Description

Vice President, Financial Planning, Analytics & Strategy

Help Shape the Financial Future of a Growing Business

At Sunstate Equipment, we are building a high-performing organization grounded in service, accountability, continuous improvement, and long-term growth. As our business continues to evolve, we are looking for a strategic finance leader who can help turn data into insight, insight into action, and action into stronger business performance.

Reporting to the Chief Financial Officer, the Vice President of Financial Planning, Analytics & Strategy serves as a key member of the Finance leadership team and a strategic business partner to the CFO, CEO, Senior Leadership Team, and operational leaders across the company.

This role is responsible for leading enterprise financial planning, forecasting, analytics, and strategic financial decision support. The Vice President will help improve visibility into business performance, strengthen forecasting and planning discipline, guide capital allocation decisions, and provide the financial insight needed to support profitable growth, operational excellence, and shareholder value creation.

This is an opportunity for a business-minded finance leader who enjoys connecting financial strategy to operational performance, partnering across functions, and building scalable analytics and planning capabilities in a dynamic, multi-location environment.

What You'll Do

Lead Financial Planning and Forecasting

• Own the annual budgeting and operating planning processes across the organization.
• Lead rolling forecasts and long-range financial planning.
• Develop multi-year strategic financial plans that align with business priorities and growth objectives.
• Improve forecast accuracy, planning discipline, and financial visibility across the business.
• Conduct scenario planning and sensitivity analysis to support strategic decision-making.

Strengthen Business Analytics and Performance Management

• Develop and enhance enterprise KPI reporting, dashboards, and executive-level business insights.
• Analyze branch, regional, fleet, pricing, customer, and operational performance to identify trends and opportunities.
• Help the business better understand profitability, asset utilization, capital efficiency, and performance drivers.
• Deliver actionable analysis and recommendations to executive leadership and the Board.

Support Capital Allocation and Strategic Finance

• Evaluate major capital investments and fleet deployment strategies.
• Support acquisitions, market expansions, and other strategic growth initiatives through financial modeling, due diligence, and investment analysis.
• Develop frameworks and analysis to inform capital allocation priorities and return on invested capital.
• Provide financial leadership and decision support on key strategic initiatives.

Partner with Executive Leadership

• Serve as a strategic advisor to the CFO and executive leadership team.
• Translate operational performance into financial outcomes and decision-ready insights.
• Support executive, Board, and ownership presentations with clear, compelling financial analysis.
• Help quantify the impact of strategic initiatives and broader business performance trends.

Build Planning Discipline and Financial Governance

• Partner closely with Accounting to align forecasts with actual performance and ensure consistent financial visibility.
• Support monthly and quarterly business reviews.
• Help establish strong planning discipline, financial governance, and decision support processes across the organization.

What We're Looking For

Experience & Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field required.
• Minimum of 10 years of progressive finance leadership experience.
• Demonstrated experience leading FP&A, forecasting, budgeting, and business analytics functions.
• Advanced financial modeling, forecasting, and analytical capabilities.
• Experience supporting executive leadership teams and influencing strategic business decisions.
• Exceptional communication and presentation skills, including the ability to translate complex financial concepts into clear business insights.

Preferred Qualifications

• Preferred work location Phoenix, Arizona
• Public accounting experience.
• Experience in equipment rental, industrial distribution, construction, or another multi-location service environment.
• Capital-intensive business experience.
• M&A modeling and due diligence experience.
• MBA, CPA, CFA, or another advanced business credential.
• Experience with Power BI, Tableau, or other advanced analytics platforms.

What Success Looks Like

In this role, success will be measured not only by the quality of planning and reporting, but by the impact of the insights and decisions supported through the function. Over time, this leader will help drive:

• Improved forecast accuracy and stronger planning discipline
• Better visibility into branch, fleet, and enterprise performance
• More effective capital allocation and investment decisions
• Stronger executive and Board reporting
• Measurable EBITDA, cash flow, and ROIC improvement through analytics-driven decision support
• Development of a high-performing finance organization

Why Sunstate?

At Sunstate, our people are our competitive advantage. We are committed to building a culture where employees can grow, contribute, and make an impact. This role offers the opportunity to work at the center of business strategy, influence enterprise decision-making, and help shape the future of a growing organization.

If you're energized by the opportunity to blend finance, analytics, strategy, and business partnership in a highly visible leadership role, we'd love to hear from you.