Vice President Financial Planning & Analysis

Job Description

Job Description

Vice President of FP&A

Location - Charlotte, NC - onsite 4 days per week - relocation will be considered for the right candidate

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee experience.

We are seeking a strategic and analytical leader to join our executive team as the Vice President of Financial Planning & Analysis (FP&A). This role is critical to driving financial strategy, supporting business decisions, and ensuring the company's financial health. The VP of FP&A will oversee budgeting, forecasting, long-range planning, and performance analysis to provide key insights to the executive team and Board of Directors.

Responsibilities

• Lead the FP&A team in developing and managing the company’s annual budget, quarterly forecasts, and long-term financial plans
• Provide strategic support and insight to the CEO, CFO, and senior leadership through financial analysis, scenario modeling, and business performance reviews
• Ensure accurate and timely reporting of financial performance against budget, forecast, and prior periods including variance analysis
• Develop key performance indicators (KPIs) and dashboards to monitor business performance and drive accountability consistent with Company goals
• Analyze financial and operational results to better understand company performance
• Collaborate closely with Accounting, Marketing, and Business Unit Leaders to provide support and ensure alignment across initiatives
• Drive continuous improvement in financial systems, reporting, and planning processes
• Present reporting, insights, and recommendations to senior leadership and the Board of Directors in a clear and actionable manner
• Work on regular reporting and ad hoc projects for the Private Equity sponsor
• Serve as a financial consultant to various departments on key initiatives and projects
• Lead, mentor, and grow a high-performing FP&A team with emphasis on organizational collaboration, results driven orientation, professional development, and continuous learning

Skills and qualifications

Note : This job description is not intended to be all-inclusive. Employee may be expected to perform other related duties as assigned.

Disclaimer : This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This document does not create an employment contract, implied or otherwise. Management reserves the right to change, add, or remove duties at any time with or without notice.

Equal Opportunity Employer : We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We offer benefits including : Medical, Dental, Vision, Life, 401k, Paid Time Off & additional voluntary benefits

Company Description

We are People-Centric & Process-Driven

NearU is a family of home services companies led by some of the most prominent veterans and visionaries in our industry. We seek to acquire strong, local HVAC, plumbing, and electrical brands, that serve both the residential and light commercial markets. We retain the employees and management teams of the companies we acquire, and provide them with the resources and processes they need to better the lives of their customers, employees, and communities.

NearU is a family of home services companies specializing in HVAC repair, installation, and maintenance. By improving customer experience, technology adoption, business processes, and talent management, we seek to raise the bar of success in our industry and drive growth for our family of companies.

We believe that better outcomes occur when everyone's interests are aligned : customers, employees, distributors, and business owners. To ensure collective success, we focus on long-term growth initiatives that provide all stakeholders with the resources and opportunities they need to thrive.

NearU's mission is to deliver better service outcomes for our customers, better growth opportunities for our employees, and better transitions for business owners looking to sell their companies. Our seasoned leadership team uses proven industry playbooks, provides engaged strategic direction, and invests in cutting-edge operational and technological infrastructure in order to drive growth for our family of companies. NearU’s business approach is data driven and methodical, with consistent execution.

Company Description

We are People-Centric & Process-Driven\r\nNearU is a family of home services companies led by some of the most prominent veterans and visionaries in our industry. We seek to acquire strong, local HVAC, plumbing, and electrical brands, that serve both the residential and light commercial markets. We retain the employees and management teams of the companies we acquire, and provide them with the resources and processes they need to better the lives of their customers, employees, and communities.\r\nNearU is a family of home services companies specializing in HVAC repair, installation, and maintenance. By improving customer experience, technology adoption, business processes, and talent management, we seek to raise the bar of success in our industry and drive growth for our family of companies.\r\n\r\nWe believe that better outcomes occur when everyone's interests are aligned : customers, employees, distributors, and business owners. To ensure collective success, we focus on long-term growth initiatives that provide all stakeholders with the resources and opportunities they need to thrive.\r\nNearU's mission is to deliver better service outcomes for our customers, better growth opportunities for our employees, and better transitions for business owners looking to sell their companies. Our seasoned leadership team uses proven industry playbooks, provides engaged strategic direction, and invests in cutting-edge operational and technological infrastructure in order to drive growth for our family of companies. NearU’s business approach is data driven and methodical, with consistent execution.