Financial Planning Analyst jobs in United States
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Wills Group · 2 days ago

Financial Planning Analyst

The Wills Group is a family-owned company in the fuel, convenience, and car wash business, headquartered in La Plata, Maryland. They are seeking a Financial Analyst to provide financial insights and analysis that guide key business decisions, supporting budgeting, forecasting, and performance evaluation across their operations.

Consumer Services
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Comp. & Benefits

Responsibilities

Support budgeting, forecasting, and long-range planning in alignment with company strategy
Build and enhance financial models, dashboards, and reporting tools for accuracy and efficiency
Deliver ad-hoc analysis to support business initiatives and market expansion
Conduct variance and trend analyses to identify performance drivers and improvement opportunities
Partner with operations, marketing, and pricing teams to optimize margins and store profitability
Support capital planning efforts, ensuring projects align with financial targets

Qualification

Financial modelingBudgetingForecastingAdvanced ExcelPower BIERP systemsAnalytical skillsProactivePDIVenaFuel retail industry experienceDetail-oriented

Required

Bachelor's degree in Finance, Accounting, or a related field
3–5 years of experience as a Financial Analyst in a fast-paced environment
Advanced Excel skills (modeling, pivot tables, macros) and strong proficiency with Power BI and ERP systems (SAP, Oracle, etc.)
Detail-oriented, analytical, and proactive — with a passion for using data to drive business performance

Preferred

Experience with PDI, Vena, or the fuel and convenience retail industry

Benefits

401(k) with 7% company match + profit sharing
100% tuition reimbursement + paid professional development and certificate programs
Comprehensive health, dental, and vision coverage (Cigna)
Paid Time Off: (6 Weeks) vacation, sick, personal, community engagement, and parental leave (5 weeks)
Hybrid work schedule: in-office Tuesday–Thursday, remote Monday & Friday
Company-paid life insurance, disability coverage, and pet insurance discounts
Employee discounts at Dash In and Splash In locations
Exclusive perks: discounts on travel, shows, shopping, dining, and more

Company

Wills Group

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Headquartered in La Plata, Maryland, Wills Group has nearly 300 retail locations across the Mid-Atlantic region, including Dash In, Splash In ECO Car Wash, and SMO Motor Fuels.

Funding

Current Stage
Growth Stage

Leadership Team

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Ken Halperin
Chief Financial Officer
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Company data provided by crunchbase