SENIOR FINANCIAL ANALYST II

EXTRAORDINARY PEOPLE. EXCITING POSSIBILITIES. GREAT OPPORTUNITY.

Custom Truck One Source has changed the way the industry looks at specialized truck and heavy equipment solutions. With sales, rentals, aftermarket parts and service, equipment customization, remanufacturing, financing solutions, and asset disposal, our team of experts, vast equipment breadth and integrated network of locations across North America offer superior service and unmatched efficiency for our customers. Your success is what's next with Custom Truck One Source.

Custom Truck One Source’s Senior Analyst of FP&A – Sales Segment is a hands-on, analytically focused finance team member responsible for delivering high-quality reporting, analysis, and decision support to the Sales organization. This role serves as the execution engine behind recurring reporting, Power BI development, forecasting support, and automated analytics.

The Senior Analyst works closely with the Director of FP&A – Sales Segment to ensure timely, accurate, and actionable financial insights that support pricing decisions, Sales performance management, and customer profitability analysis.

Essential Duties and Responsibilities

• Own recurring Sales reporting processes, including weekly, monthly, and quarterly deliverables
• Prepare detailed variance analysis across revenue, margin, pricing, volume, and mix drivers
• Develop and maintain Power BI dashboards for Sales performance, customer profitability, pricing trends, and pipeline visibility
• Support forecasting and outlook processes by maintaining accurate Sales forecasts and supporting schedules
• Perform customer-, product-, and deal-level profitability analysis to support pricing and deal decisions
• Build analytical models to support scenario analysis, incentive evaluation, and commercial initiatives
• Design and maintain automated reporting and data workflows using Excel, Power BI, and Power Query
• Partner with Sales Operations and Corporate FP&A to ensure data consistency and scalability

Core Deliverables

• Weekly and monthly Sales performance reports
• Power BI dashboards with standardized metrics and automated refresh
• Pricing, margin, and deal-level analysis models
• Automated reporting and forecasting workflows

Required Skills and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required
• 5–10 years of experience in FP&A, finance, or analytical roles, preferably supporting Sales or commercial organizations
• Advanced Excel skills and experience developing Power BI dashboards
• Strong analytical, problem-solving, and data validation skills
• Ability to manage recurring reporting while responding to ad hoc analytical requests
• Clear written and verbal communication skills

Attendance

• Attendance to be split between Overland Park, KS Finance & Accounting office and Kansas City, MO main headquarters, with Overland Park being the home base for the role
• The ability to work as scheduled with punctual attendance, Monday–Friday, plus additional hours as required to meet business demands
• Required to be in the office 5 days a week, except when a reasonable excuse is given to work from home
• This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time with or without notice

Custom Truck One Source is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.