FP&A Manager - US

Now Hiring • Houston, TX

2d • $140,000

About The Position

Job Responsibilities Financial Planning & Forecasting Lead annual budgeting, rolling forecasts, and long-range planning processes within Adaptive Planning Build and enhance revenue forecasting models, including backlog, pipeline, bookings, and conversion analytics Partner with business leaders to develop accurate, data-driven forecasts Analyze actuals versus budget/forecast and deliver actionable insights to leadership Support strategic planning initiatives and growth modeling Business Intelligence & Stakeholder Partnership Design, build, and maintain BI dashboards to provide clear visibility into revenue, operational, and financial performance Translate complex financial and operational data into intuitive, decision-ready visualizations Partner with functional leaders to understand business drivers, KPIs, and data gaps Improve data transparency, consistency, and governance across reporting platforms Drive adoption of dashboards and reporting tools through stakeholder training and enablement Act as a trusted advisor, helping stakeholders interpret data and make informed decisions Adaptive Planning – System Owner Serve as the business owner and primary administrator of Adaptive Planning Own platform governance, model architecture, dimensional structure, and data integrity Lead enhancements, new model builds, and continuous optimization of forecasting capabilities Partner with Accounting, IT, and Operations to integrate ERP and other source systems Manage user access, security roles, and workflow controls Develop scalable dashboards, reports, and executive-ready outputs Train business users and standardize planning processes across the organization Act as the primary liaison with the Adaptive vendor and implementation partners Required Experience and Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or related field 5–8+ years of FP&A or revenue-focused finance experience Advanced Excel and financial modeling expertise Experience building BI dashboards (Power BI, Tableau, or similar tools) Hands-on experience administering or owning a financial planning system (Adaptive Planning strongly preferred) Proven ability to operate effectively in a fast-paced, private equity–backed environment Preferred Experience in power, utilities, energy services, industrial, or field services sectors Experience supporting private equity sponsors Exposure to M&A and multi-entity environments CPA, CFA, or MBA preferred Who we are!   RESA Power is a dynamic, people first organization that prides itself on being the employer of choice in its industry! RESA is fortunate to have an extraordinarily talented group of people who take pride in everything they do! RESA Power has locations throughout the United States & Canada. We are a trusted service provider committed to ensuring the safety, performance, and compliance of electrical distribution systems. With a track record of long-term partnerships and excellence in customer experience for nearly a decade!    Our Mission   Ensure reliable and safe mission-critical power across our customers’ electrical infrastructure lifecycle.    Our Vision    To be the premier, first-choice, trusted provider in the US and Canada for critical power services and products by delivering the best customer and employee experience in the industry.  Core Cultural Competencies We do it right We pride ourselves on our integrity and expertise. We don’t cut corners. You perform job responsibilities safely, efficiently, and thoroughly all day, every day. You conduct yourself professionally, ethically, and honestly. You display sound judgment and decision-making skills. You avoid choosing courses of action that assume unreasonable risk to yourself or the Company. You are on time and preplan time off. You produce a quality product. We are customer driven Our number one concern is our customers and our long-term relationships with them prove our dedication. You approach job responsibilities with enthusiasm, professionalism, and in a customer focused manner. You promote goodwill by handling all contacts (example: coworkers, management, vendors, customers, etc.) with respect, courtesy, cooperation, attentiveness and following instructions from management. We focus on growth We are dedicated to growing the company and our employees. You understand and apply your knowledge of techniques, policy, procedures, equipment, and skills involved in the job. You seek out new assignments and assume additional duties. You seek to expand your abilities (certifications, continuing ed, OTJ experience, etc.). We solve problems Every day is different, so we need to be innovative, decision makers, flexible and adaptable. You efficiently and thoroughly complete assignments. You perform work assignments independently. You propose new ideas and find better ways of doing things. We get it done We are efficient, reliable and no nonsense. We work hard, but we also play hard. You follow through on commitments in a timely way. You produce easily understandable and accurate reports that meet customer and/or Company expectations. You actively listen. You seek advice and help as appropriate. You can effectively deliver messages to a variety of individuals (RESA employees, vendors, customers, etc.). We build strong relationships Our leaders are servant leaders. We provide you with the support of a well-run company, but the connectedness of a family.  We collaborate with each other and our customers. You collaborate to create the best solutions for each other and our customers. You build strong relationships within the team, across RESA departments and locations and with customers and vendors. Additional Information Travel:  up to 25% Travel Physical Demands:  Occasionally l ifting 25lbs. Position sits completing computer and phone work. Compensation: $140,000 w/15% bonus RESA Power is an equal opportunity employer.  Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5–8+ years of FP&A or revenue-focused finance experience
• Advanced Excel and financial modeling expertise
• Experience building BI dashboards (Power BI, Tableau, or similar tools)
• Hands-on experience administering or owning a financial planning system (Adaptive Planning strongly preferred)
• Proven ability to operate effectively in a fast-paced, private equity–backed environment

Nice To Haves

• Experience in power, utilities, energy services, industrial, or field services sectors
• Experience supporting private equity sponsors
• Exposure to M&A and multi-entity environments
• CPA, CFA, or MBA preferred

Responsibilities

• Lead annual budgeting, rolling forecasts, and long-range planning processes within Adaptive Planning
• Build and enhance revenue forecasting models, including backlog, pipeline, bookings, and conversion analytics
• Partner with business leaders to develop accurate, data-driven forecasts
• Analyze actuals versus budget/forecast and deliver actionable insights to leadership
• Support strategic planning initiatives and growth modeling
• Design, build, and maintain BI dashboards to provide clear visibility into revenue, operational, and financial performance
• Translate complex financial and operational data into intuitive, decision-ready visualizations
• Partner with functional leaders to understand business drivers, KPIs, and data gaps
• Improve data transparency, consistency, and governance across reporting platforms
• Drive adoption of dashboards and reporting tools through stakeholder training and enablement
• Act as a trusted advisor, helping stakeholders interpret data and make informed decisions
• Serve as the business owner and primary administrator of Adaptive Planning
• Own platform governance, model architecture, dimensional structure, and data integrity
• Lead enhancements, new model builds, and continuous optimization of forecasting capabilities
• Partner with Accounting, IT, and Operations to integrate ERP and other source systems
• Manage user access, security roles, and workflow controls
• Develop scalable dashboards, reports, and executive-ready outputs
• Train business users and standardize planning processes across the organization
• Act as the primary liaison with the Adaptive vendor and implementation partners

What This Job Offers

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