Financial Planning and Analysis Specialist III

Daimler Truck • Portland, OR

9d • Hybrid

About The Position

The Financial Planning & Analysis Specialist III (New & Used Trucks) serves as a strategic business partner, enabling data-driven decision-making and co-driving performance across the Finance organization. The role combines strong financial expertise, business acumen, and storytelling to translate complex financial and operational data into clear, actionable insights that inform decisions and deliver results. This position actively partners with business and functional leaders to shape priorities, evaluate trade-offs, and align financial outcomes with strategic objectives. It also connects financial performance to underlying business drivers, providing a forward-looking perspective that supports consistency, transparency, and credibility. This role is also expected to advance a more digital and efficient Finance function by leveraging automation, analytics, and AI to reduce manual effort and elevate the quality and speed of decision support.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Management or related field with 5+ 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
• Proficiency in Excel and PowerPoint

Nice To Haves

• Working experience with SAP, Tagetik, and/or Accounting and financial tools
• 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

Responsibilities

• Ensure accuracy, completeness, transparency, and timeliness of monthly actuals, forecasts, and full-year planning
• Support the monthly close process, including analysis of financial results versus plan
• Drive forward-looking forecasting by linking financial outcomes to underlying business drivers and assumptions
• Consolidate and coordinate inputs across the organization to create a complete view of Business Unit performance
• Align and support messaging for variance analysis
• Validate and analyze financial data, including Revenue, Cost of Sales, and Margin
• Translate financial results into clear, actionable insights highlighting risks, opportunities, and recommended actions
• Perform scenario analysis and support decision-making through forward-looking, driver-based insights
• Partner with business and functional leaders to shape priorities, evaluate trade-offs, and support decision-making
• Challenge assumptions and drive accountability for performance outcomes across functions
• Support performance discussions by connecting financial results to operational drivers and business actions
• Collaborate closely with Business Unit Controllers, affiliates, Accounting, and IT to ensure data accuracy and alignment
• Partner across functions to improve and streamline reporting processes and enhance analytical capabilities
• Ensure data integrity across systems including Data Warehouse, Tagetik, and Cognos
• Act as SAP CO-PA super user, monitoring transaction postings and ensuring accuracy
• Serve as key user for Tagetik, maintaining system integrity and validating outputs
• Ensure adherence to cbFC templates and standard methods
• Drive adoption of automation, analytics, and AI to enhance reporting and decision support
• Continuously improve reporting, forecasting, and analytical capabilities
• Support and lead development of presentations for Senior Management, including monthly OpCom KPI reporting
• Develop clear and consistent financial narratives to support leadership decision-making
• Ensure alignment of messaging across stakeholders and presentations
• Provide ad-hoc reporting and analysis to support business partners and leadership decisions

Benefits

• lucrative benefits
• competitive salaries
• opportunity to work in jobs across many functions—mechanical engineering and electrical engineering, accounting, sales & marketing, IT and more—both within our company and in our offices around the world.

What This Job Offers

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