Head of Financial Planning & Analysis

Workhorse Technologies • Wixom, MI

12d

About The Position

The Head of Financial Planning & Analysis leads company-wide budgeting, forecasting, variance analysis, long-range planning, and financial modeling. The role provides financial insights to inform strategic decisions across the organization and partners with leaders in Operations, R&D, Engineering, Sales, and Corporate functions. It prepares reporting for executive leadership and the Board, provides analysis on business performance, and collaborates with Accounting, investor relations, and SEC reporting teams. The position also improves FP&A tools and processes and develops junior analysts.

Workhorse designs, engineers, tests, validates, and manufactures physical products, including battery-electric commercial vehicles and Mobile AI Infrastructure. The company describes its teams as collaborative and accountable, with employees encouraged to contribute ideas and take ownership. Some locations have a dog-friendly workplace subject to site guidelines.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 6–8+ years of progressive FP&A or corporate finance experience.
• Experience in a publicly traded company environment, with a strong understanding of GAAP, SEC reporting, and investor relations support.
• Full understanding of how an income statement, balance sheet, and cash flow interrelate.
• Advanced Excel modeling skills.
• Proficiency with ERP systems such as SAP or Oracle and planning tools such as Hyperion or Adaptive Insights.
• Strong financial storytelling abilities, including the ability to distill complex data into clear narratives for senior stakeholders.
• Excellent communication, collaboration, and leadership skills.
• Highly organized and detail-oriented, with the ability to manage multiple priorities under tight deadlines.

Nice To Haves

• MBA or CPA/CFA preferred.
• FP&A or corporate finance experience in the automotive, manufacturing, or high-growth technology sectors is ideal.

Responsibilities

• Lead and manage company-wide annual budgeting and quarterly forecasting processes in partnership with department heads across Operations, R&D, Engineering, Sales, and Corporate functions.
• Develop and maintain complex financial models for strategic planning, scenario analysis, and decision-making.
• Prepare monthly and quarterly reporting packages for executive leadership and the Board of Directors, including variance analysis and KPI dashboards.
• Provide actionable insights on revenue, margins, cash flow, and operating expenses to support profitability and efficiency.
• Collaborate with Accounting on accurate, timely financial closes and alignment between actuals and forecasts.
• Support investor relations and SEC reporting teams with data and analysis for earnings calls and public disclosures.
• Conduct market and competitive analysis to benchmark performance and inform pricing, investment, and capital allocation decisions.
• Improve FP&A tools, systems, and processes to increase efficiency and transparency.
• Mentor and develop junior analysts and foster analytical excellence and continuous improvement.

What This Job Offers

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