Nearu
Family of home‑services companies acquiring and empowering local HVAC, plumbing & electrical brands.
Financial Planning Analyst
Senior FP&A Analyst overseeing budgeting, forecasting, and financial analysis for multiple branches.
Job Highlights
About the Role
• Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements. • Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement. • Lead the development, implementation, and monitoring of the annual budget and long-term financial plans. • Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities. • Continuously refine and improve forecasting models to enhance accuracy and relevance. • Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making. • Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives. • Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance. • 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. • Respond to inquiries from senior management with insightful and data-driven recommendations. • Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives. • Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
Key Responsibilities
- ▸financial reporting
- ▸budget management
- ▸forecast modeling
- ▸kpi development
- ▸data analysis
- ▸performance metrics
What You Bring
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. • Strong analytical skills with the ability to interpret complex financial data • Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables • Excellent proficiency in financial modeling, financial reporting, and forecasting • 2+ years' experience in an FP&A role • Advanced proficiency in Excel; experience with Power BI software is a plus • Bachelor's degree in finance, or related field
Requirements
- ▸excel
- ▸power bi
- ▸financial modeling
- ▸2+ years
- ▸bachelor's
- ▸private equity
Benefits
NearU Charlotte Metro (onsite Monday-Thursday, remote Friday)
Work Environment
Office Full-Time