Senior Financial Planning & Analysis Analyst

TBL Group is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to help build and strengthen our financial planning and analysis capabilities as the company continues to grow.

This position will work directly with the CFO and business leaders across multiple operating companies and will be responsible for financial reporting and analysis, budgeting, forecasting, variance analysis, financial modeling, pricing, and decision support.

The ideal candidate is a hands-on finance professional who can take financial and operational data and turn it into clear, actionable business insights. This role offers significant ownership and visibility within a growing, multi-entity organization.

Key Responsibilities

• Lead and coordinate the annual budgeting and forecasting process across multiple business units.
• Prepare monthly and quarterly financial reporting and management packages.
• Perform detailed Actual vs. Budget, Actual vs. Prior Year, and period-over-period variance analysis.
• Identify and quantify the drivers behind financial performance, including volume, price/rate, mix, utilization, labor, and operating-cost variances.
• Support the financial and economic analysis of RFPs and major customer opportunities, partnering with Operations and senior management to evaluate profitability, required investment, and expected returns.
• Develop and maintain pricing and unit-economics models by vehicle type, including revenue and cost per hour, mile, vehicle, and other relevant operating drivers.
• Perform post-award analysis of major RFPs and contracts, comparing actual operating and financial performance against the original RFP/pricing model and identifying the underlying causes of variances.
• Use post-award results to continuously improve pricing assumptions and future financial models, creating a feedback loop between bid economics and actual performance.
• Develop and maintain financial models supporting capital investments, fleet acquisitions and replacements, financing alternatives, and other strategic decisions.
• Partner with Accounting to ensure financial results are accurately reflected and translated into meaningful management reporting.
• Maintain and upload budgets and forecasts within the company's ERP and financial reporting systems.
• Develop and improve KPIs, dashboards, trend analyses, and executive reporting.
• Partner with operational leaders to understand business performance, identify trends, and highlight opportunities for improvement.
• Support the CFO with ad hoc financial analysis, acquisitions and integration initiatives, and strategic projects.
• Help develop scalable FP&A processes and reporting capabilities to support the company's continued growth.

Company Benefits

• Medical (75% employer paid at employee level coverage)
• Dental
• Vision
• Short-term/ long-term disability
• Accident
• Critical Illness
• Pet insurance
• Life Insurance
• 401k with company match

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5–8+ years of relevant experience, including at least 3–5 years of substantive FP&A, financial analysis, budgeting, or corporate finance experience.
• Demonstrated experience with budgeting, forecasting, management reporting, variance analysis, and financial modeling.
• Advanced Excel and financial modeling skills.
• Strong analytical ability with demonstrated experience identifying and quantifying the operational drivers behind financial results, rather than simply reporting variances.
• Ability to develop financial models using operational metrics and translate them into pricing, profitability, cash flow, and return analysis.
• Experience working with ERP and financial reporting systems.
• Strong communication skills and the ability to present financial information clearly to both financial and non-financial management.
• Ability to work directly with senior management and operating leaders.
• Comfortable working independently, taking ownership of projects, and developing processes in a growing, entrepreneurial environment.

Preferred Qualifications

• Experience in transportation, logistics, manufacturing, equipment rental, fleet-intensive businesses, multi-location operations, or another operationally intensive industry.
• Experience supporting RFP pricing, contract profitability, commercial finance, or unit-economics analysis.
• Experience working in a multi-entity or multi-business-unit organization.
• Experience with Power BI or similar business intelligence/reporting tools.
• Experience with Acumatica is a plus.