VP of FP&A

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, 401k, Paid Time Off & additional voluntary benefits