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Head of Financial Planning & Analysis

Workhorse

Description

Better Trucks. Better World.

Headquartered in Wixom, MI with locations in California, Ohio and Indiana, Workhorse is raising the standard for what a medium-duty truck should be — delivering vehicles, infrastructure, and support designed to work for you.

About the Role

The Head of Financial Planning & Analysis will play a critical role in delivering financial insights that inform strategic decisions across the organization. This position will lead budgeting, forecasting, variance analysis, long-range planning, and key financial modeling efforts. The ideal candidate combines strong technical acumen, business savvy, and the ability to thrive in a fast-paced, evolving environment.

What You Will Do

  • Lead and manage the company-wide annual budgeting and quarterly forecasting processes, partnering with department heads across Operations, R&D, Engineering, Sales, and Corporate functions.
  • Develop and maintain complex financial models to support strategic planning, scenario analysis, and decision-making.
  • Prepare monthly and quarterly reporting packages for executive leadership and the Board of Directors, including variance analysis and KPI dashboards.
  • Provide actionable insights on revenue, margins, cash flow, and operating expenses to drive profitability and efficiency.
  • Collaborate with Accounting to ensure accurate and timely financial closes and alignment between actuals and forecasts.
  • Support investor relations and SEC reporting teams with data and analysis relevant to earnings calls and public disclosures.
  • Conduct market and competitive analysis to benchmark performance and inform pricing, investment, and capital allocation decisions.
  • Continuously improve FP&A tools, systems (e.g., Adaptive Insights, Anaplan, or similar), and processes to increase efficiency and transparency.
  • Mentor and develop junior analysts, fostering a culture of analytical excellence and continuous improvement.

Requirements

Required Qualifications & Skill

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
  • 6–8+ years of progressive FP&A or corporate finance experience, ideally in the automotive, manufacturing, or high-growth tech sectors.
  • Experience in a publicly traded company environment, with a strong understanding of GAAP, SEC reporting, and investor relations support.
  • Full understanding of how an income statement, balance sheet, and cash flow interrelate.
  • Advanced Excel modeling skills; proficiency with ERP systems (e.g., SAP, Oracle) and planning tools (e.g., Hyperion, Adaptive Insights).
  • Strong financial storytelling abilities—can distill complex data into clear narratives for senior stakeholders.
  • Excellent communication, collaboration, and leadership skills.
  • Highly organized, detail-oriented, and comfortable managing multiple priorities under tight deadlines.

Why Workhorse

Engineering and Manufacturing for the Work Ahead

Workhorse designs, engineers, tests, validates and manufactures physical products in America’s Heartland. Our work spans battery-electric commercial vehicles and the development of Mobile AI Infrastructure.

See Your Work Take Shape

Engineering and manufacturing come together at Workhorse. Employees can see their contributions progress from problem-solving and product development to production and real-world use.

Collaborative, Accountable Teams

Our teams work across disciplines to solve practical challenges. We value respect, open communication and accountability, and employees are trusted to contribute ideas and take ownership of their work.

Built on Experience. Focused on What’s Ahead.

Workhorse brings established commercial-vehicle experience to new products and applications, creating opportunities to strengthen what we do today while helping develop what comes next.

Workplace with Personality

We take our work seriously while making room for connection, camaraderie and fun. At select locations, that includes a dog-friendly workplace in accordance with site guidelines.

Workhorse Values

Integrity | Transparency, Accountability & Results | Pride in Excellence | Intentional Innovation Extraordinary Talent and Teamwork

Workhorse Group Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, protected veteran status, or disability.

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