Manager of Financial Planning and Analysis (FP&A;)

Manager of Financial Planning & Analysis (FP&A) Southern Home Services is a leading provider of essential maintenance, repair, replacement, and new installation for residential and commercial heating, ventilation, and air conditioning (HVAC), Plumbing, and Electrical services.
Southern Home Services is rapidly growing, doubling in size over the last 12 months.
Currently the company employs 1200+ employees and serves over 600,000 homeowners in eight states across the South and Midwest US.
The Manager of Financial Planning and Analysis (FP&A) plays a critical role in driving the financial planning, budgeting, forecasting, and analysis processes within the organization.
This position requires a strong understanding of financial principles, excellent analytical skills, and the ability to communicate complex financial information effectively.
The Manager of FP&A reports to the Chief Financial Officer (CFO) and collaborates closely with other departments to support strategic decision-making and ensure financial and operational goals are met.
Key Responsibilities: • Lead the annual budgeting process by coordinating with department heads to develop comprehensive budgets aligned with organizational objectives.
• Continuously refine and improve financial planning models and tools to enhance accuracy and efficiency • Analyze financial data and performance metrics to provide insights into business trends, variances, and opportunities for improvement.
• Assist the CFO in the preparation of financial reports and presentations for senior management and stakeholders, highlighting key findings and recommendations.
• Take a leadership role in the creation and monitoring of key performance indicators (KPIs) and financial metrics to identify emerging risks and opportunities • Partner with cross-functional teams to provide financial guidance and support for strategic initiatives, investments, and projects.
• Identify opportunities to streamline financial processes, improve data accuracy, and enhance reporting capabilities • Over the next 6-9 months continue legacy processes to deliver daily, weekly, and monthly reports in Excel, while working with IT resources to migrate legacy reports to PowerBI.
• Working with CFO, undertake a review of reporting and budgeting solutions to implement in late 2024, early 2025.
Required Education, Experience, Knowledge, and Abilities: • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred • Professional certification such as CPA, CFA, or FP&A certification is a plus.
• Proven experience (5+ years) in financial planning and analysis roles, preferably in a corporate environment.
• Strong proficiency in financial modeling, forecasting techniques, and data analysis tools (e.
g.
, Excel, financial planning software).
• Ability to communicate complex financial information clearly and effectively to diverse audiences.
• Exceptional communication, facilitation, and presentation skills, with the ability to engage and inspire audiences at all levels.
• Analytical mindset with the ability to leverage data and metrics to drive insights and make data-driven decisions.
• Strong project management skills, with the ability to manage multiple initiatives and stakeholders simultaneously.
• Capability to interpret data from internal and external sources to measure success, evaluate tools and processes and predict trends.
• Effective communication skills in both written and oral formats • Strong collaborator, detail-oriented and can adjust and adapt to changing priorities.
We offer: • Discount Gym Membership • Health insurance • Dental insurance • Vision insurance • Employee discounts • 401K Plan with match and no vesting • Health savings account • Life insurance • Paid time off • Company paid Short Term Disability Southern Home Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace.
We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
The policy applies to all employment practices within our organization.