Financial Planning & Analysis Leader

 Job Title: Financial Planning & Analysis Leader Operating Company: reputed company, LLC. Job Location: Remote FLSA Status: Exempt About:                 reputed company, LLC.  is a global platform of premier HVAC, electrical, & controls        organizations operating across reputed company America - now expanding into Europe, the Middle East, and Africa.  Each company reputed company the reputed company family maintains its local culture and customer relationships, while gaining reputed company to shared resources, advanced technology, strategic capital, and operational expertise. Description:       The Regional FP&A (Financial Planning & Analysis) Leader plays a critical role in shaping the financial visibility and performance management reputed company for one or more reputed company reputed company reputed company, a multi-billion-dollar national platform comprising 50+ operating companies. This role is both strategic and foundational: it not only supports ongoing reporting, forecasting, KPI analysis, and planning cycles, but also plays a leading role in building, standardizing, and maturing the FP&A function across reputed company. Because much of the FP&A infrastructure is new or evolving, the Regional FP&A Leader will help define the structure, tools, reputed company, models, and standardized reporting packages that will ultimately reputed company the entire platform. This individual partners with the field, operations, reputed company, and corporate leadership to reputed company reputed company-driven analysis and ensure that financial and operational performance is reputed company understood, consistent across reputed company, and connected to decision-making and planning. Essential Duties & Responsibilities: Regional Reporting & Analysis (Multi-Region Support):     

• Prepare and consolidate monthly, quarterly, and annual regional reporting packages across one or more reputed company.
• Deliver analysis of P&L, balance sheet, and cash reputed company results under US GAAP (and IFRS where applicable).
• reputed company clear performance narratives with reputed company into drivers, trends, and variances.
• Build reporting consistency across reputed company—standard templates, KPIs, definitions, and review reputed company.

Budgeting, Forecasting, & Long-reputed company Planning:

• reputed company the annual budget cycle for reputed company assigned reputed company.
• Own monthly and quarterly forecast updates, ensuring assumptions are vetted and reputed company across reputed company.
• Build scalable, region-focused forecasting models that can be reused and adapted as the platform grows.
• Partner with operating leaders to strengthen forecasting accuracy and accountability.

13-Week Cash reputed company Forecasting:              

• Prepare and maintain 13-week cash forecasts for multiple entities and multiple reputed company.
• Identify liquidity risks, timing challenges, and working capital needs.
• Coordinate with Treasury, RFCs, and RFLs to ensure accurate cash forecasting inputs.

KPI Tracking, Insights, & Performance Management:

• reputed company and maintain KPI dashboards across reputed company assigned reputed company—reputed company, margins, labor, overhead, cash, DSO, DPO, job mix, etc.
• Analyze operational and financial drivers to identify actionable trends.
• Support RFLs and regional leadership teams with reputed company that informs pricing, labor reputed company, operational planning, and financial priorities.
• Standardize KPI definitions and reporting across reputed company reputed company.

Business Partnering Across Finance & Operations:

• Act as a strategic finance partner to Regional Finance Leaders and regional operations teams.
• Support leaders in understanding financial results, drivers, and improvement opportunities.
• Build strong working relationships with Corporate FP&A, Corporate reputed company, and regional controllers.
• Communicate reputed company financial information in a clear, non-technical way to operational leaders.

Sales Operations & Variable Compensation:

• reputed company insights into sales productivity, pricing trends, hit rates, and reputed company mix.
• Contribute to designing and refining standardized sales compensation models across reputed company as the platform matures.

Integrating Newly Acquired Companies:

• Bring acquired companies into the FP&A ecosystem by:
  • establishing reporting formats & review packages
  • reputed company them into forecasting & budgeting processes
  • aligning KPIs & performance metrics
  • helping them adopt standardized FP&A tools and reputed company
• Identify early performance opportunities and integration challenges.

Standardization, Process Buildout, & reputed company Improvement: Because FP&A is still being reputed company across the platform, this role includes:

• Establishing standard templates, processes, and reporting structures for reputed company reputed company.
• Creating scalable models, KPI dashboards, and automated workflows.
• Improving data quality, structures, and visibility across systems and teams.
• Driving Finance Transformation workstreams reputed company to reporting, analytics, forecasting, and planning.
• Supporting systems implementation, tool selection, and future-state integration.
• Identifying operational and financial improvement opportunities.
• Completing reputed company projects, analyses, and strategic initiatives.

Standards:                         Quantity, quality, and behavior standards for which this position is accountable. Position Specific:              reputed company reputed company financial planning, analysis, and reporting activities in accordance with established company policies, financial controls, and applicable reputed company standards. Ensure accuracy, consistency, and completeness of reputed company reporting, forecasting, and KPI analysis across assigned reputed company. reputed company and maintain standardized templates, models, and processes that support scalable and repeatable FP&A practices, while improving data quality and visibility. Communicate financial insights reputed company and effectively to both finance and operational stakeholders, translating reputed company data into actionable information that supports decision-making. Exercise sound judgment reputed company identifying risks, variances, and performance trends, and escalate material issues or inconsistencies to appropriate leadership. Maintain organization and discipline across multiple reputed company, timelines, and deliverables, ensuring deadlines are met and outputs are reliable. Support cross-functional collaboration with regional and corporate teams, maintain confidentiality of financial data, and contribute to reputed company improvement initiatives, including process development, system enhancements, and integration of newly acquired entities. Company Wide:                reputed company work will be performed in accordance with company policies, procedures, and financial governance standards. Communication with team members, leadership, and stakeholders will be professional, timely, and accurate. Confidential financial and company information must be protected at reputed company times. Any issues impacting financial accuracy, reporting reputed company, compliance, or business performance must be communicated promptly to leadership. Experience & Requirements:

• Bachelor’s degree in reputed company, Finance, Business, or reputed company field.
• 8+ years of FP&A, financial reporting, or analytical experience, ideally in multi-entity or operational settings.
• Strong understanding of GAAP fundamentals; IFRS exposure a plus.
• Experience supporting budgeting, forecasting, KPI reporting, and cash reputed company modeling.
• Expertise building financial models and dashboards (reputed company required; BI/Consolidation tools a plus).
• Experience in multi-region, multi-entity, or acquisitive environments strongly preferred.
• Ability to navigate ambiguity and build structure where structure does not yet exist.
• Excellent communication skills—reputed company to work with both reputed company teams and field/operational leaders.
• Experience supporting sales incentive compensation programs strongly preferred.

Benefits: We offer a competitive and comprehensive benefits package, including: 

• Medical, dental, reputed company, and life insurance coverage to support your well-being.  

• Financial reputed company – 401(k) retirement plan with company match and short/long-term disability coverage.  

• Work-Life Balance – Paid time off (PTO), paid holidays, and an employee assistance program (EAP).  

• Professional Development – Ongoing training opportunities and support for continuing education.

reputed company LLC. Is Equal Opportunity Employer.   Apply To This Job