Lead of Financial Planning & Analysis (FP&A)

Montway Auto Transport • Schaumburg, IL

6d • Hybrid

About The Position

We are seeking a highly analytical, strategic, and forward-thinking Lead of Financial Planning & Analysis (FP&A) to lead our corporate budgeting, forecasting, and strategic financial analysis. In this role, you will serve as a key finance partner to executive leadership, translating complex data into actionable insights that drive profitability, operational efficiency, and long-term business growth. The ideal candidate possesses strong financial modeling expertise, a deep understanding of corporate finance, and the ability to collaborate across departments in a fast-paced, logistics-driven environment.

Requirements

• Bachelor’s degree in finance or accounting.
• 5+ years of progressive experience in FP&A or corporate finance.
• Advanced, expert-level Excel and financial modeling skills with a proven track record of building robust, dynamic 3-statement models and scenario analyses.
• Exceptional communication and presentation skills, with the ability to distil complex financial metrics into clear, compelling narratives for non-financial stakeholders.
• A self-starter who thrives in ambiguity, possesses sharp attention to detail, and maintains a solutions-oriented approach.
• Proficient with ERP systems and BI tools (Power BI).

Nice To Haves

• An MBA, CFA, or CPA is a strong plus.
• Prior experience in logistics, supply chain, or tech is highly desirable.

Responsibilities

• Prepare monthly and quarterly financial review presentations for the executive team and board members, highlighting key performance indicators (KPIs) and variances to plan.
• Partner closely with Sales, Marketing, Operations, and Tech departments to optimize resource allocation, evaluate capital expenditures (CapEx), and analyze ROI on strategic initiatives.
• Lead the annual budgeting process, rolling monthly/quarterly forecasts, and long-term strategic planning models.
• Evaluate business performance, unit economics, and market trends to identify growth opportunities, cost-saving initiatives, and potential risks.
• Champion the enhancement of financial planning tools, BI dashboards, and data infrastructure to automate reporting and improve forecasting accuracy.

Benefits

• Competitive compensation aligned with market and performance
• Comprehensive health, dental, and vision insurance
• Company-paid life insurance
• 401(k) with matching
• Paid time off, including vacation, sick days, and company holidays
• Opportunities for career development and internal advancement
• A collaborative, team-oriented culture that values innovation and efficiency

What This Job Offers

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