Senior FP&A Analyst

Overview

Join the best in the industry at Nextech and embark on a rewarding career journey! For over 30 years, we've built our success on a foundation of Quality, Value, and Integrity, fostering enduring partnerships with thousands of satisfied customers. With over 2,000 team members nationwide,
Nextech sets itself apart from other companies by being America’s largest HVAC/R service provider.

As we continue to grow, we're committed to offering an exceptional work experience for our employees with numerous opportunities for development and advancement. If you pride yourself on quality work, integrity, and dedication, we want you on our team.
Nextech boasts outstanding review ratings on Indeed and Glassdoor, making it the premier destination for HVAC professionals. Elevate your career by joining Nextech today!

The Senior FP&A Analyst is a trusted resource and business partner to FP&A leadership, the management team, and their assigned business function(s). The role is responsible for assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as required by functional and executive leadership. The analyst may also provide project teams with financial guidance and assist with monthly close processes.

This role must perform a variety of financial activities including planning, analysis, budgeting, and reporting. The Senior FP&A Analyst should have strong analytical, organizational, and problem‑solving skills, and be able to present financial information and models in a concise and easily comprehensible manner. The analyst will also support company initiatives and M&A activities.

USD $85,000.00 – $ per year.

• Excellent Health Insurance options including a FREE employee-only option
• Dental, Vision, Accident, Critical Illness, Disability and Supplemental Life Insurance options
• FREE life insurance equal to your annualized pay rate
• 401(k) with a 50% match up to the first 6% of your contributions
• 7 paid Holidays
• 2 paid Personal days
• 10 paid Vacation days

• Reviews and analyzes financial statements and reports
• Support functional leader(s) as assigned with insight, forecasting, and analysis
• Tracks KPIs and prepares financial reports
• Assists with budgeting and monthly close processes
• Understands key business drivers
• Assists project teams with financial guidance
• Develops financial projections and builds financial models
• Performs research and analysis as required
• Ensures compliance with financial guidelines, company policies, and relevant legal regulations
• Becomes a true business partner to Operations department leadership, helping them to understand and improve operational performance
• Other related duties as assigned

• Expert level Excel skills, ability to build reports and models that are scalable for a high‑growth organization
• Advanced level understanding of financial statements and how they interact with each other
• Advanced level knowledge of budgeting/forecasting methodologies for sales, costs, and balance sheet metrics
• Ability to present financial information to a non‑financial audience
• Strong organizational and multitasking skills
• Excellent communication, interpersonal, and presentation skills
• Detail‑oriented and able to perform in a fast‑paced, high‑pressure environment
• Strong analytical thinking and problem‑solving skills
• Proficiency in Microsoft Office
• Good working knowledge of ERP systems and reporting/analysis packages like Power BI and One Stream
• Bachelor's Degree in finance, accounting, or a related field;
  Master’s Degree preferred
• 5+ years of relevant experience in finance, accounting, or FP&A
• Experience in private equity‑backed company preferred
• Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework
• Experience supporting M&A activities preferred
• Proven track record of proactive actions to improve the business and support the management team
• Previous experience in HVAC industry or other service business preferred
• Continuously able to work in office environment
• Continuously able to operate a computer and other office productivity machinery, such as a copy machine, telephone, and computer printer
• Continuously able to sit at a computer for up to 8 hours
• Able to alternate between sitting and standing, as needed throughout the day
• Occasionally able to lift up to 15 lbs.
• Continuously requires vision, hearing, twisting, and talking
• Occasionally requires walking, lifting, carrying, reaching, kneeling, pushing/pulling, bending, and crouching
• Rarely requires climbing
• Ability to travel on occasion

• May be required to use a personal smartphone with a camera capable of reading a QR code for two‑factor authentication