Financial Planning & Analysis Leader

Accounts Portal • Troup, TX

1d • Remote

About The Position

The Regional FP&A (Financial Planning & Analysis) Leader plays a critical role in shaping the financial visibility and performance management framework for one or more regions within AIR Control Concepts, a multi-billion-dollar national platform comprising 50+ operating companies. This role is both strategic and foundational: it not only supports ongoing reporting, forecasting, KPI analysis, and planning cycles, but also plays a leading role in building, standardizing, and maturing the FP&A function across regions. Because much of the FP&A infrastructure is new or evolving, the Regional FP&A Leader will help define the structure, tools, cadence, models, and standardized reporting packages that will ultimately span the entire platform. This individual partners with the field, operations, accounting, and corporate leadership to provide insight-driven analysis and ensure that financial and operational performance is clearly understood, consistent across regions, and connected to decision-making and planning.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 8+ years of FP&A, financial reporting, or analytical experience, ideally in multi-entity or operational settings.
• Strong understanding of GAAP fundamentals; IFRS exposure a plus.
• Experience supporting budgeting, forecasting, KPI reporting, and cash flow modeling.
• Expertise building financial models and dashboards (Excel required; BI/Consolidation tools a plus).
• Experience in multi-region, multi-entity, or acquisitive environments strongly preferred.
• Ability to navigate ambiguity and build structure where structure does not yet exist.
• Excellent communication skills—able to work with both accounting teams and field/operational leaders.
• Experience supporting sales incentive compensation programs strongly preferred.

Responsibilities

• Prepare and consolidate monthly, quarterly, and annual regional reporting packages across one or more regions.
• Deliver analysis of P&L, balance sheet, and cash flow results under US GAAP (and IFRS where applicable).
• Develop clear performance narratives with insight into drivers, trends, and variances.
• Build reporting consistency across regions—standard templates, KPIs, definitions, and review cadence.
• Lead the annual budget cycle for all assigned regions.
• Own monthly and quarterly forecast updates, ensuring assumptions are vetted and aligned across regions.
• Build scalable, region-focused forecasting models that can be reused and adapted as the platform grows.
• Partner with operating leaders to strengthen forecasting accuracy and accountability.
• Prepare and maintain 13-week cash forecasts for multiple entities and multiple regions.
• Identify liquidity risks, timing challenges, and working capital needs.
• Coordinate with Treasury, RFCs, and RFLs to ensure accurate cash forecasting inputs.
• Develop and maintain KPI dashboards across all assigned regions—revenue, margins, labor, overhead, cash, DSO, DPO, job mix, etc.
• Analyze operational and financial drivers to identify actionable trends.
• Support RFLs and regional leadership teams with insight that informs pricing, labor decisions, operational planning, and financial priorities.
• Standardize KPI definitions and reporting across all regions.
• Act as a strategic finance partner to Regional Finance Leaders and regional operations teams.
• Support leaders in understanding financial results, drivers, and improvement opportunities.
• Build strong working relationships with Corporate FP&A, Corporate Accounting, and regional controllers.
• Communicate complex financial information in a clear, non-technical way to operational leaders.
• Provide insights into sales productivity, pricing trends, hit rates, and revenue mix.
• Contribute to designing and refining standardized sales compensation models across regions as the platform matures.
• Bring acquired companies into the FP&A ecosystem by: establishing reporting formats & review packages onboarding them into forecasting & budgeting processes aligning KPIs & performance metrics helping them adopt standardized FP&A tools and cadence Identify early performance opportunities and integration challenges.
• Establishing standard templates, processes, and reporting structures for all regions.
• Creating scalable models, KPI dashboards, and automated workflows.
• Improving data quality, structures, and visibility across systems and teams.
• Driving Finance Transformation workstreams related to reporting, analytics, forecasting, and planning.
• Supporting systems implementation, tool selection, and future-state integration.
• Identifying operational and financial improvement opportunities.
• Completing ad hoc projects, analyses, and strategic initiatives.
• Perform all financial planning, analysis, and reporting activities in accordance with established company policies, financial controls, and applicable accounting standards.
• Ensure accuracy, consistency, and completeness of all reporting, forecasting, and KPI analysis across assigned regions.
• Develop and maintain standardized templates, models, and processes that support scalable and repeatable FP&A practices, while improving data quality and visibility.
• Communicate financial insights clearly and effectively to both finance and operational stakeholders, translating complex data into actionable information that supports decision-making.
• Exercise sound judgment when identifying risks, variances, and performance trends, and escalate material issues or inconsistencies to appropriate leadership.
• Maintain organization and discipline across multiple regions, timelines, and deliverables, ensuring deadlines are met and outputs are reliable.
• Support cross-functional collaboration with regional and corporate teams, maintain confidentiality of financial data, and contribute to continuous improvement initiatives, including process development, system enhancements, and integration of newly acquired entities.

Benefits

• Health & Wellness – Medical, dental, vision, and life insurance coverage to support your well-being.
• Financial Security – 401(k) retirement plan with company match and short/long-term disability coverage.
• Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).
• Professional Development – Ongoing training opportunities and support for continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level