Financial Planning & Analysis Specialist II
About The Position
The Financial Planning & Analysis Specialist II plays a key role in the Finance department for the DTNA Specialty Vehicles (SV) business unit. Through cross-functional and multi-location engagement, this position supports the team with planning, forecasting, and reporting of cost center and capital spending for Thomas Built Buses (TBB) and Freightliner Custom Chassis Corp (FCCC) while leading the business towards decisions that drive sustained profitability and future growth. Key objectives for this role include supporting business partners in the day-to-day management of their cost centers, providing guidance for the appropriate handling of expenses with existing and/or new tools, and developing TBB and FCCC combined budgets in accordance with financial goals and targets. This position will also be providing meaningful insights into cost center and capital expenditures spending through analysis and reporting, supporting the month-end close processes through journal entry postings and expense review, and guiding the business through critical financial decisions with a focus on continuous improvement and process optimization. The Financial Planning & Analysis Specialist II will actively collaborate with business teams in both SV locations (FCCC in Gaffney, SC and TBB in High Point, NC) as well as other Finance teams headquartered in Portland, OR.
Requirements
- Bachelor’s Degree in Finance, Accounting, Business Management or Related field and 2-4 years of relevant experience
- 2 years of experience in financial controlling, management reporting, financial analysis, and/or Accounting
- Working experience in Financial Planning and Analysis
- Working experience with fixed overhead
- Working experience with SAP, Tagetik, and/or Accounting and financial tools
- Proficiency in Excel and PowerPoint
- Team player focused on adding value and working cross-functionally to achieve results
- Strategic thinker that is one step ahead of issues and sees opportunities for improvement
- Ability to learn quickly, prioritize, and adapt to a fast-changing environment
- Ability to present financial information to business partners and team members and participate in cross-functional discussions
- Excellent written and verbal communication skills
Nice To Haves
- Master’s degree with a focus in Finance, Accounting, Data Analytics or related area
- Working experience with Data Analytics tools, including but not limited to Tableau, Alteryx, Power BI, SQL
- Experience handling large datasets and ability to summarize large amounts of data to perform quantitative data analysis to solve business issues and identify opportunities
- Ability to present to Senior Management and participate successfully in cross-functional discussions
Responsibilities
- Act as a liaison for SV business partners in managing overhead and capital expenses in accordance with budgetary guidelines.
- Short and long-term financial planning and analysis of business operations for the purpose of measuring and forecasting future business performance.
- Perform monthly financial review of actual spending and planned commitments that supports business objectives and financial targets.
- Deliver relevant, accurate, and timely reporting to business partners, and provide guidance and training on the proper management and classification of expenses.
- Support all month-end close activities for TBB and FCCC at the locations, including preparing journal entries, trend and variance analyses, and reporting to SV management and Corporate finance teams.
- Coordinate and prepare periodic financial operative planning cycles and forecasts with business and financial partners for overhead and capital spending within SV cost centers.
- Communicate trends and emerging issues with SV leadership and business partners to support business objectives.
- Create and manage cost centers, internal orders, and project structures within SAP.
- Support the business in the creation of purchase requisitions, purchase orders, and invoices by providing necessary training that adheres to corporate policy and systems requirements.
- Provide strong engagement in team and/or cross-functional continuous improvement activities that streamline and optimize process across the entire SV organization.
- Participate in ad hoc projects that supports SV and Finance team goals and objectives.
Benefits
- annual bonus program
- 401k company contribution with company match up to 6% as well as non-elective company contribution of 3 - 7% depending on age
- starting at 4 weeks paid vacation
- 15 calendar holidays
- 8 weeks paid parental leave
- employee assistance program
- comprehensive healthcare plans and wellness programs
- onsite fitness (at some locations)
- tuition assistance and volunteer paid time off
- short-term and long-term disability plans
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
