FP&A Analysis

• 3–5 years of FP&A experience
• Current or recent FP&A experience in residential home services, skilled trades, or manufacturing (required)
• Must live within commuting distance of King of Prussia, PA
• Must be able to work in our King of Prussia office four days per week
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Advanced Excel skills, including financial modeling, Pivot Tables, XLOOKUP/VLOOKUP, INDEX-MATCH, and complex formulas
• Strong understanding of budgeting, forecasting, financial reporting, variance analysis, and KPI reporting
• Excellent analytical, organizational, and communication skills

• Experience working in a private equity-backed organization
• Experience supporting a multi-location business
• ServiceTitan experience
• ERP system experience
• Power BI or Tableau experience
• CPA, CFA, or MBA (or active pursuit) is a plus

We are one of the nation's fastest-growing residential home services companies, operating more than 45 locations across the Northeast, Mid-Atlantic, and Midwest. Backed by a leading private equity sponsor, we're building a best-in-class finance organization to support our continued growth through acquisitions and operational excellence.

At our core, we're a customer service company that happens to specialize in HVAC, plumbing, and electrical services. As we continue to grow through acquisitions and organic expansion, we're looking for talented professionals who want to make an impact and grow with us.

We're looking for an FP&A Analyst to join our growing Finance team. In this role, you'll support financial planning, forecasting, reporting, and business analysis across a dynamic, multi-location organization.

You'll partner closely with Finance, Accounting, and Operations to provide insights that drive business performance and strategic decision-making. This is an outstanding opportunity for someone who enjoys digging into data, solving business problems, and working in a fast-paced, growth-oriented environment.

• Prepare monthly, quarterly, and annual financial reporting packages
• Analyze revenue, gross margin, labor, and operating expense trends
• Track and report key performance indicators (KPIs) across multiple business units
• Perform variance analysis and identify business trends
• Develop recommendations to improve financial performance
• Assist with executive presentations and board reporting materials

• Support the annual budgeting process and quarterly forecasts
• Build and maintain financial models
• Perform scenario analysis and long-range planning
• Evaluate business initiatives and capital investments through ROI analysis
• Identify financial risks and opportunities

• Partner with Accounting and Operations to improve financial performance
• Work with business leaders to understand operational drivers
• Support acquisition integrations and financial reporting
• Help identify cost savings and process improvements across the organization

• Enhance reporting tools and financial dashboards
• Improve reporting automation and forecasting processes
• Build sophisticated Excel models to support decision-making
• Utilize financial and operational data to improve reporting accuracy

• Join one of the fastest-growing residential home services companies in the country
• Work directly with experienced finance leaders and executive leadership
• Gain exposure to acquisitions, strategic planning, and operational finance
• Make a meaningful impact on a growing, private equity-backed organization
• Enjoy significant opportunities for career growth and advancement