Finance Analyst

Role overview

Planning and performance analysis

• Support monthly forecasts, annual budgets, long-range planning, and annual operating plans.
• Model revenue, gross margin, operating expenses, EBITDA, and capital investments.
• Analyze scenarios involving growth initiatives, pricing, fleet investments, and operational changes.
• Compare performance with budgets, forecasts, and prior-year results; identify drivers of revenue, utilization, productivity, margins, and profitability.
• Analyze trends across branches, districts, and business segments and recommend performance improvements.

Reporting and capital analytics

• Build and maintain dashboards, KPI reports, and recurring management reports, including revenue, gross margin, EBITDA, utilization, productivity, and cost-to-serve measures.
• Support monthly business reviews and executive reporting packages and help standardize reporting definitions and metrics.
• Analyze fleet investments, capital allocation, equipment disposition, utilization, and return on investment.
• Assist with ROIC reporting and fleet productivity metrics; assess fleet growth, transfers, and capital deployment.
• Prepare executive presentations, business cases, and leadership summaries; improve reporting through automation and continuous improvement.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2–5 years of experience in FP&A, Finance, Accounting, Business Analytics, or a related field.
• Advanced Microsoft Excel proficiency, including financial modeling and data analysis.
• Strong analytical, problem-solving, and critical-thinking skills.
• Strong understanding of financial statements and operational performance metrics.
• Excellent communication and presentation skills, including translating complex data into business recommendations.

Preferred qualifications

• Experience supporting operational or asset-intensive businesses is preferred.
• Experience in equipment rental, construction, industrial services, manufacturing, or distribution is preferred.
• Power BI, Tableau, or similar business intelligence platform experience is preferred.
• Experience with large datasets and business reporting tools is preferred.

Success profile

Benefits and workplace

• Advertised benefits include medical, dental, and vision coverage; 401(k) with company match; paid vacation, sick time, and holidays; tuition reimbursement; and career growth opportunities.
• The posting does not specify a workplace arrangement.