Position SummaryThe Senior FP&A Manager is a high-potential finance leader who partners directly with the CFO to own the company's financial planning, reporting, and analysis function, while building the breadth of experience required to step into a Controller or CFO role. This position carries elevated scope and visibility compared to a traditional FP&A manager: the successful candidate will operate as a strategic advisor to executive leadership, represent the company in board and lender interactions, lead and develop a finance team, and maintain end-to-end command of the budget, forecast, reconciliation, and reporting processes that underpin the business. National Underground Group is investing in this role as a deliberate succession pathway, and expects the incumbent to grow into progressively greater financial leadership responsibility.
Key ResponsibilitiesStrategic Financial Leadership & Planning- Serve as a key strategic partner to the CFO, delivering financial insight and analysis that shapes company-wide strategy, capital allocation, and growth decisions.
- Lead the annual budgeting process and rolling multi-year financial forecasts, partnering with executive leadership, corporate functions, and branch/regional management.
- Own enterprise cash flow strategy, including monitoring, forecasting, and proactively flagging risks or shortfalls to the CFO.
Board, Lender & Executive Reporting- Prepare and present the monthly financial package for the Board of Directors and Lenders, including narrative commentary on performance, trends, and covenant compliance.
- Serve as a primary point of contact for lender reporting and compliance matters, in close partnership with the CFO.
- Deliver polished, executive-level financial presentations to ownership, the Board, and external stakeholders.
Financial Reporting & Accounting Oversight- Prepare and review consolidated and branch-level monthly P&L statements for distribution to business owners and executive leadership.
- Partner with the accounting/Controller function on the monthly close, account reconciliations, and financial statement integrity, building the readiness to assume Controller responsibilities directly.
- Oversee Area Manager (AM) and Branch Manager (BM) reconciliations and variance reporting against budget and prior year, identifying and resolving systemic root causes.
Team Leadership & Development- Build, lead, and mentor an FP&A team, setting goals and development plans and instilling a culture of accountability and analytical rigor.
- Scale finance processes and talent alongside company and branch network growth.
Systems, Process & KPI Ownership- Own and continuously improve KPI reporting for management and operational stakeholders.
- Track and report on customer revenue trends and profitability by branch and segment.
- Own budget and forecast administration within the financial system (Acumatica or similar ERP), including process improvement and automation initiatives.
- Produce ad hoc analysis to support management decisions, due diligence, and audit requirements.
Succession Readiness- Partner directly with the CFO on special projects, capital structure decisions, and strategic initiatives that build the experience required for future advancement to CFO or Controller.
- Maintain broad, working familiarity across the finance and accounting function to ensure continuity of leadership.
Required Qualifications- Bachelor's degree in Accounting, Finance, or a related field.
- 7+ years of progressive experience in FP&A, corporate accounting, or a related finance leadership role, including experience supporting multi-location or branch-based businesses.
- Demonstrated experience preparing and presenting board- and lender-level financial reporting packages.
- Advanced Excel and financial modeling skills, with a proven ability to build and maintain complex financial models.
- Strong working knowledge of GAAP, budgeting, forecasting, and variance analysis.
- Experience with Acumatica or a similar ERP system.
- Proven people-leadership experience, including managing, developing, and mentoring finance staff.
- Excellent written and verbal communication skills, with the ability to translate complex financial information for non-finance and executive audiences.
- High attention to detail and strong organizational skills, with the ability to manage multiple recurring deadlines in a fast-paced environment.
Preferred Qualifications- CPA, CMA, or MBA.
- Prior experience in a Controller, Assistant Controller, or similar accounting leadership capacity.
- Experience in underground utility, construction, field services, or another multi-branch operating environment.
- Exposure to private equity ownership, debt covenant compliance, or capital markets activity.
- Experience supporting M&A due diligence or post-acquisition integration.
- Track record of driving process improvement or system implementation within a growing organization.
Leadership Competencies- Strategic & Financial Acumen - translates financial data into business strategy and executive-level decision-making.
- Executive Presence & Communication - communicates confidently and credibly with the CFO, Board, lenders, and ownership.
- Talent Development - builds and mentors high-performing teams and invests in the growth of direct reports.
- Business Partnership & Influence - builds trusted relationships across branch and corporate leadership to drive results without relying on direct authority.
- Accountability & Integrity - holds self and others to high standards of accuracy, transparency, and ethical practice.
- Change Leadership - drives process improvement and adapts approach as the organization scales.
- Sound Judgment Under Ambiguity - makes timely, well-reasoned decisions with incomplete information.
- Ownership Mindset - approaches the role with the perspective of a future CFO/Controller, thinking beyond the immediate function.
