FP&A Analyst
Step into a high-visibility FP&A Analyst role where you'll be a trusted partner to our FP&A Director, FP&A Manager, and leadership team-helping steer a fast-growing, private equity-backed HVAC/R service organization. You'll turn data into insights that directly impact how we grow, invest, and serve customers nationwide.
- Develop and update weekly and monthly sales and profitability reports for executive leadership and private equity partners
- Manage, enhance, and continuously improve the 13-week cash flow forecasting process
- Build comprehensive, bottom-up budgets and forecasts that support both short-term performance and long-term strategic planning
- Provide timely data and analysis to support business initiatives and continuous improvement projects across the organization
- Act as a business partner to Operations leadership, helping them understand key drivers and optimize operational performance
- Perform detailed analysis of key financial metrics and provide clear, actionable insights to support decision-making
- Analyze budget variances and present practical recommendations to management to improve results
- Support the development and refinement of financial models for forecasting revenue, expenses, and cash flow
- Manage and document financial analysis projects, ensuring deliverables are completed on time, within scope, and with high accuracy
- Support company-wide strategic initiatives, including M&A activities, capital expenditures, and business transformation projects
- Assist in assessing cost control measures and recommend improvements to reduce expenses without compromising service quality
- Support financial audits and ensure compliance with company policies and relevant regulations
- Collaborate with finance and cross-functional teams on other related projects and duties as assigned
Professional Growth: Paid training, certification support, and education reimbursement Outstanding Benefits:
- Multiple health plans, including a FREE employee-only option
- Dental and vision coverage starting within 30 days
- FREE life insurance equal to your annual salary
- 401(k) with 50% company match on the first 6%
- Optional supplemental coverage for life, disability, accidents, and critical illness
- Seven paid holidays plus Paid Time Off
- Exclusive discounts on travel, auto, dining, and more
We're seeking a sharp, motivated FP&A professional who loves digging into the numbers, telling the story behind them, and partnering with leaders to drive results. The ideal candidate brings:
- Bachelor's degree in Accounting, Finance, or related field
- 3-5 years of relevant experience in finance, accounting, FP&A, financial analysis, budgeting, forecasting, or similar roles
- Strong understanding of financial statements and how they interact with each other
- Expert-level Excel skills, with the ability to build scalable reports, models, and forecasts for a high-growth organization
- Knowledge of budgeting and forecasting methodologies across sales, costs, and balance sheet metrics
- Proven ability to model and synthesize complex financial analyses, operational data, and KPIs into clear, actionable presentations and decision frameworks
- Demonstrated history of taking proactive measures to enhance business performance and support leadership teams
- Ability to manage multiple priorities, meet deadlines, and stay organized in a dynamic environment
- Strong communication skills with the ability to build relationships and influence stakeholders across the business
- Analytical mindset with high accuracy, attention to detail, and problem-solving skills
- Solid working knowledge of ERP systems and reporting/analysis tools (e.g., Power BI, OneStream)
- Master's degree in Accounting, Finance, or related field
- CPA, CFA, or MBA
- Experience in a private equity-backed company
- Experience supporting M&A activities
- Experience in the HVAC industry or other service-based business
While this role is primarily office/computer-based, you should be comfortable with:
- Continuously working in an office environment (or similar professional setting)
- Continuously operating a computer and standard office equipment (e.g., copier, telephone, printer)
- Sitting at a computer for extended periods (up to 8 hours), with the ability to alternate between sitting and standing as needed
- Occasionally lifting up to 15 lbs
- Continuous use of vision, hearing, speaking, and basic movements (twisting, talking)
- Occasionally walking, lifting, carrying, reaching, kneeling, pushing/pulling, bending, and crouching
- Rarely climbing
- Using a personal smartphone capable of reading QR codes for two-factor authentication when required
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