Accounting/Finance - Sr. FP & A Analyst at Nearu in Charlotte, NC | Kablio

Role

Description

kpi development

financial forecasting

budget planning

variance analysis

data reporting

scenario modeling

Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
Respond to inquiries from senior management with insightful and data-driven recommendations.
Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.
Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
Continuously refine and improve forecasting models to enhance accuracy and relevance.
Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.

Requirements

bachelor's

fp&a

excel

power bi

financial modeling

analytical

Bachelor's degree in finance, or related field
Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
2+ years' experience in an FP&A role
Advanced proficiency in Excel; experience with Power BI software is a plus
Excellent proficiency in financial modeling, financial reporting, and forecasting
Strong analytical skills with the ability to interpret complex financial data

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

2018Founded

Year Established

The company was established in Charlotte in 2018 with a mission to elevate local HVAC, plumbing, and electrical businesses.

22Acquisitions

Rapid Expansion

By late 2022, the company had completed 22 acquisitions, showcasing its bold growth trajectory.

24Brands

National Reach

NearU now unites over 24 legacy brands across multiple U.S. states, blending local roots with strong operational support.

Began with a mission to elevate local HVAC, plumbing, and electrical businesses.
Backed by investors like SkyKnight and Freeman Spogli, it has grown through strategic capital and acquisitions.
Typical projects include HVAC installation, plumbing repairs, and electrical upgrades for homes and small businesses.
Integrates training, tech, and process-driven systems into each acquired business.
Leadership transitioned its founder to chairman and brought in a seasoned CEO from the water‑services sector.
_RETAINS LOCAL(ids): NearU retains local company names and teams, weaving them into a family that benefits from shared expertise.

Culture + Values

Over 100 years

Collective Team Experience

The team brings over a century of combined expertise, shaping the future of the home services industry.

Thousands of career paths

Impactful Career Opportunities

Focused on creating meaningful growth opportunities for skilled trade professionals across the United States.

Data driven and methodical, with consistent execution.
Committed to reshaping the next 100 years of the Home Services industry.
Unmatched pay and benefits, a better work-life balance, and a growth-oriented work culture.
Performance and accountability while keeping organizational culture as our North Star.
Warm welcome to your entire team to the NearU family.

Environment + Sustainability

Inclusion & Diversity

Articles

NearU expands via acquisition of Robertson Electric

NearU partners with PlumbV (plumbing services)

NearU CEO transition announcement

Role

Description

kpi development

financial forecasting

budget planning

variance analysis

data reporting

scenario modeling

Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
Respond to inquiries from senior management with insightful and data-driven recommendations.
Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.
Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
Continuously refine and improve forecasting models to enhance accuracy and relevance.
Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.

Requirements

bachelor's

fp&a

excel

power bi

financial modeling

analytical

Bachelor's degree in finance, or related field
Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
2+ years' experience in an FP&A role
Advanced proficiency in Excel; experience with Power BI software is a plus
Excellent proficiency in financial modeling, financial reporting, and forecasting
Strong analytical skills with the ability to interpret complex financial data

Benefits

Information not given or found

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found