FP&A Senior Manager

Accountabilities

• Lead the annual budgeting process and manage recurring forecasting cycles, ensuring financial plans align with business objectives and growth priorities.

• Oversee internal and external financial reporting, developing efficient reporting processes, dashboards, and analytical tools to improve visibility into business performance.

• Support the monthly financial close process, including commission accruals, payroll analysis, travel expense reviews, and selected balance sheet reconciliations.

• Prepare, analyze, and communicate financial results, investigating significant budget variances and identifying the underlying business drivers.

• Leverage AI-powered technologies and automation to streamline financial analysis, reporting, forecasting, and month-end closing activities.

• Partner with sales leadership to evaluate customer profitability, bookings, backlog trends, and revenue performance.

• Collaborate with Branch General Managers and Project Managers to assess project performance, analyze job profitability, and provide insights into multi-branch profit and loss results.

• Conduct gross margin analysis and ensure accurate alignment between revenue recognition and associated project costs.

• Develop and oversee labor utilization reporting and analysis in collaboration with operations leadership to identify opportunities for improved workforce productivity and profitability.

• Act as a key liaison with private equity investors, preparing, analyzing, and presenting financial information to support strategic discussions and investment decisions.

• Support mergers and acquisitions through financial analysis of potential acquisition targets, due diligence activities, and post-acquisition integration.

• Build strong relationships with the CFO, Controller, General Managers, Operations leadership, and other executives to support informed, data-driven decision-making.

• Continuously improve financial reporting infrastructure, systems, and processes, moving beyond traditional spreadsheet-based approaches toward scalable analytics solutions.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related field.

• At least 6 years of professional experience in Financial Planning & Analysis (FP&A), including a minimum of 3 years in an FP&A leadership or lead position within a project-based, multi-branch service business.

• Previous experience working in a private equity-backed organization, ideally within a business generating more than $100M in annual revenue.

• Strong understanding of accounting principles and financial processes, supported by a solid accounting foundation despite the primarily FP&A-focused nature of the position.

• Experience in project-based service industries such as construction, audio-visual services, fire and life safety, engineering, HVAC, or similar sectors.

• Familiarity with percentage-of-completion revenue recognition and work-in-process (WIP) reporting is highly desirable.

• Advanced Microsoft Excel proficiency and strong PowerPoint skills, with the ability to build financial models, analyze complex datasets, and communicate findings effectively.

• Experience developing budgets, forecasts, financial reports, dashboards, and performance analytics to support strategic and operational decisions.

• Strong analytical and problem-solving capabilities, with the ability to investigate financial trends, validate data, identify discrepancies, and translate numbers into meaningful business insights.

• Excellent communication and presentation skills, including the ability to interact confidently with executive leadership, private equity investors, and board-level stakeholders.

• Strong business partnering skills and the ability to establish productive relationships across finance, sales, operations, and project management teams.

• Highly organized and detail-oriented, with the ability to manage multiple priorities, work independently, and deliver accurate results with limited supervision.

• Adaptability and a continuous improvement mindset, with the curiosity and initiative to explore new technologies, improve systems, and proactively resolve challenges.

• Professional, confident, and collaborative approach, combining sound business judgment with the ability to communicate complex financial information clearly and concisely.

• Availability to work remotely from the United States, preferably within the Eastern or Central time zones.

Benefits:

• Competitive annual salary ranging from $140,000 to $180,000, depending on experience and qualifications.

• Fully remote working arrangement for candidates located in the Eastern or Central time zones.

• Comprehensive health, dental, and vision insurance coverage.

• Life insurance benefits.

• 401(k) retirement plan with company matching:

  • 100% match on employee contributions up to 3%.

  • Additional 50% match on the next 2% contributed.

  • Paid time off to support work-life balance and personal commitments.

  • 11 paid company holidays annually.

  • Eligibility for company equity after one year of employment.

  • Direct reporting relationship with the CFO and significant visibility with executive leadership and private equity investors.

  • Opportunity to contribute to a major business growth journey, supporting expansion from $150M to $250M and beyond.

  • Exposure to mergers and acquisitions, strategic financial planning, and high-impact business decisions.

  • Opportunity to implement innovative financial technologies, AI-powered tools, and scalable reporting infrastructure.

  • Potential to expand the role's responsibilities and build and lead an FP&A team as the organization grows.