Vice President of Financial Planning, Analytics & Strategy

Vice President of Financial Planning, Analytics & Strategy

Job Category: Service Center Management

Requisition Number: VICEP
014459

Location details are provided below.

Service Center
5552 E Washington St
Phoenix, AZ 85034, USA

Sunstate Equipment is seeking a strategic finance leader to turn data into insight, insight into action, and action into stronger business performance. This role reports to the Chief Financial Officer and serves as a key member of the Finance leadership team and a strategic partner to the CFO, CEO, Senior Leadership Team, and operational leaders across the company. The Vice President will lead enterprise financial planning, forecasting, analytics, and strategic financial decision support to improve visibility, forecasting discipline, and capital allocation, driving profitable growth and shareholder value.

This is a business-minded finance leader role that partners across functions to build scalable analytics and planning capabilities in a dynamic, multi-location environment.

• 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.

• 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.

• 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.

• 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.

• 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.

• Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or 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 work location Phoenix, Arizona
• Public accounting experience.
• Experience in equipment rental, industrial distribution, construction, or another multi-location service environment.
• Capital-intensive business experience.
• M&A modeling and due diligence experience.
• MBA, CPA, CFA, or another advanced business credential.
• Experience with Power BI, Tableau, or other advanced analytics platforms.

In this role, success will be measured by the impact of insights and decisions supported through the function. Expected outcomes include improved forecast accuracy, better visibility into branch and enterprise performance, stronger capital allocation, and enhanced reporting to executives and the Board. This role aims to drive EBITDA, cash flow, and ROIC improvements through analytics-driven decision support and to develop a high-performing finance organization.

Sunstate offers the opportunity to work at the center of business strategy, influence enterprise decision-making, and shape the future of a growing organization. We value a culture where employees can grow, contribute, and make an impact.

Equal Opportunity Employer/Protected Veterans/Individuals with…