Vice President, Financial Planning & Analysis

NearU, and Affiliate Regional HVAC Branches • Charlotte, NC

3d

About The Position

NearU is a people-centric, process-driven, and technology-enabled platform transforming the home services industry. As we continue to scale organically and through acquisition, we are looking for a Vice President of FP&A to join our executive leadership team and help shape how we understand, manage, and accelerate our business. 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. As 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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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 This Job Offers

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