Financial planning and analyst
Location
Torrance, CA | United States
Job description
What do we do?
At Sonsray, we’re in the business of moving mountains. Sonsray supports the construction, transportation, and agriculture industries. We are the largest Thermo King and CASE Construction Equipment dealership on the West Coast operating in a dealership business model. Sonsray provides comprehensive sales, as well as parts and service support, including rental and leasing programs.
Why work here?
At Sonsray, we value all employees, their contributions, and most importantly, their ideas!
We know that the key to moving mountains is teamwork.
- Medical (HSA and PPO options)
- Dental, Vision, and Life insurance - Free
- 401K with competitive contributions made by Sonsray
- 80hrs of annual vacation which increases with years of service
- Onsite gym, shower, basketball court, ping pong, etc.
- Beautiful kitchen/seating areas and fully stocked coffee/tea stations
- One full paid day off for Community Volunteer Work, annually
- Birthday Dinner on Sonsray
- Privately owned and operated. All decisions come from the heart, not a boardroom
- Annual Holiday Party - we cover airfare and hotel for you and your +1
- We’re growing! We encourage you to also
- Open door policy - enjoy working with an active owner and management team
A Day in the Life of a Financial Planning & Analysis Analyst:
Compensation: $90,000.00 - $125,000.00 annually
- Lead the FP&A function, including budgeting, forecasting, and financial analysis
- Work closely with business units to provide insights, recommendations, and financial models to drive decision-making
- Develop long-term financial plans and KPI monitoring
- Prepares monthly asset-based lending and borrowing base reporting.
- Analyze variances in past or present performance and recommend improvements
- Work with Procurement, Sales, and Finance teams to improve purchasing processes and manage excess inventory.
- Perform a scrap inventory analysis to identify the big drivers and the root cause
- Work with Procurement and Operations teams to ensure we scrap the excess and obsolete inventory that is no longer usable or sellable
- Supports the annual budgeting efforts for all divisions as needed
- Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules)
- Provide financial modeling, analysis, and valuation support for acquisitions and ad-hoc projects
- Experience with acquisition due diligence and integration of acquired entities where desired financial synergies were achieved. Able to perform discounted cash flow analyses as needed.
- Develop and execute financial strategies in alignment with the company's business objectives
- Conduct scenario planning to proactively address potential market fluctuations and make data-driven decisions
- Oversee the open-to-buy process, ensuring efficient inventory management and optimizing buying decisions
- Ensure compliance with accounting standards and regulations
Success Factors:
- BA/BS in Finance, Accounting, Economics, or another highly analytical/quantitative discipline
- Systems power user with a high skill level in managing financial dataflows and databases. Expert at Excel.
- Proven track record of success in a multi-channel retail environment with expertise in scenario planning and inventory and equipment management
- Exposure to dealership business model preferred
- Experience with acquisition due diligence and integration of acquired entities to achieve financial synergies
- Extensive experience with reporting, visualization, intelligence, and analysis tools (SQL, Power BI, Tableau, etc.)
Questions? Contact us at [email protected] or 323.319.1900 ext 137
Job tags
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