Position Summary

The Business Unit FP&A Manager is a strategic finance business partner responsible for supporting assigned business unit(s), business segments, and strategic initiatives through financial planning, performance analysis, business case support, and decision-ready insights.

This role sits within Corporate FP&A and reports to the Director, FP&A, while partnering closely with Business Unit leadership. The role helps business leaders understand financial performance, evaluate tradeoffs, and make informed decisions that support business performance and strategic priorities.

The ideal candidate brings an ownership mindset, strong business curiosity, and the ability to build trusted relationships with business leaders. This person is comfortable operating with autonomy, structuring evolving business questions, modeling potential outcomes, and translating analysis into practical recommendations. Success in the role requires both strong execution and scalable thinking - building repeatable tools, templates, and processes that can be adapted across business segments as the function grows.

This is an individual contributor role that will coordinate closely with FP&A, Accounting, BI, Analytics, and business stakeholders to improve financial visibility, reporting consistency, and decision support across assigned areas of the business.

Key Responsibilities

• Partner with Business Unit and Finance leadership to provide financial insight, objective analysis, and decision support that helps shape priorities, evaluate tradeoffs, and improve business performance.
• Support and coordinate annual budgeting, forecasting, and planning for assigned business unit(s), including assumptions, business drivers, financial targets, and supporting narratives.
• Own the financial reporting and business review cadence for assigned business unit(s), including monthly performance reporting, forecast updates, variance analysis, KPI tracking, and leadership-ready commentary.
• Conduct profitability analysis across customers, locations, products, business units, segments, and initiatives to identify performance drivers, margin opportunities, investment tradeoffs, and areas for improvement.
• Develop business cases, pro forma analyses, and ROI / ROIC evaluations for growth opportunities, operational initiatives, and strategic investments; track actual results against expectations and identify key variances, learnings, and next steps.
• Prepare clear analyses, summaries, and presentation materials that help BU and FP&A leadership communicate performance, risks, opportunities, and recommendations.
• Develop and improve repeatable FP&A processes, templates, reporting packages, and decision-support frameworks that increase consistency, efficiency, and decision quality.
• Partner with Accounting, BI, Analytics, and business teams to obtain, validate, and translate data into financial insight while improving reporting consistency and financial visibility.

Qualifications Required

• Demonstrated ability to partner with and influence operations, commercial, and cross-functional business leaders through financial insight, business judgment, and decision support.
• 5+ years of progressive experience in FP&A, operational finance, business analysis, or finance-supported business operations.
• Strong understanding of FP&A fundamentals, including budgeting, forecasting, variance analysis, financial reporting, business performance management, and financial storytelling.
• Advanced Excel and financial modeling skills, including the ability to structure, analyze, and communicate complex financial data.
• Experience supporting business cases, pro forma analysis, profitability analysis, and return analysis.
• Strong communication skills, with the ability to translate analysis into clear, concise narratives, recommendations, and leadership-ready materials.
• Ability to operate with autonomy, manage multiple priorities, and bring structure and clarity to evolving business questions.
• Bachelor's degree in Finance, Business Analytics, Operations, Economics, Accounting, or a related field.

Preferred

• MBA or advanced degree preferred.
• Experience with Power Query, Power Pivot, SQL or similar data transformation tools strongly preferred.
• Experience with ERP, planning, reporting, or data visualization tools.
• Experience supporting business unit, operational, commercial, or segment-level financial performance.
• Working knowledge of heavy-duty, distribution, service, fleet, industrial, automotive aftermarket, or related industries a plus.
• Comfort using modern analytical, reporting, and productivity tools to improve efficiency, synthesize information, and communicate insights.

Competencies

• Ownership mindset and self-starter mentality
• Strong business curiosity and desire to understand operational drivers
• Financial modeling, analytical rigor, and practical business judgment
• Ability to build trust with business leaders and cross-functional partners
• Clear, concise communication and financial storytelling
• Scalable thinking; ability to build repeatable tools, templates, and processes
• Strong prioritization and ability to manage multiple business needs
• Ability to connect financial analysis to business decisions and outcomes