FP&A Specialist at Confidential – Tacoma, Washington

Help Power Smart Decisions Behind a Growing, Purpose‑Driven Business

We do more than protect businesses and communities—we build scalable, disciplined operations that allow our people and our company to grow with intention. As we continue to expand across a dynamic, multi‑state footprint, we’re looking for an FP&A Specialist who wants their work to truly shape decisions, strategy, and long‑term success.

If you enjoy turning complex data into clear insights, partnering closely with leaders, and building systems that help a fast‑paced organization run smarter—not harder—you’ll feel right at home here.

What You’ll Do (And Why It Matters)

• Lead the annual budgeting process, building scalable revenue and cost models that reflect real operational drivers.

• Create forecasting, scenario modeling, and long‑range planning tools that help leaders plan confidently in a changing environment.

• Develop and deliver executive‑ready reporting and dashboards that tell a clear story—what’s happening, why it matters, and what to do next.

• Partner directly with Operations and branch leadership to improve data quality, consistency, and decision support.

• Translate budget‑to‑actual and forecast variances into actionable recommendations, not just explanations.

• Support cross‑functional projects focused on growth, efficiency, standardization, and financial visibility across our branch network.

• Play a hands‑on role in asset planning and analysis, including fleet and real estate—helping optimize safety, uptime, and cost effectiveness.

This role isn’t about clock‑watching or siloed analysis—it’s about owning outcomes, improving how the business runs, and building something that scales.

Why Our Company?

• High impact, high visibility: Your work directly supports executive leadership and business strategy.

• Growth with purpose: We’re expanding thoughtfully—built on strong values, financial discipline, and operational excellence.

• Collaborative culture: You’ll partner with smart, grounded people who value clarity, accountability, and trust.

• Results‑focused environment: We care about outcomes, not punching a clock.

• Competitive salary: $95,000–$105,000, plus comprehensive benefits and annual bonus program.

We believe great analysis fuels great decisions—and great decisions create sustainable growth for our people, our customers, and the communities we serve.

Ready to Make an Impact?

If you’re excited by the idea of using data to drive smarter decisions, shape scalable processes, and support a growing, mission‑driven organization—we’d love to hear from you.

Apply today and help us plan, build, and grow with purpose.

What You Bring

• 3+ years of experience in FP&A, financial analysis, or operations finance

• Advanced Excel skills; comfort working with large data sets and reporting tools (Tableau experience a plus)

• Ability to communicate financial insights clearly to non‑financial leaders

• Experience managing projects or complex cross‑functional work (formal PM title not required)

• Detail‑oriented, organized, and energized by continuous improvement

• Bachelor’s degree in Finance, Accounting, Business, or a related field

Bonus points if you’ve supported multi‑site operations, worked with ERP systems, or bring a mindset rooted in process improvement and standard work.

Pre-Hire Screening Requirements:

• 5+ years Satisfactory Motor Vehicle Record

• Criminal Background Check: Federal, State, County

• Employment and Education verification

• Credit Check

• 5-Panel Drug Screen

Physical Requirements:

Long periods of stationary work, working on a computer, moving between various work areas, going up and down stairs, talking on the phone, working with office/computer equipment, and sitting at desk or table while listening, talking and taking notes. May be required to operate motor vehicles from time to time.

Disclaimer:

[Company Inc.] reserves the right to revise or change job duties and responsibilities as the need arises. This position description does not constitute a written or implied contract of employment.

Equal Employment Opportunity:

[Company Inc.] is an Equal Opportunity employer and promotes diversity through a culture of inclusion and opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristics protected by law. We are a drug and smoke-free environment.

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Detailed Job Description

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Position Summary:

The primary responsibility of the FP&A Specialist is to support the organization’s financial planning activities including, but not limited to: budgeting, forecasting and periodic reporting. This role will partner cross‑functionally for operational initiatives that enable scalable and high-paced growth across a geographically diverse branch network. This role delivers accurate, timely financial and operational insights that inform decision‑making, improve performance visibility, and strengthen financial discipline. By building and enhancing reporting, forecasting models, and planning processes, the FP&A Specialist ensures reliable, complete, and actionable data that directly contributes to the organization’s financial health and long‑term scalability. This role will support, and at times lead operational projects directly tied to growth, efficiency, and standardization.

Essential Functions:

- FP&A Reporting, Budgeting, Analysis & Forecasting:

o Lead the annual budget process by building scalable revenue and cost models across operations and support departments. Triangulate preliminary results against sales forecasts and macro economic conditions (e.g. fuel prices, wages, location-based taxes, etc.). Produce reliable reports for executive level leadership and the Board of Directors.

o Construct recurring and ad hoc financial and operational reports for branch and corporate stakeholders, including branch performance dashboards, cost drivers, productivity metrics, and trend analyses.

o Build, maintain, and enhance forecasting models for operating expenses and key business drivers that support scalable growth across a distributed branch footprint.

o Analyze budget‑to‑actual and forecast‑to‑actual variances, identify underlying drivers, and translate findings into clear, actionable insights and recommendations.

o Partner with the CFO, Operations, and branch leadership to improve data quality, reporting consistency, and decision‑support capabilities.

o Derive a process for long‑range planning, and periodic reforecasting cycles by developing accurate assumptions, scenario analyses, and sensitivity models tied to operational performance and growth initiatives.

o Prepare periodic cash flow results and projections for the family-entity portfolio.

- Support Operational Asset Management:

o Support financial planning, forecasting, and reporting related to fleet and real estate assets for the family office model, across multiple states and legal entities.

o Ensure asset‑related data is accurate, consistent, and incorporated into planning and forecasting models.

o Build trust-filled relationships with operations leadership by being highly responsive and providing data-backed responses timely.

o Reconcile monthly fixed asset and lease records from the subledger to the general ledger, along with maintaining records within the fleet management software.

o Identify maintenance reporting metrics to promote safety, minimize down time, maximize timely and responsive vehicle delivery for growth while simultaneously reducing maintenance costs.

o Maintain accurate fleet master records and ensure data integrity across systems used for fleet administration, including licensing and registration leveraging a third-party service provider.

o Partner with the accounting team to support accurate capitalization, transfers, and disposals through complete and timely documentation.

o Respond timely to operational fleet needs and maintain our brand standards when working with banks and dealerships to acquire and dispose of vehicles.

o Develop and maintain SOPs, checklists, and scalable workflows that support growth across a distributed branch network.

- Operational Project Management & Process Improvement:

o Lead or support cross‑functional financial and operational projects focused on standardization, scalability, efficiency, and improved financial visibility across the branch network.

o Develop project plans, manage timelines, identify risks and dependencies, and ensure stakeholders meet deliverables.

o Evaluate and improve planning, forecasting, and reporting processes to enhance accuracy, timeliness, and usability.

o Establish and track key planning and performance metrics to measure the effectiveness of financial and operational initiatives.

o Support enhancements to financial and reporting systems (e.g., ERP, planning tools, dashboards), including requirements gathering, testing, and rollout coordination.

o Document and maintain standard operating procedures related to planning, forecasting, and reporting workflows.

- Other duties as assigned.