Lead of Financial Planning & Analysis (FP&A)

Lead of Financial Planning & Analysis (FP&A)

**Only Local Chicagoland Candidates will be considered** Hybrid 3 days in office

About Montway

Montway Auto Transport is one of the leaders in the U.S. Auto Transport industry. Recently recognized by Inc. Magazine as one of the top 5000 fastest-growing businesses nationwide and earned the ‘Great Place to Work” certification, Montway leverages innovative logistics solutions and personalized customer service to provide fast and reliable consumer experiences. Montway has safely shipped +1,800,000 vehicles and strives to deliver a 5-star experience with peace-of-mind transport. We’re looking for forward-thinking individuals who enjoy working in collaborative environments.

Position Overview

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.

Responsibilities

Exexutive Reporting: Prepare monthly and quarterly financial review presentations for the executive team and board members, highlighting key performance indicators (KPIs) and variances to plan.

• Operational Partnership: Partner closely with Sales, Marketing, Operations, and Tech departments to optimize resource allocation, evaluate capital expenditures (CapEx), and analyze ROI on strategic initiatives.
• Financial Planning & Forecasting: Lead the annual budgeting process, rolling monthly/quarterly forecasts, and long-term strategic planning models.
• Strategic Analysis: Evaluate business performance, unit economics, and market trends to identify growth opportunities, cost-saving initiatives, and potential risks.
• Data & Systems Optimization: Champion the enhancement of financial planning tools, BI dashboards, and data infrastructure to automate reporting and improve forecasting accuracy.

Qualifications & Skills

• Education: Bachelor’s degree in finance or accounting. An MBA, CFA, or CPA is a strong plus.
• Experience: 5+ years of progressive experience in FP&A or corporate finance. Prior experience in logistics, supply chain, or tech is highly desirable.
• Financial Modeling: Advanced, expert-level Excel and financial modeling skills with a proven track record of building robust, dynamic 3-statement models and scenario analyses.
• Communication: Exceptional communication and presentation skills, with the ability to distil complex financial metrics into clear, compelling narratives for non-financial stakeholders.
• Mindset: A self-starter who thrives in ambiguity, possesses sharp attention to detail, and maintains a solutions-oriented approach.
• Systems & Tools: Proficient with ERP systems and BI tools (Power BI).

What We Offer

• 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
• Hybrid Model (3 Days in office)

Mission: At Montway, our mission is to deliver a 5-star vehicle-shipping experience by blending innovative logistics solutions with our team’s commitment to service excellence that delights.

Vision: Our ultimate goal is for Montway to become the standard by which all vehicle-shipping is measured, servicing the widest range of individual clients, corporations of any size and business partners within the United States and be recognized as the company that made transporting a vehicle as simple as pizza delivery.

Values: Integrity, Service Excellence, Leadership. Technological Incline, Simplicity in Operations

If our Mission, Vision, and Values speak or relate to you, we want you on our team!