Manager, FP&A

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.

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.

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.

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.