Corporate Director FP&A

Amerit Fleet Solutions • Charlotte, NC

2d • $175,000 - $200,000 • Onsite

About The Position

Amerit Fleet Solutions is a leading fleet maintenance company in the U.S. We are seeking a strategic and experienced Director of Corporate FP&A to lead our Corporate Finance team and drive financial performance and strategic insights across our organization. This executive-level role combines hands-on financial expertise with team leadership, process innovation, and strategic planning. You will oversee the end-to-end FP&A function, from annual budget development through monthly close and reporting, while building and mentoring a high-performing team.

Requirements

• 8+ years of experience in FP&A, corporate finance, or strategic finance, with 3+ years in a leadership or senior individual contributor role
• Demonstrated experience leading financial planning processes (annual budgets, forecasting, scenario modeling) in mid-market or larger organizations
• Experience with multi-unit or divisional consolidation and reporting in complex organizational structures
• Strong background in cash flow analysis, working capital management, and balance sheet management
• Team leadership and mentoring experience
• Advanced financial modeling and analysis skills with the ability to distill complex data into clear recommendations
• Expert-level Excel and financial analysis proficiency
• Excellent written and verbal communication skills with ability to present to C-suite, Board, and technical audiences
• Strong project management and process improvement orientation
• Proficiency with financial systems and consolidation tools
• Strong attention to detail, ownership mindset, and ability to deliver under tight deadlines

Nice To Haves

• Proven track record partnering with lenders or investors on financial reporting and covenant management
• Experience in high-growth, M&A-driven, or operations-intensive environments
• Bachelor's degree in Finance, Accounting, or related field (MBA, CPA, CMA, or FP&A certification preferred)
• Hands-on experience with OneStream, HFM, or Adaptive Planning highly preferred
• Demonstrated capability with data visualization tools (Power BI, Domo, Tableau, or similar) and scripting/automation tools (SQL, Python) a plus
• Comfort with emerging tools and AI applications (Claude, Copilot, etc.) to enhance analytical productivity

Responsibilities

• Own and lead the consolidated annual budget and quarterly forecast processes, setting timelines, driving assumptions alignment across the organization, and ensuring cross-functional buy-in from operational and business unit leadership
• Partner with Finance, Operations, and Business Unit leadership to develop realistic, data-driven forecasts and monthly risk/opportunity assessments that inform strategic decision-making
• Develop and maintain comprehensive cash flow and liquidity projections to support budgeting, strategic planning, and working capital management
• Establish and enforce consistent assumptions, rollup methodologies, and submission standards to ensure alignment and accuracy across all business units
• Oversee preparation of monthly financial close and reporting, including the three financial statements (P&L, Balance Sheet, Cash Flow), key metrics, and variance analysis
• Lead monthly business reviews with senior leadership, presenting consolidated financial results, operational KPIs, and strategic insights with compelling data visualizations and narratives
• Prepare financial reporting materials for Board of Directors and investor presentations, translating complex data into clear, actionable insights
• Monitor and drive cross-functional adherence to financial close timelines and reporting standards
• Consolidate and analyze monthly results across clients, divisions, and cost centers, identifying trends, risks, and opportunities
• Drive visibility into labor productivity, operational KPIs, and unit economics to support profitability improvement initiatives
• Prepare and deliver lender reporting packages, covenant analysis, and compliance documentation on schedule and to required specifications
• Manage cash flow planning and liquidity forecasting to optimize working capital and support debt management discussions with lenders
• Serve as primary contact for lender communications on financial reporting and performance matters
• Identify strategic trends, risks, and business opportunities; translate findings into actionable recommendations for leadership
• Develop business cases, financial models, and return-on-investment analyses to evaluate new initiatives, acquisitions, and investments
• Provide strategic financial insights to support M&A evaluation, operational efficiency initiatives, and cost optimization programs
• Lead, mentor, and develop a team of 2-3 FP&A professionals, fostering a culture of continuous improvement, analytical rigor, and strategic thinking
• Establish team goals, drive performance standards, and provide regular coaching and feedback to support career development
• Identify talent needs and participate in recruitment and onboarding of FP&A team members
• Assist with OneStream implementation strategy, including data architecture, process design, and continuous system optimization
• Lead process automation and system transformation initiatives to improve accuracy, speed, and analytical capability
• Identify and implement technology solutions and best practices to enhance financial planning, reporting, and analytics

Benefits

• Full benefits within 30 days
• Medical, dental, vision, prescription drug coverage, life insurance, disability insurance
• 401(k) match program
• Unlimited vacation, holidays, and sick time
• Boot and prescription safety glasses reimbursement
• Career and learning development with an extensive training program through our Amerit University
• Employee referral program, up to $500 bonus
• ASE certification program with fee reimbursement and bonus
• Employee recognition platform that includes opportunities to redeem points for merchandise
• Employee Assistance Program (EAP)
• 24/7 nurse triage line
• Employee discounts on cell phone service and entertainment tickets
• Employee resource groups (ERGs) that foster inclusion
• Competitive salary and incentive compensation tied to financial performance
• Executive development and professional certification support
• A dynamic, collaborative, and mission-driven work environment with exposure to strategic business decisions

What This Job Offers

• Job Type: Full-time
• Career Level: Director