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Jobs · Finance · Arizona

Vice President of Financial Planning, Analytics & Strategy

Sunstate Equipment Co., LLC · Phoenix, AZ · 1 wk ago
FinanceFull-time

About the role

The Vice President of Financial Planning, Analytics & Strategy will lead the financial planning, forecasting, and analytics functions at Sunstate Equipment. Reporting to the Chief Financial Officer, this role serves as a key member of the Finance leadership team and a strategic business partner to the CEO, Senior Leadership Team, and operational leaders.

Responsibilities

  • Lead Financial Planning and Forecasting

    • Own the annual budgeting and operating planning processes across the organization.
    • Lead rolling forecasts and long-range financial planning.
    • Develop multi-year strategic financial plans that align with business priorities and growth objectives.
    • Improve forecast accuracy, planning discipline, and financial visibility across the business.
    • Conduct scenario planning and sensitivity analysis to support strategic decision-making.

  • Strengthen Business Analytics and Performance Management

  • Develop and enhance enterprise KPI reporting, dashboards, and executive-level business insights.
  • Analyze branch, regional, fleet, pricing, customer, and operational performance to identify trends and opportunities.
  • Help the business better understand profitability, asset utilization, capital efficiency, and performance drivers.
  • Deliver actionable analysis and recommendations to executive leadership and the Board.

  • Support Capital Allocation and Strategic Finance

    • Evaluate major capital investments and fleet deployment strategies.
    • Support acquisitions, market expansions, and other strategic growth initiatives through financial modeling, due diligence, and investment analysis.
    • Develop frameworks and analysis to inform capital allocation priorities and return on invested capital.
    • Provide financial leadership and decision support on key strategic initiatives.

  • Partner with Executive Leadership

    • Serve as a strategic advisor to the CFO and executive leadership team.
    • Translate operational performance into financial outcomes and decision-ready insights.
    • Support executive, Board, and ownership presentations with clear, compelling financial analysis.
    • Help quantify the impact of strategic initiatives and broader business performance trends.

  • Build Planning Discipline and Financial Governance

    • Partner closely with Accounting to align forecasts with actual performance and ensure consistent financial visibility.
    • Support monthly and quarterly business reviews.
    • Help establish strong planning discipline, financial governance, and decision support processes across the organization.

    Requirements

    • Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field required.
    • Minimum of 10 years of progressive finance leadership experience.
    • Demonstrated experience leading FP&A, forecasting, budgeting, and business analytics functions.
    • Advanced financial modeling, forecasting, and analytical capabilities.
    • Experience supporting executive leadership teams and influencing strategic business decisions.
    • Exceptional communication and presentation skills, including the ability to translate complex financial concepts into clear business insights.

    Preferred Qualifications

    • Preferred work location Phoenix, Arizona.
    • Public accounting experience.
    • Experience in equipment rental, industrial distribution, construction, or another multi-location service environment.
    • Capital-intensive business experience.
    • MBA, CPA, CFA, or another advanced business credential.
    • Experience with Power BI, Tableau, or other advanced analytics platforms.

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