Senior FP&A Analyst

Senior FP&A Analyst
Valor Fleet Services

Valor Fleet Services is hiring a Senior FP&A Analyst to support the financial planning, reporting, and strategic decision-making of our growing portfolio of integrated transportation and towing brands.

Please note that this position is highly analytical and operationally integrated, working closely with leadership across the organization. The role is fully in-person and involves regular collaboration with both senior leadership and functional teams.

We are a PE-backed platform currently operating multiple integrated brands and continuing to scale through acquisition and organic growth. Our focus is not just growth but building a disciplined financial infrastructure that enables better decision-making, accountability, and long-term value creation.

This role is central to building and managing the company’s FP&A function. You will help establish scalable processes, deliver clear financial insights, and support strategic initiatives across the platform.

What You’ll Do

You will work closely with the CFO, senior leadership, and cross-functional teams to build and manage financial planning processes, reporting, and strategic analysis.

Key responsibilities include:

Financial Planning & Budgeting

• Own the annual budgeting and multi-year financial planning process, coordinating inputs across all business units and functional leaders
• Build and maintain dynamic, driver-based financial models that support scenario analysis, sensitivity testing, and strategic planning
• Develop rolling forecasts that integrate operational and financial data, identifying variances and emerging risks or opportunities
• Establish the foundational FP&A infrastructure, including budgeting templates, forecasting cadences, and reporting frameworks

Reporting & Analytics

• Prepare and present monthly, quarterly, and annual financial reporting packages for the CFO, PE sponsors, and Board of Directors
• Deliver insightful variance analysis (actual vs. budget vs. prior period) with clear narrative and actionable recommendations
• Develop and maintain KPI dashboards and management reporting tools that provide real-time visibility into business performance
• Translate complex financial data into clear, compelling presentations for non-financial stakeholders and executive audiences

Strategic & PE Sponsor Support

• Serve as a key financial resource in support of quarterly board meetings, investor / lender updates, and ad hoc PE sponsor requests
• Support strategic initiatives including M&A analysis, investment cases, organic growth modeling, and capital allocation decisions
• Assist in the preparation of board decks, management presentations, and investor materials with a high degree of precision and professionalism
• Conduct market, competitive, and benchmarking analysis to inform strategic planning and provide business context to financial results

Business Partnering

• Partner with department heads and operational leaders to drive financial accountability, support resource allocation decisions, and improve cost discipline
• Develop business cases and ROI analyses for key initiatives and capital expenditure requests
• Identify opportunities to improve profitability, working capital efficiency, and overall financial performance across the business

What We’re Looking For

Required

• 3–6 years of progressive FP&A, corporate finance, investment banking, or PE experience; background in high-growth or PE-backed environments strongly preferred
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CPA a plus
• Expert-level financial modeling and Excel proficiency; experience building complex, integrated 3-statement models
• Demonstrated experience preparing and delivering materials for senior executive, board, and investor audiences
• Strong working knowledge of GAAP financial statements, key financial metrics, and PE-relevant performance measures (EBITDA, working capital, leverage, returns)
• Exceptional analytical skills with the ability to distill complex data into clear, concise insights
• High intellectual curiosity, strong work ethic, and the ability to work independently in a fast-paced, resource-constrained environment
• Outstanding written and verbal communication skills; ability to influence without authority

Preferred

• Experience in a PE-backed portfolio company or direct exposure to PE sponsor reporting cycles
• Familiarity with leading practice ERP and FP&A platforms (e.g., NetSuite, Sage Intacct, Adaptive Insights, Planful, Anaplan)
• Experience with data visualization tools (e.g., Power BI, Tableau) and/or advanced analytics
• Prior experience in a startup, scale-up, or turnaround environment where FP&A processes were built rather than inherited
• Exposure to M&A due diligence, integration modeling, or transaction support

Why Valor Fleet Services

• Hands-on exposure to a rapidly scaling, PE-backed platform
• High visibility with direct access to senior leadership and investors
• Opportunity to build and shape the FP&A function from the ground up
• A team that values thoughtful analysis, operational partnership, and long-term value creation
• Strong growth trajectory with meaningful career development opportunities

Pay: $70,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Work Location: In person