Director, FP&A

Canopy Service Partners
Charlotte, NC

Canopy Service Partners is a rapidly growing, acquisitive field services platform dedicated to building a best-in-class finance function as it expands from approximately 20 to over 50 brands. The company offers a dynamic, hands-on environment where finance professionals can make a significant impact. As the Senior Manager, FP&A, you will play a critical role in driving core financial processes, including cash forecasting, budgeting, monthly reporting, and process improvement. This is an execution-focused, ownership-driven position with direct exposure to senior leadership, including the CFO, and the opportunity to shape scalable financial operations as the business grows. If you are looking for a high-impact role with clear advancement potential in a collaborative and fast-paced setting, Canopy Service Partners offers a unique opportunity to advance your career.

Responsibilities

  • Lead and maintain the 13-week cash flow model, providing weekly updates and continuously improving forecast accuracy.
  • Develop and manage the core financial model, overseeing annual budgeting and monthly forecasting processes.
  • Consolidate financial inputs from the CFO and branch-level General Managers into comprehensive financial plans.
  • Prepare and deliver monthly management reporting packages, ensuring accuracy, timeliness, and actionable insights.
  • Analyze and highlight key drivers, variances, and areas requiring attention in monthly reports.
  • Establish consistent performance views across regions and brands, identifying key revenue, margin, and cost drivers.
  • Support and help standardize the monthly business review process, including the development of consistent KPIs across brands.
  • Identify and implement improvements in finance processes, reporting, and data structure to enhance speed, clarity, and reliability.
  • Build scalable financial processes to support rapid growth from approximately 20 to over 50 brands.
  • Support M&A financial modeling and post-acquisition performance tracking as needed.
  • Partner with the CFO and operational leaders on performance-related questions and strategic decisions.
  • Begin as an individual contributor with full ownership of FP&A outputs, with the opportunity to build and manage a small team as the company grows.

Qualifications

  • 6-8 years of experience in FP&A, investment banking, private equity, or corporate finance.
  • Advanced financial modeling skills and proficiency in Excel, with the ability to independently build and maintain complex models.
  • Experience in high-growth, multi-entity, or acquisitive environments.
  • Demonstrated ability to own and execute financial processes end-to-end with high reliability and attention to detail.
  • Strong analytical and problem-solving skills, with a commitment to output quality.
  • High ownership mindset and ability to operate independently in a fast-paced environment.
  • Ability to balance detailed execution with process improvement and scalability initiatives.
  • Comfortable working directly with senior leadership and operational teams.

Benefits

  • Competitive pay with opportunities for 40+ hours per week
  • Paid time off (PTO) and holidays to support work-life balance
  • Overtime opportunities during storm cleanup and peak seasons
  • Employer-paid long-term and short-term disability insurance
  • Employer-paid basic life & AD&D insurance
  • 401(k) retirement plan with up to 4% company match
  • Flexible insurance options for health, dental, and vision coverage, allowing employees to select plans that best fit their needs and budget
  • Health Insurance (Cigna Plans): Choose from Cigna OAP (Open Access Plus), Cigna OAP IN (in-network focused), or Cigna HDHP (High-Deductible Health Plan with HSA compatibility)
  • Dental Insurance (Cigna Plans): Select from the 2025 Cigna Dental PPO Low Plan or High Plan for varying coverage levels
  • Vision Insurance (Cigna Plan): Comprehensive coverage for exams, lenses, and frames
  • Health Savings Account (HSA) with $250 employer contribution (for HDHP participants) or Flexible Spending
Posted 2026-04-25

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