Director, Corporate FP&A

CoolSys - Refrigeration and HVAC Systems; United States; On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Medical, Dental, Vision and Prescription coverage

401(K) with Company match

Tuition reimbursement

Job summary

CoolSys - Refrigeration and HVAC Systems is looking for a Field Finance Manager to join our FP&A team. This position requires strong financial modeling skills and 7+ years of experience in forecasting. You will manage cash-flow reporting and coordinate budgeting across various divisions.

Ideal candidates should possess a bachelor’s degree in finance and excellent analytical skills. This role offers competitive compensation and comprehensive benefits.

Qualifications

• 7+ years of experience in forecasting and financial modeling.
• Strong analytical and research skills.
• Ability to effectively coach and mentor others.

Responsibilities

• Translate division strategy into specific roadmaps and KPIs.
• Produce reporting and data analysis for key stakeholders.
• Manage various special projects.

Skills

Financial modeling

Analytical skills

Leadership

Conflict resolution

Education

Bachelor’s degree in finance or related field

CPA certification or MBA preferred

Tools

Microsoft Excel

Business intelligence tools

Job description

Overview

CoolSys solves the most complex challenges in refrigeration, air conditioning, heating, engineering, and energy management. With over 3,700 associates nationwide, we deliver tailored solutions to help businesses cut costs, improve equipment performance, and reduce emissions.

Our services include HVAC and refrigeration equipment sourcing, installation, repair, maintenance, monitoring, and optimization. We also offer engineering design, energy resilience and consumption optimization, asset recycling, and seamless multi‑site rollouts across states.

CoolSys serves over 45,000 customer locations in industries such as retail, food service, commercial, data centers, industrial, and pharmaceuticals.

No wonder Newsweek named CoolSys one of America’s Greatest Workplaces!

Benefits

• Competitive pay: $140-170K+ depending on experience
• Benefits: Medical, Dental, Vision and Prescription coverage
• Paid vacation, holidays, and floating holiday
• 401(K) with Company match
• Company‑sponsored life insurance, optional AD&D, short and long‑term disability
• Tuition reimbursement
• Employee discounts on vehicles, hotels, theme parks, select cell‑phone bills and so much more
• Pet Insurance
• Legal Plan and ID Theft Protection

Job Summary

The position is a key member of the FP&A team reporting to the CFO and is responsible for planning, forecasting and analyzing performance while developing strategies for operational leaders. The focus is on acquired operating entities across the Commercial, Industrial, and Light Commercial divisions, supporting Service and Installation business analytics, budgeting and forecasting. The field finance manager will harmonize the P&L structure across the acquired entities and provide monthly reporting of KPIs and scorecards for management.

Responsibilities

• Translate division strategy into specific roadmaps, KPIs, and metrics for measuring ongoing progress.
• Produce reporting and data analysis for key stakeholders to identify findings, recommendations, and opportunities for improvement; support financial audit requests with historical data and reporting.
• Forecast and support cash‑flow reporting enterprise‑wide; coordinate capital budgeting and consolidate corporate SG&A budgeting and forecasting.
• Partner with Finance and Leadership at acquired entities to ensure forecasting and budgeting are aligned with objectives and reported consistently with overall practice; help local finance personnel develop operational metrics and reports that address divisional and company KPI and scorecard needs.
• Manage a variety of special projects.
• All other duties as assigned.

People Responsibilities

• Provide leadership, guidance, and mentorship to Field FP&A personnel.
• Lead change‑management efforts using root‑cause analysis, business‑intelligence dashboards, and other analytic tools to develop advanced modeling tools and techniques.
• Act as an internal consultant across company lines to support re‑engineering, redesigning, and upgrading legacy operating systems, processes, and tools.
• Assess and provide feedback to finance leadership on the strength and capabilities of field leaders, finance personnel, and key individuals, making recommendations for improvement as necessary.

Qualifications

Project/Business Management

• Education and/or experience equivalent to a bachelor’s degree in finance or a related field and 7+ years of experience providing and supporting forecasting and financial modeling.
• A CPA certification and/or an MBA in a related field highly preferred.
• Experience in field service, construction, or highly transactional businesses is a plus.
• Experience in an analytical and project‑support role.
• Ability to execute strategies for improvement and day‑to‑day support of efficient operations.
• Strong analytical and research skills to evaluate complex operations data, distinguish multiple components of a problem and develop conclusions using quantitative methodologies.
• Understanding of problem solving and knowledge of root‑cause analysis tools.
• Proven conflict resolution and influence skills, with strong relationship‑building skills.
• Ability to understand and follow all company policies and procedures and all applicable state and federal laws.
• Ability to use typical business tools including e‑mail, Word, Excel, etc.

People Management

• Ability to effectively coach, mentor and train others to meet performance expectations.
• Excellent interpersonal, presentation, written, and verbal communication skills.
• Must possess and demonstrate strong analytical acumen, teamwork, relationship building, and project/program lead skills.

Equal Opportunity Statement

CoolSys is an EEO/AA employer. All qualified individuals, including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio‑economic status, veteran status, and other characteristics, are encouraged to apply. Pre‑employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. CoolSys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.