Financial Planning Analyst

Summary

The FP&A Analyst will play a critical role in enabling data-driven decision-making across the company's corporate finance function and its decentralized operating companies. This role blends financial analysis, budgeting, forecasting, performance reporting, and strategic partnership with operating company leadership. The ideal candidate is analytical, technologically proficient, and capable of translating complex financial data into actionable insights that support the company's growth strategy and operational autonomy philosophy.

include the following. Other duties may be assigned.

• Prepare and maintain annual operating budgets, financial forecasts, and driver-based models across the company and partner operating companies.
• Analyze monthly, quarterly, and annual financial results versus budget, forecast, and prior periods; identify trends, variances, and key drivers.
• Build and maintain FP&A tools and dashboards to track key performance indicators (KPIs) including revenue mix, gross margin, service contract profitability, DSO, and working capital performance.
• Use and improve cash forecasting models
• Support functional leaders on ad-hoc analysis and recurring reports
• Performance Reporting
• Develop standardized reporting packages for operating company leadership, corporate executives, and external stakeholders.
• Provide timely commentary and insights on variances in financial performance, operational metrics, and growth initiatives.
• Generate board-level and executive presentations to support strategic reviews.
• Decentralized Operating Company Support
• Partner with operating company finance and leadership teams to understand business drivers, forecasts, and capital needs.
• Facilitate financial planning processes for decentralized entities while ensuring alignment with corporate financial objectives.
• Assist in integrating new acquisitions into planning, reporting, and forecasting frameworks.
• Strategic & Ad Hoc Analysis
• Lead financial modeling efforts for strategic initiatives including pricing analyses, service line profitability, incremental investments, capital expenditures, and scenario planning.
• Support M&A activities by preparing diligence analyses, synergy assessments, and valuation models in partnership with corporate development teams.
• Drive continuous improvement of processes, systems, templates, and analytical frameworks to enhance accuracy, scalability, and timeliness.

The FP&A Analyst will collaborate with other team members but does not directly supervise others.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Strong modeling, analytical, and problem-solving skills; ability to manage large datasets and derive insights.
• Proficiency with Microsoft Excel; experience with financial reporting tools and ERP/BI systems (e.g., Sage Intacct, Net Suite, Power BI, Tableau) preferred.
• Excellent communication skills with the ability to present complex financial information clearly to both financial and non-financial stakeholders.
• Ability to balance routine reporting with strategic, ad hoc project work, and to work effectively across cross-functional teams.
• Experience supporting decentralized business units or multi-entity reporting structures.
• Understanding of service-oriented revenue recognition, maintenance contract economics, and field service cost structures.
• High attention to detail with a commitment to accuracy, timeliness, and collaboration.
• Motivated self-starter comfortable in a dynamic growth environment driven by acquisitions and organic expansion.
• Ability to handle responsibilities independently, while exercising good judgment in problem solving.
• Must be able to work independently and professionally in a remote work environment.
• Required Travel: 15-25% travel to partner operating companies and other required Nex Core corporate travel.

• Bachelor’s degree in finance, Accounting, Business, Economics, or related field.
• 2–5 years of FP&A, financial analysis, consulting, or related experience, ideally within services, construction, field services, or decentralized multi-business environments.
• Proficient in Microsoft Office 365 products (Outlook, SharePoint, PowerPoint, Excel, Word)
• Experience with Snowflake, Sage Intacct or Build Ops strongly desired

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to occasionally lift up to 25 pounds.