Job Description

POSITION SUMMARY:

The Project Manager of Business Plan and Special Reporting will be responsible for the overall direction and

completion of the Business Plan Process. Will plan, direct, and coordinate activities of Business Plan to ensure that

milestones are accomplished within the prescribed time frame and funding parameters.

This position will also be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting

packages which will be completed and presented to the Manager of Financial Planning & Analysis (FP&A) for final approval. Examples of reports may include: monthly internal P&L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports.

MAJOR RESPONSIBILITIES:

Annual Business Plan

- This position is the primary point of contact for the annual business plan process, encompassing all 800+ field locations and 150+ corporate departments of a multi-billion dollar business

- Responsible for the coordination and communication of the steps required for the completion of the business plan process. Major milestones are:

- Working with Field Finance and other stakeholders to identify process improvement opportunities and coordinating with MIS to ensure those changes meet user requirements with minimal disruption to the process

- Delivery of multiple training sessions to the field and corporate locations personnel in regards to the uploading of

financial data into the AS/400

- While locations are entering plans in October, responding quickly to questions, and to resolve any issues in coordination with MIS and other parties

- Accurate and timely upload and validation of all Business plan revenue and cost information to match the financial

targets set by Penske Truck Leasing senior management

Reporting

- As deemed necessary by the Manager of FP&A, this position will be responsible for both recurring reporting and ad-hoc project requests

- Update slides for monthly package for Roger Penske and the board, and generate packet of backup reporting for use by the CFO and President

Operational Analysis

- This position will be required to collaborate with the Manager of FP&A to explore and execute upon opportunities to

streamline processes and/or develop analysis methodologies which help to better explain historical results and

ultimately improve forecasting accuracy.

- Other projects as assigned by the manager

Qualifications

Qualifications:

- BA in Accounting/Finance/Economics required; MBA/CPA/CMA highly preferred

- Project Management experience required

- At least 3-6 years finance/analysis experience, with proven aptitude in operational analysis, budgeting and forecasting in a multinational company.

- Must have strong attention to detail

- Must be able to manage and meet multiple simultaneous deadlines to multiple internal/external customers with fast turnaround times

- Must have strong analytical capabilities and ability to understand complex projection models - both the technical and theoretical aspects

- Advanced Excel skills required. Prior experience with OneStream, Hyperion, or similar software package is a plus

- Must be able to clearly communicate analytical findings, orally and in writing

- Must interface with all levels of personnel from accounting clerk to Senior VPs

- Visualization and "Big Data" analytics experience is a plus

- Regular, predictable, full attendance is an essential function of the job

- Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required.

Physical Requirements:

- The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- The associate will be required to: read; communicate verbally and/or in written form; remember and analyze certain information; and remember and understand certain instructions or guidelines.

- While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25Ibs/12kg.-Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.