Keelson Management, LLC · 2 weeks ago
Sr. Manager of Financial Planning and Analysis
SCOTTSDALE,AZ,US
Full-time
Onsite
Senior Level
7+ years expKeelson Management, LLC is seeking a Sr. Manager of Financial Planning and Analysis to support senior management in financial strategy and performance monitoring. This role involves overseeing a portfolio of terminals and providing key financial insights to enhance operational planning and value creation.
Transportation/Trucking/Railroad
Responsibilities
Support the Director, FP&A in annual budgeting, forecasting, operational planning and long-term financial planning
Oversee the financial performance of an assigned portfolio of terminals (East Coast or West Coast)
Enhance data visualization, KPI tracking, variance analysis, and forecast-to-actual trends for leadership review
Serve as a data translator between operations, terminal finance teams, and Shared Services
Analyze profitability, cash flows, margins and returns at terminal and portfolio level
Prepare executive-level analytics materials for CFO, CEO, and operational steering meetings
Assess CAPEX, OPEX, ROI, IRR, and financial scenarios
Contribute to business plans, strategic reviews, and investment follow-up
Ensure consistency and rigor of financial assumptions across terminals
Monitor performance against budget, forecast and strategic targets
Support terminal and team performance improvement initiatives
Identify risks, deviations, and value creation opportunities
Act as a trusted advisor to the Director, FP&A
Maintain regular working interactions with the CFO
Deliver clear, concise, and decision oriented financial insights
Support ad-hoc financial and strategic analysis for senior management
Qualification
Required
Bachelor's degree in Finance, Accounting, Data Analytics, Business Information Systems, or related field
7-12 years of experience in FP&A, corporate finance, investment analysis, business intelligence, or operational analytics
Strong technical skillset with the ability to connect and align financial strategy to the broader business strategy and provide value-added input to business strategy and key business decisions
Strong Excel capabilities with the ability to organize and visualize complex financial and operational data sets
Excellent leadership and communication skills, and a team-oriented approach across different geographies
Ability to manage and prioritize multiple projects at one time and successfully navigate ambiguity
Strong communication and executive presentation skills
Willingness to submit to pre-employment background check and drug screening
Compliance with Keelson Drug Free Workplace Policies
Ability to obtain a Transportation Worker Identification Card (TWIC)
Preferred
Proficiency in Power BI dashboard development, data modeling, and multi-source data joining
Experience in terminals, infrastructure, logistics or capital-intensive industries
Company
Keelson Management, LLC
Scottsdale, AZ, US
51-200 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase