ZipRecruiter
Vice President Financial Planning & Analysis
ZipRecruiter, Charlotte, North Carolina, United States, 28245
Overview
Vice President of FP&A
Location: Charlotte, NC — onsite 4 days per week. Relocation will be considered for the right candidate.
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 strategic and analytical leader to join our executive team as the Vice President of Financial Planning & Analysis (FP&A). This role is critical to driving financial strategy, supporting business decisions, and ensuring the company\'s financial health. The VP of FP&A will oversee budgeting, forecasting, long-range planning, and performance analysis to provide key insights to the executive team and Board of Directors.
Responsibilities
Lead the FP&A team in developing and managing the company’s annual budget, quarterly forecasts, and long-term financial plans
Provide strategic support and insight to the CEO, CFO, and senior leadership through financial analysis, scenario modeling, and business performance reviews
Ensure accurate and timely reporting of financial performance against budget, forecast, and prior periods including variance analysis
Develop key performance indicators (KPIs) and dashboards to monitor business performance and drive accountability consistent with Company goals
Analyze financial and operational results to better understand company performance
Collaborate closely with Accounting, Marketing, and Business Unit Leaders to provide support and ensure alignment across initiatives
Drive continuous improvement in financial systems, reporting, and planning processes
Present reporting, insights, and recommendations to senior leadership and the Board of Directors in a clear and actionable manner
Work on regular reporting and ad hoc projects for the Private Equity sponsor
Serve as a financial consultant to various departments on key initiatives and projects
Lead, mentor, and grow a high-performing FP&A team with emphasis on organizational collaboration, results-driven performance, professional development, and continuous learning
Skills and qualifications
Bachelor’s degree (MBA preferred)
5+ years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role
Private Equity backed company experience is highly desirable
Experience in a high-growth, highly acquisitive environment is desirable
Experience in a home services company is a plus
Proven track record of developing strategic financial plans and delivering actionable insights
Advanced financial modeling, forecasting, and data analysis skills
Comfort in an environment where data and insight are not requested but created
Strong business acumen and ability to translate complex financial concepts into clear narratives
Familiarity with financial software (Alteryx, Sage Intacct, ServiceTitan, Databricks) is a plus
Familiarity with data warehouse environments and experience in accessing data directly
Excellent communication, leadership, and stakeholder management skills
Note:
This job description is not intended to be all-inclusive. Employee may be expected to perform other related duties as assigned.
Disclaimer:
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This document does not create an employment contract, implied or otherwise. Management reserves the right to change, add, or remove duties at any time with or without notice.
Equal Opportunity Employer We are an equal opportunity employer and value at our company. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by law.
Benefits We offer benefits including: Medical, Dental, Vision, Life, 401k, Paid Time Off, and additional voluntary benefits.
Company Description NearU is a family of home services companies focused on HVAC repair, installation, and maintenance. We seek to acquire strong local brands and retain the employees and management teams of the companies we acquire, providing resources and processes to better the lives of customers, employees, and communities. Our approach is data-driven and methodical, with a focus on long-term growth and stakeholder alignment.
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Location: Charlotte, NC — onsite 4 days per week. Relocation will be considered for the right candidate.
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 strategic and analytical leader to join our executive team as the Vice President of Financial Planning & Analysis (FP&A). This role is critical to driving financial strategy, supporting business decisions, and ensuring the company\'s financial health. The VP of FP&A will oversee budgeting, forecasting, long-range planning, and performance analysis to provide key insights to the executive team and Board of Directors.
Responsibilities
Lead the FP&A team in developing and managing the company’s annual budget, quarterly forecasts, and long-term financial plans
Provide strategic support and insight to the CEO, CFO, and senior leadership through financial analysis, scenario modeling, and business performance reviews
Ensure accurate and timely reporting of financial performance against budget, forecast, and prior periods including variance analysis
Develop key performance indicators (KPIs) and dashboards to monitor business performance and drive accountability consistent with Company goals
Analyze financial and operational results to better understand company performance
Collaborate closely with Accounting, Marketing, and Business Unit Leaders to provide support and ensure alignment across initiatives
Drive continuous improvement in financial systems, reporting, and planning processes
Present reporting, insights, and recommendations to senior leadership and the Board of Directors in a clear and actionable manner
Work on regular reporting and ad hoc projects for the Private Equity sponsor
Serve as a financial consultant to various departments on key initiatives and projects
Lead, mentor, and grow a high-performing FP&A team with emphasis on organizational collaboration, results-driven performance, professional development, and continuous learning
Skills and qualifications
Bachelor’s degree (MBA preferred)
5+ years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role
Private Equity backed company experience is highly desirable
Experience in a high-growth, highly acquisitive environment is desirable
Experience in a home services company is a plus
Proven track record of developing strategic financial plans and delivering actionable insights
Advanced financial modeling, forecasting, and data analysis skills
Comfort in an environment where data and insight are not requested but created
Strong business acumen and ability to translate complex financial concepts into clear narratives
Familiarity with financial software (Alteryx, Sage Intacct, ServiceTitan, Databricks) is a plus
Familiarity with data warehouse environments and experience in accessing data directly
Excellent communication, leadership, and stakeholder management skills
Note:
This job description is not intended to be all-inclusive. Employee may be expected to perform other related duties as assigned.
Disclaimer:
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This document does not create an employment contract, implied or otherwise. Management reserves the right to change, add, or remove duties at any time with or without notice.
Equal Opportunity Employer We are an equal opportunity employer and value at our company. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, veteran status, or any other status protected by law.
Benefits We offer benefits including: Medical, Dental, Vision, Life, 401k, Paid Time Off, and additional voluntary benefits.
Company Description NearU is a family of home services companies focused on HVAC repair, installation, and maintenance. We seek to acquire strong local brands and retain the employees and management teams of the companies we acquire, providing resources and processes to better the lives of customers, employees, and communities. Our approach is data-driven and methodical, with a focus on long-term growth and stakeholder alignment.
#J-18808-Ljbffr