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Overview
The Senior FP&A Analyst will play a critical role in supporting financial planning, forecasting, and strategic decision-making across the dealership network. The role will partner closely with operational leaders, department heads, and executive management to drive performance through data-driven insights, financial modeling, and advanced reporting. This is a high-visibility role that involves continuous process improvement in a dynamic, multi-location dealership environment.
Summary of Responsibilities
Develop and maintain advanced financial models to support short- and long-term planning for all dealership locations
Analyze dealership performance by segment (e.g., Ag, Turf, Compact Construction, Parts, Service, Precision Ag)
Provide monthly financial analysis and executive-level commentary on performance drivers and variances
Support and lead annual budgeting and rolling forecast processes by location, department, and product category
Track and report on key dealership metrics including absorption rate, technician productivity, and gross margin by department
Assist with headcount and workforce planning across parts, service, and sales departments
Provide capital investment analysis (e.g., new locations, shop expansions, equipment purchases), including ROI tracking
Prepare and manage board and executive financial presentations
Analyze pricing strategy, margin trends, and sales performance by customer segment and geography
Support cash flow forecasting and working capital analysis, with a focus on inventory turnover and floorplan utilization
Collaborate with operational managers and store leaders to gather insights and validate financial assumptions
Improve operational KPI reporting and dashboards using BI tools (Power BI, Targit, etc.)
Handle ad hoc financial analyses and special projects from the CFO and senior leadership
Key Qualifications & Competencies
Strong understanding of dealership operations, preferably in agricultural, construction, or heavy equipment sectors
Experience with business systems used in dealerships (e.g., JDQuote2, Equip, PFW/Integra, CDK) is highly desirable
Advanced Excel and financial modeling skills
Experience with BI/reporting tools such as Power BI, Targit, or Tableau
Strong analytical mindset with excellent attention to detail
Excellent communication skills, with the ability to present complex data in a clear and concise manner
Highly organized and self-motivated with the ability to manage multiple priorities
Education & Certifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
4–6 years of progressive experience in FP&A or corporate finance
Experience in dealership, retail, distribution, or capital equipment industries strongly preferred
CPA, CFA, or MBA is a plus but not required
Salary Range $95,000-$125,000 plus a 20% target bonus.
Working Conditions The work environment/physical demand characteristics described here are representative of those the employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Work Environment is primarily office-based, with a standard Monday–Friday work schedule. The role is typically located at the corporate headquarters or regional office, with a professional business-casual environment.
Occasional travel to dealership locations (estimated 10–15%) may be required for financial reviews, site visits, and collaboration with dealership managers or regional leadership teams.
Ability to sit for extended periods working at a computer
Occasional standing, walking, or light lifting (under 25 lbs)
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Summary of Responsibilities
Develop and maintain advanced financial models to support short- and long-term planning for all dealership locations
Analyze dealership performance by segment (e.g., Ag, Turf, Compact Construction, Parts, Service, Precision Ag)
Provide monthly financial analysis and executive-level commentary on performance drivers and variances
Support and lead annual budgeting and rolling forecast processes by location, department, and product category
Track and report on key dealership metrics including absorption rate, technician productivity, and gross margin by department
Assist with headcount and workforce planning across parts, service, and sales departments
Provide capital investment analysis (e.g., new locations, shop expansions, equipment purchases), including ROI tracking
Prepare and manage board and executive financial presentations
Analyze pricing strategy, margin trends, and sales performance by customer segment and geography
Support cash flow forecasting and working capital analysis, with a focus on inventory turnover and floorplan utilization
Collaborate with operational managers and store leaders to gather insights and validate financial assumptions
Improve operational KPI reporting and dashboards using BI tools (Power BI, Targit, etc.)
Handle ad hoc financial analyses and special projects from the CFO and senior leadership
Key Qualifications & Competencies
Strong understanding of dealership operations, preferably in agricultural, construction, or heavy equipment sectors
Experience with business systems used in dealerships (e.g., JDQuote2, Equip, PFW/Integra, CDK) is highly desirable
Advanced Excel and financial modeling skills
Experience with BI/reporting tools such as Power BI, Targit, or Tableau
Strong analytical mindset with excellent attention to detail
Excellent communication skills, with the ability to present complex data in a clear and concise manner
Highly organized and self-motivated with the ability to manage multiple priorities
Education & Certifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
4–6 years of progressive experience in FP&A or corporate finance
Experience in dealership, retail, distribution, or capital equipment industries strongly preferred
CPA, CFA, or MBA is a plus but not required
Salary Range $95,000-$125,000 plus a 20% target bonus.
Working Conditions The work environment/physical demand characteristics described here are representative of those the employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Work Environment is primarily office-based, with a standard Monday–Friday work schedule. The role is typically located at the corporate headquarters or regional office, with a professional business-casual environment.
Occasional travel to dealership locations (estimated 10–15%) may be required for financial reviews, site visits, and collaboration with dealership managers or regional leadership teams.
Ability to sit for extended periods working at a computer
Occasional standing, walking, or light lifting (under 25 lbs)
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