Financial Planning & Analysis Senior Manager

United Petroleum Transports

JOB DESCRIPTION

Title: Financial Planning & Analysis Senior Manager (Sr Mgr FP&A)

Department: Accounting

Location: Corporate

Reports To: CFO

FLSA: Exempt

Purpose:

Embrace, promote and achieve the Vision, Values and Mission of the company, and to assist in meeting the Owner’s plan each year. UPT is committed to the Guiding Principles of the Responsible Care initiative and anticipates that all employees will share our commitment by conducting themselves consistent with those principles to make the industry even safer for our employees and communities.

Position Summary

We are seeking an accomplished and highly analytical Senior Manager / Director of Financial Planning & Analysis (FP&A) to join our finance leadership team. This individual will play a key role in driving financial performance and operational visibility across a complex, multi-division transportation and logistics organization.

The ideal candidate brings deep financial and analytical experience, a strong understanding of transportation industry metrics, and the ability to connect data across multiple systems — including TMW (Transportation Management System) for both asset-based and brokerage operations, TMT for fleet maintenance, and Microsoft GP for accounting and general ledger. This role partners closely with Operations, Commercial, and Corporate teams to deliver insight, improve decision-making, and strengthen financial rigor across the enterprise.

Key Responsibilities

• Lead the company’s financial planning, forecasting, and analysis processes — ensuring accuracy, transparency, and actionable insights across all business units.
• Design and maintain consolidated P&L models aligned with divisional reporting and KPIs.
• Develop and enhance management reporting, dashboards, and visualizations using Power BI, SQL, and advanced Excel modeling, integrating data from TMW, TMT, Microsoft GP, and other internal systems.
• Partner with operational leaders to interpret results, highlight trends, and drive initiatives that improve profitability and capital efficiency.
• Create standardized reporting frameworks for asset-based, brokerage, and maintenance divisions, including key transportation KPIs such as operating ratio, cost per mile, revenue per truck, loaded miles %, driver retention, and maintenance cost per unit.
• Lead preparation of executive and board-level presentations, including monthly business reviews and strategic planning updates.
• Manage and mentor a small team , establishing scalable processes, data integrity controls, and analytical best practices.
• Collaborate with Accounting and Finance to align forecasts and analyses with financial statements and GAAP reporting standards.
• Support ad hoc strategic projects such as network optimization, pricing analytics, fleet investment analysis, and M&A due diligence.
• Champion data-driven decision-making and partner with IT to improve integration and accessibility across financial and operational systems.