Financial Planning and Analysis Manager

Confidential – $500M+ private-equity sponsored services company with multiple locations

Travel: Regional, including WI, IL, OH

Our client, a leading provider of residential HVAC, plumbing, and electrical services across the Midwest, is strengthening its regional finance capabilities. We’re seeking an FP&A Manager who thrives in operator-focused environments and enjoys translating financial and operational data into practical, actionable insight.

This role sits within Operational Finance, not accounting
, and serves as a hands‑on finance partner to General Managers and Regional Directors across a significant portion of the company’s footprint. The FP&A Manager will help operating leaders understand what is driving performance, identify issues and opportunities early, and connect operational KPIs to revenue, margin, EBITDA, and cash flow.

• Partner closely with General Managers, Regional Directors, and finance leadership to provide fact‑based analysis that improves performance and supports decisions around revenue, labor, pricing, marketing, and capacity.
• Own and continuously improve the regional budgeting, forecasting, weekly flash, and financial planning processes.
• Maintain and enhance a consistent daily and weekly KPI cadence across the region, including lead volume, booking, dispatch, technician productivity, average ticket, close rate, capacity utilization, and revenue pacing.
• Develop driver‑based forecasts and scenario models that connect operating activity to revenue, gross margin, EBITDA, and cash flow.
• Lead monthly operating reviews, providing clear variance commentary, root‑cause analysis, financial implications, and actionable recommendations.
• Conduct margin, pricing, productivity, and unit‑economics analysis across companies, departments, job types, technicians, and customer segments.
• Build financial models to evaluate hiring, marketing spend, fleet requirements, capacity changes, pricing actions, memberships, and other growth initiatives.
• Benchmark performance across locations to identify leading practices, emerging trends, and operational outliers.
• Partner with accounting, operations, and technology teams to improve dashboards, reporting tools, and financial‑data processes.
• Ensure systems such as Service Titan, Sage Intacct, Domo, Power BI, and other reporting platforms provide accurate and decision‑useful information.
• Support acquisition integration through KPI tracking, synergy measurement, financial performance monitoring, and onboarding new locations into the company’s operating and reporting cadence.
• Help develop scalable FP&A processes, tools, and reporting standards as the organization continues to grow.

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• Approximately 5–8 years of progressive experience in FP&A, corporate finance, operational finance, business analytics, transaction advisory, or a related analytical role.
• Strong experience with budgeting, forecasting, variance analysis, financial modeling, scenario analysis, and unit economics.
• Demonstrated ability to partner with operating leaders and translate complex financial analysis into practical business recommendations.
• Advanced Excel skills and strong comfort working with large, imperfect, or decentralized data sets.