Senior FP&A

Job Description

Job Description

Senior FP&A Analyst

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 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.

Job Responsibilities:

Financial Planning and Analysis:

• Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
• Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
• Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.

Forecasting:

• Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
• Continuously refine and improve forecasting models to enhance accuracy and relevance.

Performance Metrics:

• Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
• Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.

Cross-Functional Collaboration:

• Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
• Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.

Financial Reporting:

• Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
• Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.

Ad-hoc Analysis:

• 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.

Qualifications:

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

Company Description

NearU is taking the traditional home services career path in an exciting new direction. We want you to be a part of that change. The success of our mission hinges on the success of our employees, which is why we dedicate more resources, time, and training for our people than any other home services company.

Whether you're an industry veteran, or just starting out, there's a lot to be excited about when you join NearU:

Attractive compensation and benefits
Paid formal on-the-job training
Flexible work schedule
Ample advancement opportunities
Assistance with licensing and certifications

Company Description

NearU is taking the traditional home services career path in an exciting new direction. We want you to be a part of that change. The success of our mission hinges on the success of our employees, which is why we dedicate more resources, time, and training for our people than any other home services company.\r\n\r\nWhether you're an industry veteran, or just starting out, there's a lot to be excited about when you join NearU:\r\n\r\nAttractive compensation and benefits\r\nPaid formal on-the-job training\r\nFlexible work schedule\r\nAmple advancement opportunities\r\nAssistance with licensing and certifications