Director Financial Planning and Analysis - (*Hybrid) at McGrath RentCorp in Livermore, California

Job Description:

McGrath might be the best company you may never have heard of. While we started out small, 45+ years later we deliver over $888 million dollars in annual revenue, employ more than 1,200 associates, and operate as a publicly traded company (NASDAQ: MGRC). Throughout our growth, we retained our close-knit feeling and exceptional company culture that is so hard to find nowadays. If you are looking for a company that values your ideas, while offering stability and a place where you can truly make a difference, we want to talk to you!

“A Day in the Life”

Step into the role of Director of Financial Planning & Analysis (FP&A) and become a key player in shaping the financial future of our organization. This is an exciting opportunity for the right candidate to not only lead the FP&A function but to roll up their sleeves and build and scale a high-performing FP&A team from the ground up. In this hands-on leadership role, you’ll work closely with senior leadership, business unit heads, and cross-functional teams to ensure financial alignment with our long-term goals. Your insights and strategic recommendations will be crucial in steering business performance and supporting decision-making processes across the company. You'll be at the heart of our financial operations, providing the insights that drive our success and helping to align our strategies with our financial targets.

“What You’ll Do”

• Lead, build, mentor, and develop the FP&A team, fostering a culture of continuous improvement and high performance.


• The ideal candidate will have a proven track record of building and leading teams, driving financial strategy, and successfully managing the challenges of a fast-paced, multi-business unit public company.


• Lead the annual budgeting process and quarterly forecasting processes, ensuring alignment with corporate strategy and business goals.


• Oversee planning and iterating to develop 5-year plan, provide actionable insights into trends, risks, and opportunities.


• Manage the long-term financial planning process, including capital expenditures and scenario analysis.


• Collaborate with department heads to gather financial assumptions and validate operational plans.


• Board presentation materials to support plan review


• Prepare monthly, quarterly, and annual financial reports that track performance against budget and forecast.


• Analyze key financial metrics, such as revenue growth, cost management, profitability, IRR and ROIC


• Develop and maintain key performance indicators (KPIs) and dashboards to provide real-time financial insights to leadership.


• Partner with senior management and cross-functional teams to develop business strategies and tactical plans.


• Provide financial analysis and recommendations for cost reduction, resource allocation, and process improvements.


• Set clear expectations for team performance, deliverables, and professional growth.


• Oversee the team’s use of financial modeling tools and systems to ensure consistency and accuracy.


• Drive the optimization of financial planning processes, systems, and reporting tools to improve efficiency, accuracy, and transparency.


• Manage and enhance the financial planning and reporting software, ensuring it supports the needs of the organization.


• Lead process improvements and automation efforts to reduce manual work and improve financial insights.


• Key Partners: CFO, CEO, CSO, Division and Corporate VPs


• Communicate financial results and projections to senior leadership and other key stakeholders clearly and effectively.


• Act as a trusted advisor to business leaders by providing insights and financial expertise in decision-making.


• Collaborate with accounting, operations, and other functional teams to ensure financial data integrity and accuracy.

“Must Haves”

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus.


• 8-10+ years of experience in FP&A, financial analysis, or corporate finance, with at least 5 years in a leadership role.


• Experience with public company financial reporting: Familiarity with reporting cycles, deadlines, and maintaining rigorous standards for accuracy and compliance.


• Experience in multi-business unit organizations: Expertise in financial planning and analysis across diverse sectors, (such as business-to-business rentals, business services, manufacturing, construction and manufacturing preferred).


• Proven track record in managing budgeting, forecasting, and financial modeling processes.


• Experience in strategic planning and financial decision support for senior management.


• Advanced proficiency in financial modeling, Excel, and data analysis tools.


• Experience with enterprise resource planning (ERP) systems and financial planning software (e.g., Oracle, Hyperion).


• Strong understanding of financial statements, accounting principles, and corporate finance.


• Strong leadership, mentoring, and team management skills, with the ability to build and develop high-performing teams.


• Exceptional verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders.


• Strong analytical and problem-solving skills, with the ability to identify trends, forecast outcomes, and recommend action plans.

“Perks”

• It’s a great place to work where you are given the space to share ideas and opinions and the bottom-line is “YOU” matter!


• We value our employees' Quality of Life, and when it comes to mental health, recovery, and self-care, there is no one-size-fits-all approach that is why we provide resources where employees can find information on several wellness topics like nutrition, exercise, emotional health, and more!


• We all need to rest and recharge that’s why in addition to vacation and sick time we also offer 10 days + 2 half days company-paid holidays!


• We offer a variety of benefits that offer you flexibility and choice, a simple selection experience, and the ability to take control over your benefit spending.


• 401(k) Retirement Plan with Company Match.


• Life is unpredictable, having Company Paid Life Insurance and knowing that your loved ones will be protected financially in the event of an unexpected death can give you peace of mind.


• We also offer DailyPay, HSA, FSA, EAP and Pet Insurance!

The specific pay rate and level, if applicable, will depend on the successful candidate’s qualifications, prior experience and location.

A Message from Our CEO, Joe Hanna

At McGrath, diversity and inclusion are important to our culture and core values. One of our core values is that YOU matter. This means everyone in the company, inclusive of race, color, nationality, gender, orientation, and all else. You are all important and critical to our operations and success. I believe cultivating a culture that is inclusive and embraces everyone is the right thing to do and as your leader, I’m committed to making this happen.

The pre-employment screening process includes social security verification and criminal background check. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status.

Our company uses E-Verify to confirm employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify .

#MGRC

#LI-Hybrid