Director of FP&A - Operations

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About R. Brooks Mechanical

R. Brooks Mechanical is a full-service commercial air conditioning and heating company serving Maryland, Delaware, and Pennsylvania. Since 2001, we’ve delivered cutting-edge HVAC solutions with the personal, small company feel our customers value. We prioritize every client, from business owners to government facility managers, by offering same-day appointments, 24/7 emergency service, and technicians who arrive fully equipped to get the job done right.

Our team is licensed, bonded, insured, and highly trained across a wide range of HVAC systems. We’re committed to sustainability, offering eco‑friendly service options and high‑efficiency equipment to support our local communities. With free in‑person estimates, flexible financing, and money‑saving promotions, R. Brooks Mechanical remains the trusted choice for reliable, budget‑friendly HVAC services.

Overview

The Director of FP&A – Operations is a senior financial leader responsible for driving financial planning, analysis, and performance management across operational functions. This role partners closely with the executive team to translate operational activity into financial outcomes, improve margin performance, strengthen cash flow, and support value‑creation initiatives in a private‑equity–backed environment.

Responsibilities

Financial Planning & Forecasting

• Lead annual budgets, rolling forecasts, and long‑range operational financial models.
• Partner with operations leadership to align financial plans with labor, capacity, pricing, and growth.
• Build scenario and sensitivity analyses to evaluate operational and market impact.

Operational Performance & Analytics

• Own operational financial KPIs including utilization, job margin performance, and maintenance plan profitability.
• Analyze revenue growth by line of business and identify margin drivers.
• Monitor job margin variance and deliver root‑cause analysis.
• Evaluate SG&A efficiency and overhead trends.

Margin, Cash Flow & Value Creation

• Drive margin improvement initiatives through pricing, labor optimization, and cost discipline.
• Strengthen cash flow, liquidity forecasting, and working‑capital management.
• Quantify EBITDA and cash‑flow impact of operational improvements.

Executive & Investor Reporting

• Prepare executive‑level dashboards and reporting packages.
• Translate complex data into actionable insights for leadership and PE sponsors.
• Support board materials and investor communications.

Systems, Tools & Leadership

• Enhance FP&A processes, reporting cadence, and analytical rigor.
• Leverage BI tools and advanced Excel modeling.
• Mentor FP&A talent and partner cross‑functionally.

Qualifications

• Bachelor’s degree in finance, accounting, or related field – Required.
• MBA, CPA, or CFA – Preferred.
• 7+ years of FP&A or operational finance experience.
• Prior experience in private‑equity–backed or high‑growth environments – Strongly preferred.
• Advanced financial modeling, forecasting, and BI tool experience.
• Sage Intacct experience – Preferred.
• Advanced Excel skills (XLOOKUP, Pivot Tables, financial modeling) – Required.
• Advanced financial modeling, forecasting, and variance analysis expertise.
• Strong understanding of operational cost drivers, margin dynamics, and working capital.
• Ability to synthesize large data sets into clear, actionable insights.
• Executive‑level communication and presentation skills with strong business acumen.
• Ability to influence without authority and partner effectively across functions.

What Do We Offer

In exchange for your expertise, R. Brooks Mechanical offers an excellent employee benefit package including:

• Company Sponsored Medical
• Dental & Vision
• Paid Life/AD&D Insurance
• Voluntary Life Insurance
• Short & Long‑Term Disability
• 401(K)
• PTO + Paid Holidays

All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.

R. Brooks Mechanical does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of R. Brooks Mechanical and will not be obligated to pay a placement fee.

R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Seniority level:
Director

Employment type:

Full‑time

Job function:
Finance and Sales

Industries:
Industrial Machinery Manufacturing

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