Senior Financial Planner & Analyst

Job Description

The Storyteller Overland vibe started out as a drawing on a restaurant napkin in 2017 illustrating a desire to help people live more adventurous lives. Back then, very few had ever heard of an adventure van, and some at the restaurant table with CEO Jeffrey Hunter had doubts it would ever sell.

The company officially launched in 2018 with a humble yet confident team of seven employees. Over the next year, we worked on launching our MODE 4×4 and finding dealer partners to work with, and finally, the dream was turning into a reality.

We’ve been fortunate to be full speed ahead since then. We’ve added sister companies to our galaxy and built out quite the impressive team – hopefully you included. We hit 500 vans built, then 1,000, then so many more that these milestones became difficult to keep track of. We’ve added new vehicles to our lineup and have built a massive community of like-minded adventurers that also continues to grow.

As we reflect on our history, though, we remind ourselves that our best ideas are still ahead of us, not behind us. Here’s to saying yes to the next grand adventure!

Our Culture:

We are proud to have a values-based culture, which means we focus less on rules & transacting and more on values & transforming. Our goal is to create workplaces and spaces where great people can do great things in order to thrive and flourish both professionally and personally. 

Role Overview: 

As the Senior Financial Planner & Analyst, you will be responsible for driving financial planning, forecasting, and analysis processes to support key business decisions. The Senior Financial Planner & Analyst will provide valuable insights through financial modeling, data analysis, and performance reporting to ensure the organization achieves its short- and long-term financial goals.

The ideal candidate is a proactive problem-solver with a deep understanding of financial principles, exceptional analytical skills, and a strong ability to communicate complex financial concepts effectively to stakeholders across all levels of the organization.

General Responsibilities: 

• Develop budgets and financial forecasts to guide decision-making,
• Provide detailed analysis of financial performance, including variances between actual results and forecasts or budgets,
• Support long-term strategic goals by analyzing financial trends and market conditions,
• Offer insights and recommendations to executives and other stakeholders based on financial data,
• Lead the preparation of annual budgets, long-term financial plans, and rolling forecasts,
• Conduct in-depth variance analyses to identify trends, risks, and opportunities,
• Develop and maintain sophisticated financial models to support strategic initiatives and investment decisions,
• Collaborate with cross-functional teams to provide financial insights and guidance,
• Present financial results, forecasts, and recommendations to executive leadership,
• Monitor key performance indicators (KPIs) and recommend actionable strategies to optimize financial performance,
• Support ad-hoc financial analysis and special projects as needed,
• Other general duties as assigned. 

Work Schedule:

• Flexible: Generally Monday – Friday 8 a.m. to 5 p.m.

Work Location:

• 428 Industrial Park Lane, Birmingham AL 35242

Qualifications/Skills:

ERP experience (Netsuite a plus), strong ability to analyze complex data, ability to interpret financial trends & make informed recommendations, attention to detail, strong problem solver, organized, capable of effectively juggling multiple projects and responsibilities in a dynamic environment, strong interpersonal skills, technologically proficient, active listener, efficient data entry methods to maintain high-quality records, emotionally intelligent, and adaptable. 

Education and Experience: 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred),
• 5+ years of experience in financial planning and analysis, corporate finance, or related roles,
• Advanced proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau),
• Strong understanding of accounting principles and financial systems (e.g., SAP, Oracle),
• Excellent communication and presentation skills with a focus on influencing and collaborating with stakeholders,
• Proven ability to manage multiple priorities and work effectively in a fast-paced environment.

This role is instrumental in shaping the financial direction of the company and offers the opportunity to make a tangible impact. If you are driven by data, passionate about financial strategy, and ready to lead with confidence, we encourage you to apply!

Position Scorecard: 

• Core Competencies – Trusted Advisor, Financial Acumen, Modeling, Analytical Thinking, Business Acumen, Technological Proficiency, Communication Skills, Attention to Detail, Problem-Solving, Collaboration, Time Management, Adaptability, Strategic Insight, Ethical Judgment.
• Position Mission – To provide actionable financial insights and strategic guidance that drive decision-making, optimize resource allocation, and support the achievement of organizational growth and profitability goals. This role is essential in delivering accurate forecasting, budgeting, and performance analysis while ensuring alignment with company objectives and fostering a culture of financial accountability and operational excellence.
• Anticipated Outcomes – Deliver accurate financial forecasts, budgets, and performance analyses that align with company growth and profitability goals, while providing actionable insights to drive strategic decision-making and optimize resource allocation. Implement process improvements, ensure compliance, and collaborate with cross-functional teams to enhance financial planning and operational efficiency.