VP - FP&A

Bell & Associates has been engaged to help our client recruit their next VP FP&A. The Vice President of Financial Planning & Analysis will serve as a strategic business partner to the CFO, executive leadership team and operating leaders. The VP will lead enterprise planning, forecasting, performance analysis and decision-support capabilities, translating financial and operational information into actionable recommendations that improve profitability, cash flow, capital efficiency and enterprise value.

The position will lead the annual budget, rolling forecast and long-range planning processes; provide insight into business-unit and company-wide performance; oversee capital expenditure planning and analysis; and prepare decision-quality reporting for management, the Board of Directors, the private equity sponsor and lenders.

This is a hands-on leadership role requiring an in-depth understanding of the company's operating model, including contract profitability, driver labor, fleet utilization, vehicle maintenance, capital requirements and regional operating performance. The VP will identify performance gaps and opportunities, develop practical corrective actions, and partner with operating leadership to drive implementation and measure results.

• Lead the annual budgeting, periodic forecasting and multi-year strategic planning processes.
• Develop driver-based financial models that connect operational activity to revenue, EBITDA, cash flow and capital requirements.
• Improve forecast accuracy, scenario analysis and management visibility into future performance.
• Establish consistent planning assumptions, timelines and accountability across corporate functions and operating business units.

• Develop clear analysis of actual results versus budget, forecast and prior periods, including the underlying operational drivers.
• Translate findings into specific corrective actions, assign accountability and track implementation and financial impact.
• Partner with operating leaders to improve contract profitability, labor efficiency, fleet utilization, maintenance performance and overhead management.
• Develop and maintain KPIs, dashboards and management reporting that support timely decision-making.

• Lead short- and long-term capital expenditure planning, with particular focus on vehicle procurement, fleet replacement and other significant operating investments.
• Develop business cases, return analyses and scenario models for capital projects and strategic initiatives.
• Establish a disciplined process for prioritizing capital based on operational requirements, financial returns, liquidity and strategic importance.
• Provide analytical support for pricing decisions, customer contracts, growth opportunities and other significant commitments.

• Support cash-flow forecasting and provide forward-looking analysis of liquidity, borrowing availability and capital needs.
• Support the CFO in evaluating financing alternatives, covenant performance and capital-structure decisions.
• Coordinate with accounting and treasury resources to ensure forecasts appropriately reflect working capital, debt service, taxes and capital expenditures.

• Support acquisition evaluation through financial modeling, due diligence and assessment of earnings quality, synergies and capital requirements.
• Develop acquisition budgets and establish performance reporting against the approved investment case.
• Support post-acquisition integration, including financial reporting, KPI development and realization of identified synergies.
• Provide analytical support for organic growth initiatives and new market opportunities.

• Lead preparation of financial and operating materials for executive leadership, the Board of Directors and the private equity sponsor.
• Support lender reporting and communications by providing forecasts, liquidity analysis and explanations of financial performance.
• Present complex financial and operational matters clearly, concisely and with an appropriate focus on decisions and actions.

• Advance the company's FP&A systems, data architecture, dashboards and reporting capabilities.
• Improve the efficiency, scalability and controls surrounding budgeting, forecasting and management reporting.
• Build, lead and develop a…