Apex Service Partners
Join to apply for the
FP&A Analyst
role at
Apex Service Partners Join to apply for the
FP&A Analyst
role at
Apex Service Partners Get AI-powered advice on this job and more exclusive features. Mission Of The Role
Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing workstreams in financial operations, including ad hoc analyses, (ii) reporting, forecasting, and budgeting, and (iii) being a thought partner on long-term strategic planning and growth initiatives. Overview
FP&A A nalyst
Mission Of The Role
Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing workstreams in financial operations, including ad hoc analyses, (ii) reporting, forecasting, and budgeting, and (iii) being a thought partner on long-term strategic planning and growth initiatives.
This role is highly analytical, strategic, and data-oriented and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to combine financial, strategic and analytical capabilities, with a high level of emotional intelligence, to help grow the Company.
Responsibilities
Build and maintain a direct link between finance, accounting, and operations to facilitate accurate and timely reporting and financial planning Become the trusted FP&A support for APEX Partner Services functional leaders by leading the budget / forecast process for department costs, supporting functional leaders in monthly variance review of actuals to budget, and providing ad hoc reporting / analysis Support preparation of monthly consolidated financial reporting materials Support the preparation of quarterly lender compliance reporting Develop detailed financial models to facilitate strategic planning and decision-making Conduct analyses and build presentations to support Board and management dialogue and capital allocation decisions Become recognized as a trusted partner across Apex
Experience
Bachelor’s degree in finance/accounting or a related field 2+ years of prior corporate finance, transaction advisory services, investment banking and/or private equity experience Exceptional financial modelling skills Understanding of S. GAAP accounting Strong ability to communicate financial information into common language Experience working with minimal oversight and directly with senior leadership, a plus
Personal Characteristics
Analytical – finds meaning and action in numbers, and is a data-driven decision-maker Exceptional formatting skills and attention to detail Excellent communicator – written and oral Stellar time management and organizational skills Strong work ethic with a demonstrated history of outworking peers Resourceful – figures out how to achieve results creatively with finite resources Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment Works collaboratively and energetically Impeccable integrity and ethical standards Self-aware, accepting, honest, open, and respectful of others An undying commitment to personal growth and development
Other
Location: Dallas, TX Compensation: Competitive
Other Benefits: medical, dental and vision coverage; unlimited PTO; 401(k) matching
Company Overview
Apex Service Partners (“Apex” or the “Company”) is a group of leading residential services businesses that conducts HVAC, plumbing and electrical work for residential homeowners. In this fragmented industry dominated by small and founder-owned businesses, the Company’s strategy is to execute significant organic growth initiatives and high-frequency M&A. This roll-up strategy necessitates an best in class financial analysis and analytics.
Apex Service Partners was founded in 2019 with a mission to build a partnership of like-minded world-class service providers to build an industry leading national platform. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices, and expertise to deliver unparalleled service to customers and opportunities for employees.
The Company and its executive team are being backed by Alpine Investors (“Alpine”), a private equity firm that specializes in majority or full buyouts of founder-owned businesses and corporate carve- outs. Alpine specializes in middle-market companies (i.e., those with valuations up to $500 million), having invested in 50+ businesses since inception in 2001. Alpine recently closed its Fund VII at $1.0 billion in capital commitments . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Consumer Services Referrals increase your chances of interviewing at Apex Service Partners by 2x Get notified about new Financial Planning Analyst jobs in
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FP&A Analyst
role at
Apex Service Partners Join to apply for the
FP&A Analyst
role at
Apex Service Partners Get AI-powered advice on this job and more exclusive features. Mission Of The Role
Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing workstreams in financial operations, including ad hoc analyses, (ii) reporting, forecasting, and budgeting, and (iii) being a thought partner on long-term strategic planning and growth initiatives. Overview
FP&A A nalyst
Mission Of The Role
Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing workstreams in financial operations, including ad hoc analyses, (ii) reporting, forecasting, and budgeting, and (iii) being a thought partner on long-term strategic planning and growth initiatives.
This role is highly analytical, strategic, and data-oriented and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to combine financial, strategic and analytical capabilities, with a high level of emotional intelligence, to help grow the Company.
Responsibilities
Build and maintain a direct link between finance, accounting, and operations to facilitate accurate and timely reporting and financial planning Become the trusted FP&A support for APEX Partner Services functional leaders by leading the budget / forecast process for department costs, supporting functional leaders in monthly variance review of actuals to budget, and providing ad hoc reporting / analysis Support preparation of monthly consolidated financial reporting materials Support the preparation of quarterly lender compliance reporting Develop detailed financial models to facilitate strategic planning and decision-making Conduct analyses and build presentations to support Board and management dialogue and capital allocation decisions Become recognized as a trusted partner across Apex
Experience
Bachelor’s degree in finance/accounting or a related field 2+ years of prior corporate finance, transaction advisory services, investment banking and/or private equity experience Exceptional financial modelling skills Understanding of S. GAAP accounting Strong ability to communicate financial information into common language Experience working with minimal oversight and directly with senior leadership, a plus
Personal Characteristics
Analytical – finds meaning and action in numbers, and is a data-driven decision-maker Exceptional formatting skills and attention to detail Excellent communicator – written and oral Stellar time management and organizational skills Strong work ethic with a demonstrated history of outworking peers Resourceful – figures out how to achieve results creatively with finite resources Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment Works collaboratively and energetically Impeccable integrity and ethical standards Self-aware, accepting, honest, open, and respectful of others An undying commitment to personal growth and development
Other
Location: Dallas, TX Compensation: Competitive
Other Benefits: medical, dental and vision coverage; unlimited PTO; 401(k) matching
Company Overview
Apex Service Partners (“Apex” or the “Company”) is a group of leading residential services businesses that conducts HVAC, plumbing and electrical work for residential homeowners. In this fragmented industry dominated by small and founder-owned businesses, the Company’s strategy is to execute significant organic growth initiatives and high-frequency M&A. This roll-up strategy necessitates an best in class financial analysis and analytics.
Apex Service Partners was founded in 2019 with a mission to build a partnership of like-minded world-class service providers to build an industry leading national platform. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices, and expertise to deliver unparalleled service to customers and opportunities for employees.
The Company and its executive team are being backed by Alpine Investors (“Alpine”), a private equity firm that specializes in majority or full buyouts of founder-owned businesses and corporate carve- outs. Alpine specializes in middle-market companies (i.e., those with valuations up to $500 million), having invested in 50+ businesses since inception in 2001. Alpine recently closed its Fund VII at $1.0 billion in capital commitments . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Consumer Services Referrals increase your chances of interviewing at Apex Service Partners by 2x Get notified about new Financial Planning Analyst jobs in
Irving, TX . Risk (Capital, Liquidity, and Market) | Analyst | Dallas
Irving, TX $75,000.00-$95,000.00 1 month ago Investment Banking - Mid-Cap Investment Banking - Analyst
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Credit Risk and Analysis | Analyst | Dallas
Dallas, TX $80,000.00-$90,000.00 2 weeks ago Irving, TX $110,520.00-$165,840.00 6 days ago Dallas, TX $66,000.00-$124,000.00 2 weeks ago Dallas, TX $70,000.00-$80,000.00 3 weeks ago Asset & Wealth Management, Fund Management, Analyst / Associate - Dallas
Irving, TX $75,000.00-$80,000.00 1 week ago Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
Irving, TX $90,000.00-$105,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr