Tellus Equipment Solutions · 4 months ago
Sr. Financial Planning and Analysis Analyst
Katy, TX, US
Full-time
Onsite
Mid, Senior Level
$95K/yr - $125K/yr
4+ years expTellus Equipment Solutions is seeking a Senior Financial Planning and Analysis Analyst to support financial planning, forecasting, and strategic decision-making across the dealership network. The role involves developing financial models, analyzing performance, and collaborating with operational leaders to drive performance through data-driven insights.
AutomotiveWholesale
Responsibilities
Develop and maintain advanced financial models to support short- and long-term planning for all dealership locations
Analyze dealership performance by segment (e.g., Ag, Turf, Compact Construction, Parts, Service, Precision Ag)
Provide monthly financial analysis and executive-level commentary on performance drivers and variances
Support and lead annual budgeting and rolling forecast processes by location, department, and product category
Track and report on key dealership metrics including absorption rate, technician productivity, and gross margin by department
Assist with headcount and workforce planning across parts, service, and sales departments
Provide capital investment analysis (e.g., new locations, shop expansions, equipment purchases), including ROI tracking
Prepare and manage board and executive financial presentations
Analyze pricing strategy, margin trends, and sales performance by customer segment and geography
Support cash flow forecasting and working capital analysis, with a focus on inventory turnover and floorplan utilization
Collaborate with operational managers and store leaders to gather insights and validate financial assumptions
Improve operational KPI reporting and dashboards using BI tools (Power BI, Targit, etc.)
Handle ad hoc financial analyses and special projects from the CFO and senior leadership
Qualification
Required
Strong understanding of dealership operations, preferably in agricultural, construction, or heavy equipment sectors
Advanced Excel and financial modeling skills
Strong analytical mindset with excellent attention to detail
Excellent communication skills, with the ability to present complex data in a clear and concise manner
Highly organized and self-motivated with the ability to manage multiple priorities
Bachelor's degree in Finance, Accounting, Economics, or a related field
4–6 years of progressive experience in FP&A or corporate finance
Preferred
Experience with business systems used in dealerships (e.g., JDQuote2, Equip, PFW/Integra, CDK) is highly preferred
Experience with BI/reporting tools such as Power BI, Targit, or Tableau
Experience in dealership, retail, distribution, or capital equipment industries strongly preferred
CPA, CFA, or MBA is a plus but not required
Benefits
20% target bonus
Company
Tellus Equipment Solutions
Tellus Equipment Solutions provides service of John Deere equipment and supplementary brands.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$115M2023-05-09Debt Financing· $115M
Leadership Team
Jeff Donaldson
Chief Executive Officer
Manuel Mondragon
Chief Financial Officer
Recent News
2023-12-22
2023-12-22
Company data provided by crunchbase