GreatAmerica · 2 months ago
VP, Financial Planning & Analysis
GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. The Vice President, Financial Planning & Analysis is responsible for providing strategic business and financial direction, leading the Financial Analysis Team, and ensuring high-quality financial support and insights to drive business outcomes.
Financial ServicesInformation TechnologyInsurance
Responsibilities
Continuously analyzes the performance of GreatAmerica and its Business Units identifying and anticipating areas of opportunity, areas with positive and negative trends and areas of concern. Once identified, works with appropriate leadership team members to develop and implement plans to address
Make recommendations to leadership regarding cost saving or profit generating opportunities and profitability improvement strategies
Plays key role in establishing key performance measures for GreatAmerica and its Business Units delivering critical business insight and actionable analysis to drive favorable outcomes
Leads the development and execution of strategic initiatives for the Financial Analysis Team
Responsible for the leadership of Financial Analysis Team members including establishment of development plans, individual specific goals and team alignment
Ensures Financial Analysis Team develops high quality decision-supporting financial models and analytical tools for internal and external stakeholders
Ensures Financial Analysis Team members serve as key leaders in development of Business Unit operating and financial strategies
Ensures Financial Analysis Team members provide financial advice, actionable analysis, and leadership on operating initiatives
Ensures Financial Analysis Team members lead development of the Business Unit financial plans, budget and forecasts
Facilitates leadership of GreatAmerica’s financial planning and budgeting processes
Supports strategic project analysis for corporate and Business Unit opportunities
Leads special studies and performs ad hoc analysis to evaluate complex financial issues and prepares recommendations for policy, procedure, control, or action based on results of analysis
Involved in other key areas of GreatAmerica which have significant financial implications such as pricing, compensation plans, staffing levels, etc
Proactively promote and participate in process improvement initiatives
Fosters best practices and idea sharing across Business Units
Leverages outside information and benchmarks for the industries we serve and beyond
Lives the GreatAmerica principles
Perform other duties as required
Qualification
Required
Bachelor's degree in Accounting, Finance or related field
10+ years of finance and accounting experience in providing business advice and analyzing business performance required
Must have exceptional analytical and problem solving skills
Must be proficient in Excel and possess outstanding computer skills
Must have excellent interpersonal and communication skills
Must be an organized, creative team-player with initiative who responds well to challenges
Role will likely include periodic large project oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly. Must demonstrate sound business judgment
Preferred
CPA/MBA is a plus
7+ years of Finance Leadership preferred
PowerBI, SQL, Tableau a plus
Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
Company
GreatAmerica
GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.
Funding
Current Stage
Late StageTotal Funding
$655.26M2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity
Leadership Team
Recent News
2025-11-14
Equipment Leasing and Finance Association
2025-09-24
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