Director, Financial Planning & Analysis

Unlimited Service Group•Addison, IL

2d•Hybrid

About The Position

Unlimited Service Group is hiring a Director of Financial Planning & Analysis to lead financial planning, forecasting, and performance analysis across its multi-location business. The role turns operating and financial data into insights that help leaders make decisions about growth, profitability, and investment, and partners with business leaders, Corporate Finance, and Accounting to build consistent plans and explain results. The position is based in the Addison, Illinois office and reports to the Vice President of Finance, Unlimited Service Group, with a dotted line to the Vice President of Finance, Parts Town Unlimited. The Director owns the segment-wide annual budget, periodic forecasts, and long-range planning process; develops and monitors KPIs; analyzes financial performance and business drivers; and prepares executive reports and recommendations. The role also builds models and business cases, supports performance improvement initiatives, and improves planning processes, data quality, and reporting tools. Unlimited Service Group describes itself as a high-quality, locally focused commercial kitchen field service operation with a worldwide genuine OEM restaurant equipment parts distribution sister business. The company has 41 brands and more than 150 locations across North America. Its stated mission is to change industry standards through innovative solutions supporting customer and manufacturer partners, with a focus on quality, customer experience, and safety.

Requirements

At least eight years of progressive experience in financial planning and analysis.
Bachelor’s degree in finance or accounting.
Experience leading budgets, forecasts, financial models, and business performance reviews.
Ability to build teams, processes, and structure in a fast-growth environment with increasing complexity.
High integrity, strong attention to detail, sound judgment, and ability to balance financial responsibility with business partnership.
Confident communication skills and credibility with senior leaders and cross-functional partners.
Experience partnering with senior leaders in a multi-location business.
Advanced Excel and financial modeling skills, and experience with ERP, planning, and reporting systems.
Ability to explain financial results and recommendations clearly to non-finance leaders.
Must be at least 18 years of age.
Must successfully complete a background check and drug screen.

Nice To Haves

MBA, CPA, CMA, or related advanced qualification.
Experience in field service, distribution, branch profitability, and operational performance metrics.

Responsibilities

Partner with business leaders, finance leaders, and Corporate Accounting to align operating plans, financial results, and reporting definitions.
Establish and monitor key performance indicators across the business, identify performance improvement opportunities, and partner with business leaders to develop and execute initiatives.
Own the segment-wide annual budget, periodic forecasts, and long-range planning process; coordinate inputs and present consolidated performance, risks, and opportunities.
Lead segment-wide financial analysis to identify margin drivers, including labor utilization, pricing, service mix, and customer mix, and provide recommendations.
Analyze revenue, labor, overhead, and profitability by business unit, branch, or service line, as appropriate.
Analyze and communicate variances between actual results and forecasts, identify underlying business drivers, and recommend actions to improve financial and operational performance.
Build financial models, scenario analyses, and business cases for pricing, contracts, capital investments, expansion, and new services.
Prepare executive reports, dashboards, and presentations that clearly communicate risks and opportunities.
Improve planning processes, data quality, and reporting tools.