Accounting/Finance - Sr. FP & A Analyst

5 days ago

Charlotte, NC, United States NearU Full time
Senior FP&A Analyst

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 highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team. This role will oversee financial planning for multiple branch entities. The ideal candidate will have a strong understanding of private equity, or experience with multi-entities, with advanced financial planning and analysis experience.

Job Responsibilities:

Financial Planning and Analysis:
  • Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
  • Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
  • Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
Forecasting:
  • Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
  • Continuously refine and improve forecasting models to enhance accuracy and relevance.
Performance Metrics:
  • Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
  • Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.
Cross-Functional Collaboration:
  • Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
  • Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
Financial Reporting:
  • Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
  • Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.
Ad-hoc Analysis:
  • Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
  • Respond to inquiries from senior management with insightful and data-driven recommendations.
Qualifications:
  • 2+ years' experience in an FP&A role
  • Bachelor's degree in finance, or related field
  • Advanced proficiency in Excel; experience with Power BI software is a plus
  • Excellent proficiency in financial modeling, financial reporting, and forecasting
  • Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
  • Strong analytical skills with the ability to interpret complex financial data

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