Senior Financial Planning and Analysis Analyst

Sr. FP&A Analyst

Location:

• Charlotte, North Carolina, United States

Hybrid

Sector:

• Accounting and Finance

Work Type:

• Direct Hire

THE TEAM YOU WILL BE JOINING

• Private equity-backed residential services company with 27 branches across 13 states, planning to grow from roughly $50M to $250M in revenue over the next five years
• Highly predictable business model, with about 90% of customers on recurring subscription agreements and most payments processed through autopay
• Lean, newly forming in-house Finance team based at the company’s future national headquarters in Concord, NC
• Direct access to the CFO and Controller, with visibility to the executive team and private equity sponsor
• Entrepreneurial environment where processes, systems, and reporting are actively being built
• Culture focused on humility, integrity, teamwork, ownership, and intellectual curiosity

WHAT THEY OFFER YOU

• Opportunity to help build the FP&A function from the ground up during a period of rapid growth
• Broad responsibility across budgeting, forecasting, financial modeling, and management reporting
• Hands-on work with large operational datasets, Power BI, and field-service data to turn operating metrics into financial insight
• Exposure to a NetSuite ERP implementation and the build-out of scalable, multi-entity reporting
• Involvement in private equity reporting, including monthly reporting packages and quality of earnings analysis
• Potential exposure to acquisitions, new market openings, and other strategic growth initiatives
• Hybrid schedule, with Tuesday through Thursday in office and Monday and Friday remote

WHAT YOU WILL DO

• Develop and maintain financial models, forecasts, and budgets supporting both short-term operating plans and the company’s five-year growth strategy
• Prepare monthly business performance reporting, including variance explanations and forward-looking estimates, for the CFO, executive team, and private equity sponsor
• Build branch- and market-level P&L reporting to evaluate performance across a multi-state footprint
• Pull and analyze customer, billing, and service data from the company’s field-service platform to track KPIs such as customer growth, retention, revenue per customer, and route productivity
• Develop and maintain Power BI dashboards that give leadership timely visibility into operational and financial performance
• Support the annual planning and budgeting process, partnering with branch and regional leaders to gather inputs and build accountability to the plan
• Perform scenario analysis and ROI modeling for new branch openings, market splits, and service line expansion
• Support acquisition analysis, due diligence, and post-close performance tracking of acquired businesses
• Assist with monthly quality of earnings rollforwards and other private equity reporting requirements
• Conduct ad hoc financial analysis and support special projects as the business scales
• Translate complex financial and operational data into clear, actionable recommendations for leadership

WHY THIS ROLE IS IMPORTANT

• Serves as the first dedicated FP&A resource in a business planning to roughly 5x its revenue, shaping how leadership measures and manages performance
• Turns a large volume of recurring customer and field-service data into the insight needed to drive growth, pricing, and operational decisions
• Builds the budgeting, forecasting, and reporting foundation the company will rely on as it adds branches, markets, and acquisitions
• Gives leadership and the private equity sponsor reliable visibility into branch, market, and company-wide performance
• Supports decisions on where to invest, including new markets, acquisitions, and expanded service offerings

THE BACKGROUND THAT FITS

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
• 3+ years of FP&A, financial analysis, or closely related experience
• Strong understanding of budgeting, forecasting, financial modeling, and scenario analysis
• Advanced Excel skills and comfort working with large, complex operational datasets
• Power BI or other business intelligence and data visualization experience is highly valued
• Experience working within an ERP environment; NetSuite experience is a plus
• Ability to communicate financial insights clearly to finance and non-finance leaders
• Curious, data-oriented, and trainable, with a desire to understand the business behind the numbers
• Experience in a private equity-backed, multi-location, subscription, or service-based business is a plus
• Exposure to acquisition analysis, due diligence, or integration is valuable
• Strong attention to detail and the ability to manage multiple priorities in a fast-paced, evolving environment

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