Lead Financial Analyst

Job Description

Lead Financial Analyst t work onsite at San Leandro, CA.

The Lead Financial Analyst serves as the most senior individual contributor within the financial planning & analysis (FP&A) function, responsible for delivering enterprise-wide financial analysis, planning, and strategic insight. This role bridges detailed financial analytics with broader organizational strategy, ensuring that financial performance, operational drivers, and corporate objectives are fully aligned.

• 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.

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.

None required.

$ - $ (Starting wage will depend on experience and education. Total compensation package includes additional benefits.)

Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.