Finance Manager

Pearce Services; Paso Robles (CA); Hybrid; USD 150,000 - 185,000; Full time

Benefits offered by this job

Health and life insurance

401k with employer match

Paid time off

Tuition reimbursement

Professional development

Company vehicle

Job summary

Pearce Services in Paso Robles, CA, is seeking a Finance Manager to lead FP&A, budgeting, and strategic financial analysis across SG&A and shared services. You will partner with Finance and Operations leadership to drive forecasting, reporting, and data-driven decisions.

This hybrid role requires a track record of building robust dashboards, guiding senior leaders, and delivering insights that improve cost efficiency. The ideal candidate excels in cross-functional collaboration and ERP systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; MBA preferred.
• 7–10+ years in FP&A, corporate finance, or related leadership role.
• Experience forecasting, budgeting, financial reporting, and operational performance analysis.
• Advanced Excel skills with modeling, large data sets, pivots, nested formulas.
• Power BI and Salesforce experience strongly preferred.
• Proficiency with Workday Adaptive Planning/Adaptive Insights or similar ERP.
• Strong project management, ability to lead multiple priorities and meet deadlines.
• Excellent analytical and problem-solving abilities with data-driven recommendations.
• Experience in matrixed organizations and cross-department collaboration.
• Strong communication and relationship-building with senior leadership.

Responsibilities

• Lead monthly, quarterly, and annual FP&A forecasting and budgeting for SG&A and shared services.
• Develop, maintain, and enhance financial reporting tools, dashboards, and analytics.
• Partner with Finance during month-end close with detailed variance analysis.
• Prepare and deliver accurate monthly and quarterly reporting packages for executives.
• Monitor KPIs, identify trends, and recommend cost-optimization strategies.
• Collaborate with Operations, Finance, Data Analytics, and other teams on forecasting and initiatives.
• Coordinate with India-based Finance team to ensure timely deliverables.
• Provide financial guidance and strategic planning support to senior leaders.
• Lead ad hoc analyses and process-improvement initiatives.
• Drive consistency and continuous improvement in planning and reporting.

Skills

FP&A leadership

Forecasting & budgeting

Financial reporting

Excel advanced

Power BI

Salesforce

ERP systems

Project management

Analytics & problem-solving

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA preferred

Tools

Workday Adaptive Planning

NetSuite

Job description

we've got a career for you! Pearce is a leading technology-enabled provider of asset management solutions for mission-critical electromechanical infrastructure throughout North America. Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world’s largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com.

At PEARCE, we've got a career for you! Pearce provides technical maintenance, repair, operations, and engineering services for uninterruptible power supply (UPS) systems, backup power generators, battery energy storage systems (BESS), critical cooling systems, and other electrical and mechanical infrastructure across end markets such as renewable energy, telecom, and data centers. Founded in 1998, Pearce has more than 4,000 employees and 28 locations across the U.S. Pearce is a wholly owned subsidiary of CBRE Group, Inc., the world’s largest commercial real estate services and investment firm. To learn more about Pearce visit http://www.pearce-services.com.

Your Impact

As a Finance Manager, you will play a critical role in driving financial visibility, operational efficiency, and strategic decision‑making across the organization. Partnering closely with Finance and Operations leadership, you will oversee forecasting, budgeting, KPI reporting, and financial analysis focused on SG&A expenses and shared service operations. Your insights and leadership will help optimize costs, improve reporting capabilities, and support business performance through data‑driven recommendations. This role requires a proactive, solutions‑oriented leader who can influence stakeholders, challenge assumptions constructively, and drive continuous improvement across the business.

Core Responsibilities

• Lead the monthly, quarterly, and annual forecasting and budgeting processes for SG&A expenses, including fleet, shared services labor and benefits, software, facilities, insurance, and other operating costs.
• Develop, maintain, and enhance financial reporting tools, dashboards, and analytics that support operational and financial decision‑making.
• Partner with Finance leadership during month‑end close activities, providing detailed variance analysis and actionable insights against budget and forecast.
• Prepare and deliver accurate monthly and quarterly financial reporting packages for executive leadership and business partners.
• Monitor and analyze key performance indicators (KPIs), identify trends, investigate variances, and recommend strategies to improve operational performance and cost efficiency.
• Collaborate with Operations, Finance, Data Analytics, and other cross‑functional teams to support reporting, forecasting, and strategic initiatives.
• Manage and coordinate deliverables and projects with the India‑based Finance team, ensuring accuracy, timeliness, and alignment with business objectives.
• Serve as a trusted business partner to senior leaders by providing financial guidance, answering complex business questions, and supporting strategic planning efforts.
• Lead ad hoc financial analysis, reporting projects, and process improvement initiatives to enhance organizational effectiveness.
• Drive accountability, consistency, and continuous improvement across financial planning and reporting processes.

Core Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field required; MBA preferred.
• 7–10+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, or a related finance leadership role.
• Demonstrated experience managing forecasting, budgeting, financial reporting, and operational performance analysis.
• Advanced Microsoft Excel skills, including financial modeling, large data set analysis, pivot tables, nested formulas, and complex reporting functions.
• Experience with Power BI and Salesforce strongly preferred.
• Experience with Workday Adaptive Planning/Adaptive Insights, NetSuite, or similar ERP and financial planning systems.
• Strong project management skills with a proven ability to manage multiple priorities, meet deadlines, and drive projects to completion.
• Excellent analytical and problem‑solving abilities, with a track record of translating complex financial data into actionable business recommendations.
• Experience working in matrixed organizations and collaborating across multiple departments and stakeholder groups.
• Strong communication, presentation, and relationship‑building skills with the ability to effectively engage senior leadership.
• Self‑motivated, highly organized, and able to work independently while maintaining a collaborative, team‑oriented approach.
• Demonstrated ability to challenge the status quo constructively and drive continuous improvement through data‑driven decision‑making.

Hybrid position located in Paso Robles, California

At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full‑time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process.

Base Pay Range: $150,000 USD - $185,000 USD

What We Offer

Pearce offers a family‑friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company‑matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment.

We are an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Learn more about us at www.Pearce-Services.com!