Financial Planning & Analysis Manager

Position Scope

The Manager, FP&A supports the organization’s financial planning, budgeting, forecasting, and performance-analysis activities. This role partners with accounting and finance leadership and key business stakeholders to deliver accurate financial insights, support decision-making, and improve financial performance through data-driven analysis.

Knowledge and Skill Requirements

• Strong understanding of financial statements, forecasting, and budgeting principles
• Advanced financial modeling and analytical skills
• Proficiency in Microsoft Excel and financial reporting tools
• Ability to analyze complex financial data and identify trends and risks
• Strong communication skills with the ability to clearly present complex financial information
• Solid business acumen and attention to detail

Preferred Qualification(s)

• CPA, CMA, or MBA preferred
• Experience working with / in ERP systems and BI tools, in particular Microsoft Dynamics 365 Finance and Operations and Power BI
• Experience working in an FP&A role

Education Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA or CPA is a plus, but not required

Essential Job Functions

• Support the company’s financial planning processes (annual budgets and long-range planning processes) to ensure alignment with strategic and financial targets
• Prepare and analyze monthly financial reports that track performance to budget and prior years at a summary level and department level
• Create, monitor, and analyze monthly financial dashboards and KPI’s in various areas of the business that identify business trends, highlight potential revenue enhancement and margin-improvement initiatives, and isolate any potential risks
• Partner with department leaders (i.e. Sales, Operations, IT, Marketing, HR, etc.) to enhance financial decision making
• Develop and maintain financial models to support key operational and strategic initiatives, including capital allocation
• Affiliate with updating the company’s long-range financial model on a regular basis to project trends in growth, margins, leverage, and covenant compliance
• Translate complicated financial data to outline key, action-oriented opportunities
• Affiliate with executive-level reporting and presentation materials, as needed
• Ensure data accuracy and consistency across financial reports
• Conduct other duties as assigned

Leadership Responsibilities

• Act as a financial partner and subject matter resource to business teams
• Provide guidance and analytical support to various company departments, as needed
• Support continuous improvement initiatives within FP&A processes and tools

Preferred Experience and Skills

• 5–7 years of experience in FP&A, corporate finance, or related analytical roles
• Strong Excel and financial modeling expertise
• Ability to manage multiple priorities and meet deadlines
• Strong communication skills (written and oral) and effective interpersonal aptitude
• Demonstrated problem-solving, critical-thinking, and organizational skills

Physical and Mental Requirements

• Ability to work extended periods at a computer
• Ability to analyze large data sets with accuracy in a timely manner
• Ability to perform under deadlines and shifting priorities

Work Environment

• Office-based work environment
• Standard business hours with peak activity during planning cycles
• Limited travel, other than occasional trips to company store locations

Why Stowers Machinery?

At Stowers Machinery, you’re not just taking a job—you’re joining a team that powers progress across East Tennessee as a trusted Caterpillar dealer. We invest in our people with hands-on training, clear career paths, and opportunities to grow across departments. You’ll work alongside experienced teammates who value safety, teamwork, and doing things the right way—while making a real impact on customers and communities.

What You’ll Get (Benefits & Perks)

• Competitive pay + company performance incentives
• Comprehensive health benefits (medical, dental, vision)
• 401(k) with company match
• Paid time off + holidays
• Ongoing training and career development
• Opportunities for internal growth and advancement
• Employee recognition programs
• Supportive, team-first culture