NearU
Vice President Financial Planning Analysis
NearU, Charlotte, North Carolina, United States, 28245
Job Description
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 orientation, 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, Service Titan, 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 diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We offer benefits including: Medical, Dental, Vision, Life, 401(k), Paid Time Off & additional voluntary benefits.
Company Description NearU is a family of home services companies led by some of the most prominent veterans and visionaries in our industry. We seek to acquire strong, local HVAC, plumbing, and electrical brands that serve residential and light commercial markets. We retain employees and management teams of the companies we acquire and provide them with resources and processes to better the lives of their customers, employees, and communities. By improving customer experience, technology adoption, business processes, and talent management, we raise the bar of success in our industry and drive growth for our family of companies.
We believe that better outcomes occur when everyone’s interests are aligned: customers, employees, distributors, and business owners. To ensure collective success, we focus on long‑term growth initiatives that provide all stakeholders with the resources and opportunities they need to thrive. NearU’s mission is to deliver better service outcomes for our customers, better growth opportunities for our employees, and better transitions for business owners looking to sell their companies. Our seasoned leadership team uses proven industry playbooks, provides engaged strategic direction, and invests in cutting‑edge operational and technological infrastructure to drive growth.
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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 orientation, 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, Service Titan, 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 diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We offer benefits including: Medical, Dental, Vision, Life, 401(k), Paid Time Off & additional voluntary benefits.
Company Description NearU is a family of home services companies led by some of the most prominent veterans and visionaries in our industry. We seek to acquire strong, local HVAC, plumbing, and electrical brands that serve residential and light commercial markets. We retain employees and management teams of the companies we acquire and provide them with resources and processes to better the lives of their customers, employees, and communities. By improving customer experience, technology adoption, business processes, and talent management, we raise the bar of success in our industry and drive growth for our family of companies.
We believe that better outcomes occur when everyone’s interests are aligned: customers, employees, distributors, and business owners. To ensure collective success, we focus on long‑term growth initiatives that provide all stakeholders with the resources and opportunities they need to thrive. NearU’s mission is to deliver better service outcomes for our customers, better growth opportunities for our employees, and better transitions for business owners looking to sell their companies. Our seasoned leadership team uses proven industry playbooks, provides engaged strategic direction, and invests in cutting‑edge operational and technological infrastructure to drive growth.
#J-18808-Ljbffr