VP, Financial Planning & Analysis

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

Position Summary

As an integral member of the Finance Leadership Team and strong business and financial advisor for other leaders in the Company, the Vice President, Financial Planning & Analysis provides strong input into the Company and Business Units strategic business and financial direction, including (a) monitoring industry trends and related financial implications (b) designing and driving growth and profitability initiatives (c) evaluating the financial implications of the Company and Business Units operating strategies (d) providing planning and support to meet the Company’s overall business and performance targets. The Vice President, Financial Planning & Analysis leads GreatAmerica’s Financial Analysis Team with responsibility for building and developing the talents and skills of the Financial Analysis Team members. Leads the development of strategy and processes used within the Financial Analysis function. The Financial Analysis Team proactively provides critical business insight and actionable analysis as a partner in driving business outcomes that support the growth, profitability, and strategic priorities of GreatAmerica and our customers. The Financial Analysis Team is responsible for evaluating the financial implications of Business Unit operating strategies and providing planning and support to meet Business Unit overall performance targets. The Financial Analysis Team is also responsible for corporate level financial plans and strategic project analysis. The Financial Analysis Team also serves as the primary interface between the Data Analytics & Insights Team and the Business Units and the key interface between Finance and the Business Units on all activities with respect to financial controls.

Primary 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.
  
  

Position Qualifications

Competencies

• For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability
• For this position: Financial Aptitude, Analytical Skills, Business Acumen, Self-Motivated, Problem Solving, Judgment, Leadership
  
  

Education

• Bachelor’s degree in Accounting, Finance or related field
• CPA/MBA is a plu
  
  

Experience

• 10 years of finance and accounting experience in providing business advice and analyzing business performance required
• 7 years of Finance Leadership preferred
  
  

Skills And Abilities

Computer Skills

• Excel, PowerPoint, Word. PowerBI, SQL, Tableau a plus
  
  

Other Requirements

• 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
  
  

Financial Benefits

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
  
  

Health, Wellbeing, And Family Planning Benefits

• 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
  
  

Education And Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities
  
  

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!
  
  

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.