Financial Planning Specialist (Aftersales Parts)

About the Job:

This role plays a critical part in supporting the financial planning and reporting needs of the Corporate Aftersales organization. As Parts and Service operations continue to drive overall profitability and support long-term growth initiatives such as the Momentum 2030 plan, there is a strong need for accurate forecasting, disciplined budget management, and clear financial visibility.

The Parts Financial Planning Specialist ensures alignment between financial targets and operational performance across Parts, Parts Marketing, Service, and Aftersales Performance functions. This position enables data-driven decision-making by delivering timely insights, supporting cross-functional coordination, and helping leadership optimize business performance and achieve strategic growth objectives.

Note: We are unable to provide visa sponsorship for this position now or in the future. Candidates must have existing authorization to work in the U.S.

Role Summary:

The Parts Financial Planning Specialist supports the development and analysis of financial plans for the Aftersales business. On a day-to-day basis, this role assists with sales forecasting, financial reporting, and variance analysis, helping to monitor performance against established targets.

This position collaborates with Finance and Aftersales teams to support budgeting processes, general ledger activities, and monthly close procedures. The specialist also prepares reports and presentations for leadership, translating data into clear and actionable insights while continuing to build technical and business knowledge.

Additionally, this role supports continuous improvement efforts, contributes to strategic planning initiatives, and ensures strong alignment between financial forecasts and business operations.

As a Parts Financial Planning Specialist, You Will:

• Support financial planning and budgeting activities, including sales forecasting, margin tracking, and operating expense planning.
• Assist in coordinating Business Plan (BP) and Forecast (AF1) processes, ensuring data accuracy and timely submission of supporting details.
• Prepare and analyze financial reports, including monthly performance tracking and variance analysis.
• Assist with sales forecasting for Parts & Accessories, monitoring results and updating projections as needed.
• Support general ledger activities, including accruals, month-end close processes, and reconciliation tasks.
• Partner with Aftersales, Finance, and other teams to gather data and support financial analysis, including cost and tariff-related insights.
• Prepare presentation materials and reporting for monthly business reviews and leadership meetings.
• Identify opportunities to improve reporting accuracy and process efficiency while continuing to develop technical skills.
• Perform other duties as assigned or required.

Measuring Your Momentum: 

First 90 Days – Getting Up To Speed

• Build a strong understanding of financial models, forecasting processes, general ledger structure, and reporting systems while developing relationships with key stakeholders.
• Begin supporting monthly financial processes, including reporting, variance analysis, and reconciliation activities.
• Assist in preparing business review materials and financial reports for leadership.
• Contribute to budgeting and forecasting activities while learning cross-functional processes and workflows.
• Identify opportunities to improve accuracy or efficiency within assigned tasks.

Year 1 Victory Lap

• Support effective and time