Lead Financial Analyst

Job Description

Peterson Can has a need for a Lead Financial Analyst to work onsite at our San Leandro, CA location.

Essential Job Functions

• Lead forecasting, budgeting, and capital planning processes, ensuring assumptions are rigorous, aligned with strategy, and reflective of operational realities.
• Own enterprise-level financial visibility, consolidating performance across all business units and translating results into clear, executive-ready insights.
• Provide full profit and loss (P&L) and working capital oversight across all business units.
• Establish analytical standards and frameworks, including key performance indicator (KPI) design, financial modeling methodologies, and reporting consistency across the FP&A team.
• Design KPI frameworks and benchmark performance against industry standards.
• Advise executive leadership on strategic decisions including fleet mix, staffing, and investments.
• Lead capital planning processes, including evaluation of capex strategies.
• Ensure alignment of financial plans with operational realities and corporate objectives.
• Facilitate cross-functional alignment on financial targets and initiatives.
• Oversee enterprise financial systems and ensure data consistency across platforms.
• Automate and enhance financial reporting, planning, and analytical processes using advanced tools, including enterprise planning systems, Power BI, SQL, and data integration tools.
• Mentor and develop FP&A analysts, serving as a player-coach who elevates the team’s technical capabilities and analytical rigor.
• Drive strategic analysis and decision support, connecting financial outcomes to key operational drivers (inventory, rental, service, sales, parts) and recommending actions to improve performance.
• Act as a strategic partner to business unit and executive leadership, influencing planning decisions, performance management, and operational strategy.
• Maintain punctual, regular, and predictable attendance.

Qualifications

• Bachelor's Degree from a fully accredited college in Accounting, Business, Finance or other closely related field; and a minimum of seven (7) years of progressively advanced financial analysis experience; or an equivalent combination of education and work experience.
• Leadership and team development experience required.
• Financial analysis experience in an equipment dealership, distribution, or manufacturing environment is highly preferred.
• Experience in automating recurring reports and tasks using AI preferred.

Pay Range

The pay range for this position is: $129,000.00 - $155,000.00 (Starting wage will depend on experience and education. We also offer a total compensation package in addition to base salary.)