Job Information
Yancey Bros.co Director, Financial Planning and Analysis in Austell, Georgia
Description
Who We Are:
From Georgia. For Georgia. Since 1914 Yancey Bros. Co. has proudly served as the authorized Caterpillar equipment dealer for Georgia, providing our customers with the highest quality sales, parts and service. From Caterpillar heavy and compact construction equipment to on-highway trucks, we remain committed to learning more about our customers, offering equipment and support to keep up with their changing needs. This all starts with our greatest asset…our employees.
What You Will Be Doing:
As the Financial Planning and Analysis Director, you will direct and oversee the organization's financial planning and analysis functions. You will be responsible for coordinating and consolidating the annual financial budget process and monthly forecast process, developing key performance indicators to measure the financial health of the organization (or assigned units or functions), and reviewing past and current financial performance against budgeted estimates. You will develop models that assist management in understanding the financial impact of business decisions and develop strategies meant to assist the organization in meeting its long-term financial objectives.
Primary Responsibilities:
Lead the company’s financial planning processes (annual budgets, quarterly forecasts, long‑range plans).
Provide insights that influence corporate strategy and resource allocation.
Develop and maintain sophisticated financial models to project revenue, margin, cash flow, and profitability.
Produce monthly/quarterly performance reports, including variance analysis and KPI dashboards.
Collaborate with business unit leaders (sales, operations, HR, marketing, etc.) to support financial decision‑making.
Provide financial guidance on pricing, headcount, capital expenditures, and cost optimization.
Manage the full corporate budgeting process, ensuring alignment with strategy and financial targets.
Strengthen FP&A processes, systems, and controls for greater accuracy, efficiency, and automation.
Translate complex financial data into meaningful insights for non‑financial stakeholders.
Prepare board decks, executive summaries, and scenario analyses that support key decisions.
Build a high‑performing team with strong analytical capabilities and business acumen.
Conduct deep‑dive analysis to uncover business drivers, risks, and revenue/cost improvement opportunities.
Identify financial risks and opportunities and recommend mitigation strategies.
Drive continuous improvement in forecast reliability and data integrity.
Responsible for driving the budget process and performing periodic planning, forecasting, analysis, and reporting.
Reviews past and current financial performance against budgeted estimates and develops models that assist management in understanding the financial impact of business decisions.
Who We Are Looking For:
To be successful in this position you should have a strong understanding of business operations concepts including budgets, planning, and reporting with analytical ability to evaluate data and information used to make operational decisions. Strong communication skills, people management, and experience with MSFT Dynamics 365 environment will also be required.
Education/Experience:
Bachelor’s Degree from a four-year college or university or related equivalent experience. MBA or CPA a plus.
Required Qualifications/Skills:
Understanding of business operations concepts including budgets, planning, and reporting
Analytical ability to evaluate data and information used to make operational decisions
Strong communication skills (written and oral) and effective interpersonal aptitude
Proficiency with computers including Microsoft Office and Power BI
Experience with MSFT Dynamics 365 environment
People management, conflict resolution, and resource allocation
Strong organization skills and attention to detail
Proven management and leadership capabilities
Ability to prepare and complete reports pertaining to department and position
Experience with deploying and managing an enterprise FP&A system
Preferred Qualifications:
Track record of influencing various levels of leadership without authority
Supervisory experience
Success Competencies:
Develops Talent- Develops others as individuals and leaders. Provides basic coaching, feedback, and guidance to improve performance and aligns employee goals with group and organization goals.
Decision Quality- Makes reasonable and timely decisions under difficult and/or urgent circumstances that address root causes of problems. Gathers and analyzes relevant information from several sources and necessary persons. Builds consensus around recommendations, especially when conflict exists. Assists others in problem solving and decision making. Follows up on results and provides feedback for analysis.
Plans & Aligns- Stays focused on plans but makes adjustments when changes or unexpected events occur. Aligns own group’s work with the activities of other workgroups. Ensures that plans address the main risks and provide appropriate contingencies. Looks to the future and determines the main resources required to accomplish goals; takes adequate steps to obtain them.
Manages Conflict- Settles differences in opinion involving self and others in productive ways with minimal noise. Considers the perspectives of others and approaches objectively, defending own opinion, flexing to another's, or suggesting some combination of both as appropriate.
Drives Engagement- Drives to do one's best; encourages others to do so. Makes group members feel as though their contributions are important. Invites input and shares ownership and visibility. Structures work so it aligns with employees' goals and motivators.
Drives Results- Has a track record of exceeding individual and group goals successfully despite obstacles and setbacks. Guides, encourages, and motivates others to drive towards individual and group desired results. Consistently measures against projected results to adjust pace for delivery that meets or exceeds time and resource expectations.
Collaborates- Partners with others across groups or areas as expected. Effectively represents and balances own and collective interests when collaborating with others. Credits others for contributions and accomplishments.
Communicates Effectively- Presents information in a clear, concise, honest, and logical manner. Communicates effectively across mediums with peers and those somewhat more senior in business and technical areas. Uses active listening in understanding message content and point of view; clarifies as needed. Takes non-verbal messages into account.
Manages Ambiguity- Demonstrates openness to change and seeks guidance on how to adapt. Responds effectively when faced with a problem that has no clear solution. Handles transitions or changing circumstances appropriately. Seeks to resolve ambiguity and make progress despite a lack of clarity.
Values:
At Yancey Bros. Co, we are always looking to add people to our team who share our core values:
Safety: We value the lives and health of our team and customers above all else.
Integrity: We are ethical and trustworthy, demonstrate respect for others, and communicate truthfully and promptly.
Teamwork: We work as one across our organization for the benefit of our customers.
Excellence: We strive to be the best, continuously improving our customers’ experience and the solutions we provide.
Sense of Urgency: We respond quickly to customer needs and hold ourselves accountable for results.
Ideal candidates will demonstrate the following values:
Acting in a safe manner
Exhibiting honesty and integrity
Acting in a fair and ethical manner
Team mentality
Delivering quality results
Embraces change / improvement
Exhibiting superior customer service skills
Exhibiting pride and ownership
Working with a sense of urgency
Exhibiting a winning attitude
What We Offer:
Yancey Bros Co offers a full benefits package that includes aggressive compensation levels, technician tool allowances, full medical, vision and dental coverage, employee wellness programs, paid vacations and more.
Competitive Pay Structure
Compensation: Competitive Pay
Individual Bonus Opportunities Available
401k Plan Strong Company Match
Employee Profit Sharing
Financial Wellness Coaching
Employee Wellness Program
Medical, Vision, Dental Insurance
Prescription Drug Coverage
Health Savings Accounts
Short & Long Term Disability
Group Life Insurance
Personal Time Off
Paid Holidays
Paid Sick Leave
Career Development
Ongoing Training
Advancement Opportunities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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