VICE PRESIDENT OF FINANCIAL PLANNING & ANALYSISBuild the financial engine behind NearU's next stage of growth.This is more than a budgeting and forecasting role. You will be a strategic partner to the CEO, CFO, executive leadership team, and Board-turning financial and operational data into insights, decisions, and action.
THE OPPORTUNITYAs VP of FP&A, you will build and lead a forward-looking FP&A function that provides the visibility and analytical rigor needed to support NearU's growth.
You will:
- Lead annual budgeting, quarterly forecasting, long-range planning, and financial modeling.
- Partner with the CEO, CFO, and senior leaders on strategic decisions, investments, growth initiatives, and business performance.
- Translate data into action through meaningful KPIs, dashboards, scenario modeling, and performance analysis.
- Own performance management, including variance analysis and identifying the drivers behind revenue, margin, EBITDA, productivity, and cash flow.
- Support M&A and growth, including acquisition modeling, integration, and post-acquisition performance analysis.
- Elevate Board & PE reporting with clear, concise financial narratives and actionable insights.
- Modernize FP&A by improving systems, reporting, automation, data accessibility, and planning processes.
- Build and develop a high-performing FP&A team and establish Finance as a trusted partner to the business.
WHAT SUCCESS LOOKS LIKEYou will help NearU move from simply reporting what happened to understanding why it happened, what's happening next, and what we should do about it.
Success means better forecasting, stronger business visibility, greater accountability, faster decision-making, and a scalable financial infrastructure capable of supporting NearU's continued growth and acquisition strategy.
WHAT YOU BRING- Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA preferred.
- 10+ years of progressive finance/FP&A experience, including 5+ years in a leadership capacity.
- Strong financial modeling, forecasting, budgeting, and analytical expertise.
- Demonstrated experience partnering with executive leadership and presenting to senior stakeholders and/or a Board.
- Strong business acumen with the ability to connect operational drivers to financial outcomes.
- Experience in a Private Equity-backed, high-growth, multi-location, or acquisitive environment strongly preferred.
- M&A, integration, or corporate development experience preferred.
- Home services, HVAC, plumbing, electrical, field services, or other distributed service business experience is a plus.
- Experience working directly with data warehouses and business intelligence environments preferred.
- Familiarity with Sage Intacct, ServiceTitan, or comparable platforms is a plus.
THE LEADER WE'RE LOOKING FORYou're not just a finance leader-you are a strategic operator who happens to be great with numbers.
You're curious, analytical, commercially minded, and comfortable creating answers when they don't already exist. You can challenge assumptions, influence decisions, simplify complexity, and connect the numbers to the story behind the business.
If you want to build, influence, and help shape the future of a growing company-we'd like to meet you.
