About The Position

The Fleet Strategy & Planning Manager is a high-impact leadership role responsible for the strategic planning, capital allocation, and performance optimization of the company’s rental fleet portfolio. This individual will serve as the analytical engine behind rental growth, fleet productivity, and long-term capital deployment strategy. This role requires advanced Excel capability, strong financial acumen, and the ability to translate complex data into actionable decisions. The position partners closely with Rental Leadership, Used Equipment Leadership, Finance, and OEM representatives to ensure fleet investments align with financial targets, market demand, and operational execution. This is not a reporting role. This is a strategic planning role.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, Engineering, or related field.
  • 5+ years of experience in financial analysis, capital planning, fleet management, or operations strategy.
  • Advanced Microsoft Excel proficiency required (complex formulas, pivot modeling, scenario tools; Power Query preferred).
  • Strong financial literacy (ROI, IRR, capital allocation frameworks).
  • Ability to synthesize large datasets into executive-level insights.
  • Demonstrated ability to operate independently and influence senior leaders.

Responsibilities

  • Own rental fleet forecasting across divisions (Allied, CRS, Heavy).
  • Develop and maintain multi-year fleet growth and replacement plans.
  • Lead financial utilization modeling and capital deployment analysis.
  • Evaluate rebuild vs. new purchase decisions through ROI and IRR modeling.
  • Provide data-driven recommendations for fleet expansion, reduction, and reallocation.
  • Manage monthly collaboration process with Caterpillar and other OEM partners.
  • Prepare, validate, and submit inventory planning documentation (SAP Excel-based workflow).
  • Ensure ordering cadence aligns with demand forecasts and capital strategy.
  • Maintain oversight of fleet aging, lifecycle timing, and rollout planning.
  • Coordinate internal documentation and justification for new fleet orders.
  • Conduct deep-dive Excel-based modeling on: Time utilization and financial utilization Pricing impact and rate sensitivity Discount behavior trends Hauling recovery performance Capital productivity by class and region
  • Build scenario models (e.g., incremental fleet adds, project concentration, market shifts).
  • Deliver structured executive summaries with insights and recommended actions.
  • Monitor fleet concentration risk across regions and major projects.
  • Identify underperforming classes and recommend corrective actions.
  • Support major project fleet modeling (e.g., solar, infrastructure).
  • Provide early visibility into capacity gaps or oversupply risk.
  • Serve as a trusted advisor to Rental Leadership on fleet investment decisions.
  • Prepare monthly performance briefings for executive leadership.
  • Document and refine fleet planning processes to ensure scalability.
  • Partner with the Business Intelligence team to ensure alignment between dashboards and modeling outputs.
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