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Senior Financial Planning Analyst
Nearu
Oversee financial planning, forecasting, and analysis for multiple branch entities.
7d ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
Charlotte Metro
Office Full-Time
Company Size
1,000 Employees
Service Specialisms
HVAC
Plumbing
Electrical
Generator services
Home services
Residential construction
Light commercial construction
Sector Specialisms
HVAC
Plumbing
Electrical
Residential
Light Commercial
Role
What you would be doing
financial analysis
budget planning
forecast modeling
kpi development
performance reporting
strategic insights
- Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
- Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
- Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.
- Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
- Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
- Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
- Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
- Respond to inquiries from senior management with insightful and data-driven recommendations.
- Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
- Continuously refine and improve forecasting models to enhance accuracy and relevance.
- Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
- Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
- Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
What you bring
finance degree
fp&a
excel
power bi
financial modeling
private equity
We are seeking a highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team. This role will oversee financial planning for multiple branch entities. The ideal candidate will have a strong understanding of private equity, or experience with multi-entities, with advanced financial planning and analysis experience.
- Bachelor's degree in finance, or related field
- 2+ years' experience in an FP&A role
- Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
- Excellent proficiency in financial modeling, financial reporting, and forecasting
- Strong analytical skills with the ability to interpret complex financial data
- Advanced proficiency in Excel; experience with Power BI software is a plus
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation 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.
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.
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