We’re looking for a strategic, operationally minded FP&A leader who can turn financial data into direction and isn’t afraid to roll up their sleeves and get their hands dirty. This role goes far beyond spreadsheets — we need someone who can help shape the future of a growing FP&A team by building forward-looking models, sharpening financial visibility, and partnering with leaders across the business to drive accountability and smarter decision-making. If you thrive in environments where money movement needs clarity, process needs tightening, and leaders need insight they can act on, you’ll fit right in.

Team Management & Collaboration

Lead talent development by coaching, mentoring, and offering growth opportunities. Align individual career goals with organizational objectives to foster team success.

• Lead with a servant leadership mindset
• Coach and develop team members in alignment with their career and personal goals.
• Make clear the connection between individual, team and organizational goals.

Management Reporting & Process Excellence

Lead a team in reliably delivering high-quality, timely reporting and analytical results. Collaborate with others to improve processes. Set clear goals and motivate others to achieve success, ensuring both personal and team objectives are met.

• Communicate company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics. Suggest trends, resulting implications, key actions, and strategic implications.
• Develop dashboards and financial models that make financial signals obvious — early indicators, risks, and opportunities – and are fit to be presented to the Company’s senior executive team.
• Own monthly reporting cycles, ensuring accuracy, speed, and insight.
• Build and enhance reporting frameworks that give real-time clarity into spend, budgets, variances, and forecasts and that maximize the team’s analytical output.
• Drive team productivity by developing automated applications, eliminating duplicate efforts and coordinating information requirements.
• Set clear priorities and align team resources effectively to ensure successful completion of team and organizational goals.

Budgeting & Forecasting

Lead the development of detailed budgets and forecasts in alignment with organizational goals, along with executive summaries and supporting analyses to support informed decision-making.

• Lead annual and quarterly budgeting processes, partnering directly with business and operations leaders.
• Build robust short-term and long-term forecasting models, pressure test assumptions and scenarios.
• Maintain rolling forecasts that adjust with the business and provide proactive guidance.
• Review forecast assumptions and validate data inputs.
• Prepare clear, transparent financial narratives for leadership to evaluate and approve.

• Work shoulder-to-shoulder with leaders to understand operations, priorities, and financial impact.
• Provide clear, actionable recommendations based on data — not just summaries.
• Interpret complex information to address root causes of issues. ·
• Translate complex financial concepts into simple narratives for decision-makers.
• Strengthen the infrastructure around cost tracking, spend discipline, and financial workflow.
• Identify inefficiencies or blind spots in the current processes and recommend and/or implement scalable solutions.
• Improve data integrity and consistency across systems; help define standard operating procedures.
• Establish KPIs and performance metrics that align with business objectives.
• Build models that accurately tie operational activity to financial outcomes.
• Create visibility into profitability drivers, unit economics, and cost structures.
• Perform other duties as required.

• 5–10+ years of FP&A, financial management, or strategic finance experience.
• Experience managing a team with varying skill levels and competencies.
• Industry experience in construction, HVAC/plumbing service, or related industry a plus.
• Ability to communicate with clarity, influence without authority, and guide partners toward better decisions.
• Comfort operating in evolving environments; bias toward building frameworks that outlast you. · High attention to detail, strong business judgment, and willingness to challenge assumptions.
• Proven ability to improve or scale financial visibility and cost management processes. · Strong modeling and analytical chops — Excel/Sheets mastery is a must, BI tools a plus.