financial strategy and achieve strong business results Continuously streamline processes to eliminate inefficiencies and improve results.
Leverage Workday, Adaptive, Salesforce and SQL to automate and enhance existing processes.
Assist in the development of overall financial and business strategy.
Supervise a team of analysts:
hire, train, develop, and address performance issues in a timely manner and with documentation.
Perform ad hoc financial analysis as required A candidate for the opening needs a Bachelor's Degree from a fully accredited college in Accounting or Finance, or a closely related field; a minimum of 7 years of directly related experience in financial analysis or an equivalent combination of education and work experience.
Thorough knowledge of corporate finance concepts.
FPAC Certification is a plus.
Supervisory experience is required.
Job Type:
Full-time Pay:
$130,000.
00 - $160,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
San Leandro, CA 94577:
Reliably commute or planning to relocate before starting work (Required) Work Location:
Hybrid remote in San Leandro, CA 94577.
Estimated Salary: $20 to $28 per hour based on qualifications.
The Financial Planning & Analyst (FP&A) Manager will be responsible for all facets of corporate and consolidated financial planning and analysis.
The FP&A Manager will partner with various business units and upper management, gain invaluable experience with visibility into Peterson's business & operations and create impact within a growing Finance organization.
The FP&A Manager will be deeply involved with high-profile strategic and operational initiatives, deliver business analytics & insights and make recommendations for short and long-term decisions.
Job functions include the following:
Work cross-functionally with operations and business teams to prepare quarterly rolling forecasts and annual business plans.
Lead forecast processes, including income statement, cash flow, balance sheet and financial covenants.
Develop long-range analysis and forecasts.
Prepare what-if models, discounted cash flow models and analysis, business analysis, pro forma financial statements and forecasts and make recommendations to assist with short- and long-term decision-making.
Prepare variance analysis and address variances with business unit leaders.
Develop, assess and maintain metrics to help drive financial and operational performance.
Report on financial forecasts and provide actionable insights to upper management.
Develop and maintain relationships with business units to support overall financial strategy and achieve strong business results Continuously streamline processes to eliminate inefficiencies and improve results.
Leverage Workday, Adaptive, Salesforce and SQL to automate and enhance existing processes.
Assist in the development of overall financial and business strategy.
Supervise a team of analysts:
hire, train, develop, and address performance issues in a timely manner and with documentation.
Perform ad hoc financial analysis as required A candidate for the opening needs a Bachelor's Degree from a fully accredited college in Accounting or Finance, or a closely related field; a minimum of 7 years of directly related experience in financial analysis or an equivalent combination of education and work experience.
Thorough knowledge of corporate finance concepts.
FPAC Certification is a plus.
Supervisory experience is required.
Job Type:
Full-time Pay:
$130,000.
00 - $160,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Physical setting:
Office Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus pay Ability to commute/relocate:
San Leandro, CA 94577:
Reliably commute or planning to relocate before starting work (Required) Work Location:
Hybrid remote in San Leandro, CA 94577.
Estimated Salary: $20 to $28 per hour based on qualifications.
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