Head of Financial Planning & Analysis

Workhorse • Wixom, MI

13d

About The Position

The Head of Financial Planning & Analysis leads financial planning and analysis to deliver insights that inform strategic decisions across the organization. The role oversees budgeting, forecasting, variance analysis, long-range planning, and financial modeling in a fast-paced, evolving environment. It partners with leaders across Operations, R&D, Engineering, Sales, and Corporate functions, and collaborates with Accounting, investor relations, and SEC reporting teams.

The position prepares financial reporting for executive leadership and the Board of Directors, analyzes revenue, margins, cash flow, and operating expenses, and provides insights to support profitability and efficiency. It also conducts market and competitive analysis, improves FP&A tools and processes, and mentors junior analysts.

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, including understanding of GAAP, SEC reporting, and investor relations support.
• Full understanding of the interrelationship between an income statement, balance sheet, and cash flow.
• 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 skills and 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.
• Experience in the automotive, manufacturing, or high-growth technology sectors.

Responsibilities

• Lead and manage company-wide annual budgeting and quarterly forecasting processes in partnership with department heads.
• Develop and maintain 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 drive profitability and efficiency.
• Collaborate with Accounting to support accurate, timely financial closes and alignment between actuals and forecasts.
• Support investor relations and SEC reporting teams with analysis and data 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