Description Position at LiftOne
SummaryThe Senior FP&A Manager is the trusted financial advisor to the Region Vice Presidents (RVPs) and their leadership teams within the LiftOne division of the Weisiger Group. Sitting at the intersection of operations and corporate finance, this role translates complex data into actionable intelligence, champions smart capital deployment, and helps drive each region to its highest performance.
This is a high?visibility role that partners directly with senior operational leaders, challenges assumptions, and influences key decisions across regions. A successful candidate will connect regional execution with corporate priorities and play a critical role in driving LiftOne's financial performance.
The position reports to the Vice President of FP&A for LiftOne and is based out of the Westinghouse location in South Charlotte. You will be supported by a Senior Analyst and a collaborative team of FP&A professionals who drive corporate strategies across performance, productivity, cost management, and asset optimization.
Essential FunctionsBusiness Partnership- Serve as the primary financial advisor to the RVPs and their direct reports, partnering to profitably grow the business and achieve strategic goals
- Develop, analyze, and present financial and operational KPIs, dashboards, and variance analyses with clear, actionable recommendations
- Lead regular financial reviews with region and branch leadership, offering actionable advice based on detailed analysis
- Identify risk areas, propose mitigation strategies, and drive financial execution into the regions
- Evaluate capital investment opportunities, including rental fleet additions, to ensure adequate returns and sound business cases
- Build financial acumen across the organization by coaching regional leaders on financial matters and identifying relevant training opportunities
Financial Management & Compliance- Drive the annual budget process for assigned regions, ensuring accuracy and alignment with key assumptions and strategic initiatives
- Prepare periodic forecasts and lead month- and year-end close activities, including variance analysis, anomaly resolution, and accrual identification
- Manage headcount planning and compliance
- Ensure strong internal controls to protect company assets and ensure the integrity of financial results
- Deliver ad hoc financial analyses as requested by senior leadership
Process Improvement- Partner with operations to identify opportunities for improved efficiency, scalability, and decision support
- Lead implementation, documentation, and training for new processes while monitoring adoption and performance over time
Other duties as assigned.
Supervisory ResponsibilitiesThis job has supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions.
Required Qualifications- Bachelor's degree in Finance, Accounting, or related field
- 7+ years of progressive experience in Finance or Accounting, including significant FP&A responsibility
- Proven experience partnering with senior leadership (Director/VP level and above)
- Advanced financial modeling experience across forecasting, budgeting, capital investment, and financial analysis
- Strong communication skills with the ability to translate complex analysis for diverse audiences
Preferred Qualifications- MBA or advanced degree
- Experience in a large, multi?division organization (public or private)
- Background in process improvement; lean manufacturing experience a plus
- Acquisition valuation and integration experience
Technical Skills- Advanced proficiency in Microsoft Excel; strong working knowledge of Word and PowerPoint
- Experience with ERP systems, data warehouses, and financial management platforms
- SAP, IBM Planning Analytics, Tableau, or Power BI experience preferred
Certifications- Advanced business or financial certifications a plus (e.g. CPA, CMA, CIA, CGMA, CPM, etc.)
Workplace RequirementsThe physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud.
