Regional Finance Manager

Regional Finance Manager Opportunity Summary:

The Regional Finance Manager serves as a dedicated finance business partner to operational leaders across W.W. Williams. In this standalone individual contributor role, you will own regional P&L accountability, drive financial performance, and bring proactive financial insight to business unit and branch leaders. You will bridge the gap between corporate finance and field operations, translating data into actionable decisions that move the business forward. This is a high-visibility role with direct exposure to senior leadership, M&A activity, and strategic planning.

Key Responsibilities:

Finance Business Partnership

• Serve as the primary finance point of contact for West Region VP, GTS VP and branch managers, building trusted relationships that drive better business outcomes.
• Own and manage the regional P&L analyzing performance, identifying variances, and providing operational leaders with clear, timely financial context.
• Translate financial data into plain-language insights that help operational leaders make informed decisions on staffing, pricing, and capital allocation.
• Proactively surface risks and opportunities within the region and partner with operations to develop action plans.
• Participate in regular business reviews with regional and corporate leadership, presenting financial results and forward-looking analysis.

Financial Planning & Analysis

• Lead the annual budgeting and quarterly forecasting process for the Southern California region, working closely with branch and GM teams to build bottoms-up plans.
• Prepare monthly financial reporting packages including variance analysis, KPI dashboards, and trend commentary for regional and corporate stakeholders.
• Develop and maintain financial models that support scenario planning, resource allocation, and strategic initiatives.
• Collaborate with the FP&A Manager and Corporate Controller to ensure regional reporting aligns with company-wide standards and deadlines.
• Support the development of automated reporting tools and templates to increase speed and accuracy of regional reporting.

M&A and Integration Support

• Support acquisition activity including financial due diligence, target analysis, and integration planning.
• Compile and analyze historical and projected financial statements for potential acquisition targets.
• Assist in building financial models (P&L, balance sheet, cash flow) to support valuation and investment decisions.
• Partner with corporate finance and operational teams during the integration of newly acquired businesses into the regional structure.
• Perform ad-hoc financial analysis to support the M&A pipeline as needed.

Operational & Strategic Support

• Work closely with GMs and branch leaders to understand operational drivers and incorporate them into financial planning and reporting.
• Lead or contribute to cost analysis, margin improvement, and revenue enhancement initiatives within the region.
• Support standardization of reporting systems and financial processes across regional locations.
• Maintain and continuously improve financial models and dashboards used in close processes and business planning.

Qualifications:

Education & Experience

• Bachelor's degree in Finance, Accounting, or a related field required.
• 3 to 5 years of progressive experience in financial analysis, FP&A, corporate finance, or a finance business partner capacity.
• Prior experience supporting field operations, branch networks, or multi-location businesses strongly preferred.
• Exposure to M&A, due diligence, or integration processes is a plus.

Skills & Competencies

• Strong financial modeling skills with expert proficiency in Microsoft Excel; experience with pivot tables, ERP, and HRIS systems.
• Solid understanding of GAAP, financial statement analysis, and P&L management.
• Proven ability to present financial information clearly to non-finance audiences, including operational and executive stakeholders.
• Highly analytical with exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and communication skills comfortable challenging assumptions and influencing decisions with data.
• Self-starter with the ability to work independently and take ownership without direct supervision.

Work Environment

This role operates in a professional office environment with occasional visits to regional branch locations. The ability to work independently and manage multiple deadlines is essential.

About the Company:

W.W. Williams was founded in Columbus, Ohio, in 1912. Today The W.W. Williams Companies have a broad portfolio of businesses located throughout the U.S. and Mexico. The W.W. Williams Companies include CT Power and Guaranteed Truck Service. W.W. Williams offers a full range of industry-leading products, while providing technical/mechanical service and repair, remanufacturing and warehouse/supply chain management solutions to a varied customer base. Our products and services include diesel engines, transmissions, heavy duty truck repair, transport refrigeration, power generation and third-party supply chain logistics services. Our customers include on-highway truck fleets, off-highway equipment users, data centers, hospitals, Department of Defense OEMs, vehicle OEMs, U.S. Military and boat owners to name a few.


What began as a small family-owned business has evolved into one of the nation's most diversified solutions provider. We are relentlessly dedicated to helping our customers achieve maximum up time. From single trucking to cranes to fleet management to power generators to military and commercial packaging - consider it done.


We are Genuine. Honest. Passionate. That's not a slogan, it's a mantra. Everyone who wears the W.W. Williams name - from service technicians to advisors to business executives - is committed to getting the job done right, the first time around. Our people are our greatest assets; we support our team with access to world class training and development opportunities. It's this level of investment and care that matters to customers, giving you peace of mind that your fleet is in the right hands.


W.W. Williams is one of the nation's largest sales and service networks of industrial power products. With multiple locations across the US and Mexico, we are dedicated to providing highly professional service and strong relationships with our customers.

Join us for a career where you'll grow both personally and professionally in a welcoming, diverse, and inclusive environment.

Competitive wages and benefits. AAP/EPE/M/F/Vets/Disabled, DFWP.