FP & A Analyst at BMH EQUIPMENT – Southfield, Michigan

Job Title: Senior FP&A Analyst

Department: Finance / FP&A
Reports To: Director/Manager of FP&A
Location: Southfield, Michigan
Employment Type: Full-time

Job Summary:

We are seeking a highly skilled FP&A Senior to join our growing finance team at a multi-branch, multi-state forklift dealership undergoing rapid expansion through mergers and acquisitions (M&A). This role will be instrumental in scaling our KPI and Actuals reporting along with the analysis of Actuals against budget and forecast across diverse regions and newly acquired entities.

The ideal candidate brings a strong FP&A background, thrives in a fast-paced, evolving environment, and excels in integrating financial planning practices across multiple business units and operational models.

Key Responsibilities:

Budgeting & Forecasting:

• Lead the preparation, consolidation, and management of the annual budget and rolling forecasts across all branches and newly acquired dealerships.
• Collaborate with regional managers and branch leadership to gather, validate, and challenge financial assumptions.
• Build and maintain branch-level P&L forecasts reflecting regional operational drivers (e.g., equipment sales, rentals, parts & service revenue).
• Assist in preparing and distributing weekly KPI’s to Regional and Branch operations and sales teams.

M&A Integration:

• Support financial integration of acquired entities into the consolidated budget and forecasting models.
• Develop pre- and post-acquisition scenario analysis, synergy tracking, and comparative forecasting.
• Partner with M&A, accounting, and operations teams to align financial structures and assumptions post-close.

Financial Modeling & Analysis:

• Develop and enhance detailed financial models that reflect the company’s multi-entity operations.
• Perform variance analysis and provide actionable insights at consolidated and branch levels.
• Support leadership with business cases for capital investments, branch expansions, or fleet additions.

Reporting & Tools:

• Prepare and analyze weekly KPI reports and report findings to Regional Operations Directors and Branch Managers.
• Standardize and automate forecasting templates and processes using Vena, ERP systems and Power BI.
• Deliver high-quality dashboards and presentations for executive leadership and equity stakeholders.

Business Partnering & Process Improvement:

• Act as a finance business partner to operations, sales, and service teams across branches and states.
• Continuously refine financial planning processes to support scalable, repeatable, and auditable workflows.
• Integrate CRM data into the budgeting and forecasting processes to improve accuracy of the overall process

Qualifications:

Education & Experience:

• Bachelor’s degree in Finance, Accounting, or Economics.
• 3–4 years of progressive experience in FP&A, budgeting and forecasting, preferably in multi-entity, branch-based, or dealership environments.
• Experience with M&A integration and financial modeling in a growing or private equity-backed company.

Skills & Competencies:

• Strong command of Excel and planning tools like Vena.
• Comfortable navigating operational complexity across multiple branches, states, and business lines.
• Self-starter with strong analytical thinking and attention to detail.

Preferred Qualifications:

• Experience with fleet-based businesses (rentals, maintenance, logistics) or dealership networks.
• Candidates with PowerBI or Vena experience are strongly encouraged.

Why Join Us?

• Be a key player in shaping financial strategy during an exciting growth phase.
• Collaborate across regions and functions in a dynamic, entrepreneurial culture.
• Opportunity for advancement in a rapidly scaling national organization.