Sr. Financial Planning and Analysis Analyst

Tellus Equipment Solutions • Katy, TX

118d • $95,000 - $125,000

About The Position

The Senior FP&A Analyst will play a critical role in supporting financial planning, forecasting, and strategic decision-making across the dealership network. The role will partner closely with operational leaders, department heads, and executive management to drive performance through data-driven insights, financial modeling, and advanced reporting. This is a high-visibility role that involves continuous process improvement in a dynamic, multi-location dealership environment.

Requirements

• Strong understanding of dealership operations, preferably in agricultural, construction, or heavy equipment sectors
• Experience with business systems used in dealerships (e.g., JDQuote2, Equip, PFW/Integra, CDK) is highly preferred
• Advanced Excel and financial modeling skills
• Experience with BI/reporting tools such as Power BI, Targit, or Tableau
• Strong analytical mindset with excellent attention to detail
• Excellent communication skills, with the ability to present complex data in a clear and concise manner
• Highly organized and self-motivated with the ability to manage multiple priorities

Nice To Haves

• CPA, CFA, or MBA is a plus but not required

Responsibilities

• Develop and maintain advanced financial models to support short- and long-term planning for all dealership locations
• Analyze dealership performance by segment (e.g., Ag, Turf, Compact Construction, Parts, Service, Precision Ag)
• Provide monthly financial analysis and executive-level commentary on performance drivers and variances
• Support and lead annual budgeting and rolling forecast processes by location, department, and product category
• Track and report on key dealership metrics including absorption rate, technician productivity, and gross margin by department
• Assist with headcount and workforce planning across parts, service, and sales departments
• Provide capital investment analysis (e.g., new locations, shop expansions, equipment purchases), including ROI tracking
• Prepare and manage board and executive financial presentations
• Analyze pricing strategy, margin trends, and sales performance by customer segment and geography
• Support cash flow forecasting and working capital analysis, with a focus on inventory turnover and floorplan utilization
• Collaborate with operational managers and store leaders to gather insights and validate financial assumptions
• Improve operational KPI reporting and dashboards using BI tools (Power BI, Targit, etc.)
• Handle ad hoc financial analyses and special projects from the CFO and senior leadership

Benefits

• $95,000-$125,000 plus a 20% target bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree