FP&A Manager

Position Overview

As an FP&A Manager at Modigent, you will lead financial planning and analysis for a regional business unit (currently the South Central Region with approximately $100M in revenue across multiple locations). Reporting to the VP of Finance and partnering closely with the Regional President, accounting, sales, and operations, you will own forecasting, performance analysis, three-statement modeling, and decision support. This role drives high-quality insights that inform senior leadership, board reporting, and growth initiatives, including acquisition evaluation.

As an FP&A Manager at Modigent, you will lead financial planning and analysis for a regional business unit (currently the South Central Region with approximately $100M in revenue across multiple locations). Reporting to the VP of Finance and partnering closely with the Regional President, accounting, sales, and operations, you will own forecasting, performance analysis, three-statement modeling, and decision support. This role drives high-quality insights that inform senior leadership, board reporting, and growth initiatives, including acquisition evaluation.

• Lead monthly consolidation and analysis of regional financial results.
• Prepare high-quality, timely performance analyses and commentary for senior management.
• Own and maintain a three-statement financial model; lead the quarterly full-year forecast process.
• Lead the 120-day rolling sales, revenue, and margin forecast.
• Utilize Adaptive Insights (or similar planning software) to support planning, forecasting, and analysis.
• Support senior management presentations to the Board and equity sponsor.
• Provide financial support for regional growth initiatives, including analysis of potential acquisition targets.
• Develop and refine policies, procedures, and reporting processes as needed.
• Complete special projects and ad‑hoc analyses to support operational and strategic decision‑making.
• Partner cross‑functionally with accounting, sales, operations, and regional leadership to ensure alignment and accurate forecasting.

None (individual contributor role with significant influence and cross‑functional leadership). May provide guidance to junior finance or accounting team members as needed.

• Experience:
  
  7+ years of progressive financial planning and analysis (FP&A) experience. Experience supporting multi‑location or regional operations preferred.
• Education:
  
  Bachelor’s degree in Finance, Accounting, or a related field required; MBA preferred.
• Certifications/Licenses:
  Must be able to pass a pre‑employment drug test and background screen.
• Physical Demands:
  Primarily office‑based with occasional travel to regional locations or corporate meetings.
• Work Environment/Safety:
  Professional corporate environment with hybrid options. This is not a safety‑sensitive position.

• Hands‑on experience with Adaptive Insights, Hyperion, or similar enterprise planning software.
• Advanced Microsoft Excel skills (financial modeling, complex analysis, and reporting).
• Strong ability to build and maintain three‑statement models and rolling forecasts.
• Excellent written and verbal communication skills; ability to present clearly to senior leadership.
• Detail‑oriented with a strong commitment to accuracy, thoroughness, and meeting deadlines.
• Strong critical thinking, problem‑solving, and analytical skills.
• Ability to manage multiple priorities and projects simultaneously in a fast‑paced environment.
• Collaborative interpersonal skills and a proactive, “above and beyond” work ethic.

Modigent is a national leader delivering next‑generation infrastructure, technology, and energy solutions through our family of specialized brands in HVAC, plumbing, and controls systems. With a strong coast‑to‑coast presence and extensive service capabilities, we empower customers, communities, and our over 1,500 team members to thrive with sustainable, efficient commercial building services. As part of our team, you'll contribute to thoughtful innovation and our people‑first culture rooted in…