Financial Planning Manager
3 days ago
Job Summary:
Truenorth Executive Search, Inc. is seeking a seasoned Financial Planning and Analysis Manager to partner with a leading residential services business backed by a private equity sponsor. The ideal candidate will have experience in financial planning, budgeting, forecasting, and analysis, as well as a strong understanding of the home services industry and Power BI implementation.
Key Responsibilities:
- Oversee all financial planning, budgeting, forecasting, and analysis for the company
- Prepare and deliver financial reporting packages to the CEO, CFO, and investors
- Support M&A activity, evaluating potential business targets and due diligence
- Play a key role in integrating new acquisitions and supporting ongoing operations
- Implement Power BI and leverage its capabilities to drive business insights
Requirements:
- 5+ years of experience in financial planning and analysis, preferably in the home services industry
- Strong understanding of financial planning, budgeting, forecasting, and analysis
- Experience with Power BI implementation and data analysis
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
An attractive compensation package, including bonus opportunities, and the chance to work with a leading residential services business in a dynamic and growing industry.
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