Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

Job Category
:
Leadership

Requisition Number
: DIREC
005260

• Posted :
  March 4, 2026
• Full-Time
• On-site

Showing 1 location

From Georgia. For Georgia.Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on‑highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.

As the Financial Planning and Analysis Director, you will direct and oversee the organization's financial planning and analysis functions. You will be responsible for coordinating and consolidating the annual financial budget process and monthly forecast process, developing key performance indicators to measure the financial health of the organization (or assigned units or functions), and reviewing past and current financial performance against budgeted estimates.

You will develop models that assist management in understanding the financial impact of business decisions and develop strategies meant to assist the organization in meeting its long‑term financial objectives.

• Lead the company’s financial planning processes (annual budgets, quarterly forecasts, long‑range plans).
• Provide insights that influence corporate strategy and resource allocation.
• Develop and maintain sophisticated financial models to project revenue, margin, cash flow, and profitability.
• Produce monthly/quarterly performance reports, including variance analysis and KPI dashboards.
• Collaborate with business unit leaders (sales, operations, HR, marketing, etc.) to support financial decision‑making.
• Provide financial guidance on pricing, headcount, capital expenditures, and cost optimization.
• Manage the full corporate budgeting process, ensuring alignment with strategy and financial targets.
• Strengthen FP&A processes, systems, and controls for greater accuracy, efficiency, and automation.
• Translate complex financial data into meaningful insights for non‑financial stakeholders.
• Prepare board decks, executive summaries, and scenario analyses that support key decisions.
• Build a high‑performing team with strong analytical capabilities and business acumen.
• Conduct deep‑dive analysis to uncover business drivers, risks, and revenue/cost improvement opportunities.
• Identify financial risks and opportunities and recommend mitigation strategies.
• Drive continuous improvement in forecast reliability and data integrity.
• Responsible for driving the budget process and performing periodic planning, forecasting, analysis, and reporting.
• Reviews past and current financial performance against budgeted estimates and develops models that assist management in understanding the financial impact of business decisions.

To be successful in this position you should have a strong understanding of business operations concepts including budgets, planning, and reporting with analytical ability to evaluate data and information used to make operational decisions. Strong communication skills, people management, and experience with MSFT Dynamics 365 environment will also be required.

• Bachelor’s Degree from a four‑year college or university or related equivalent experience. MBA or CPA a plus.

• Understanding of business operations concepts including budgets, planning, and reporting
• Analytical ability to evaluate data and information used to make operational decisions
• Strong communication skills (written and oral) and effective interpersonal aptitude
• Proficiency with computers including Microsoft Office and Power BI
• Experience with MSFT Dynamics 365 environment
• People management, conflict resolution, and resource allocation
• Strong organization skills and attention to detail
• Proven management and leadership capabilities
• Ability to prepare and complete reports pertaining to department and position
• Experience with deploying and managing an enterprise…