Financial Planning & Analysis Manager

Description

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
• Assist 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
• Assist 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

If you’re looking for a place where your work matters, your skills keep growing, and your team has your back—Stowers is it!  

This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required. Stowers Machinery Corporation reserves the right to revise or change duties as the need arises. This job description does not constitute a written or implied contract of employment.