Accounting/Finance - Sr. FP & A Analyst

NearU, and Affiliate Regional HVAC Branches•Charlotte, NC

21d

About The Position

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee experience. We are seeking a highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team. This role will oversee financial planning for multiple branch entities. The ideal candidate will have a strong understanding of private equity, or experience with multi-entities, with advanced financial planning and analysis experience.

Requirements

2+ years' experience in an FP&A role
Bachelor's degree in finance, or related field
Advanced proficiency in Excel; experience with Power BI software is a plus
Excellent proficiency in financial modeling, financial reporting, and forecasting
Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
Strong analytical skills with the ability to interpret complex financial data

Responsibilities

Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
Continuously refine and improve forecasting models to enhance accuracy and relevance.
Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.
Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
Respond to inquiries from senior management with insightful and data-driven recommendations.