Financial Planning and Analysis Manager

Stature Strategy; Wisconsin; On-site; USD 110,000 - 140,000; Full time

Job summary

Confidential is seeking an FP&A Manager to partner with General Managers and Regional Directors across the Midwest, translating financial and operational data into practical insights. This role sits in Operational Finance and focuses on driving performance across revenue, margin, EBITDA, and cash flow.

The candidate will own regional budgeting, forecasting, and KPI cadence, connecting drivers to financial outcomes and guiding strategic decisions with actionable recommendations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5–8 years of progressive FP&A or related finance experience.
• Experience with budgeting, forecasting, variance analysis, and financial modeling.
• Ability to translate complex analysis into actionable business recommendations.
• Advanced Excel skills with large, decentralized data sets.

Responsibilities

• Support regional budgeting, forecasting, and weekly flash reports.
• Provide fact-based analysis to improve revenue, labor, pricing, and capacity.
• Develop driver-based forecasts linking activity to EBITDA and cash flow.
• Lead monthly operating reviews with variance commentary and actions.
• Benchmark locations to identify best practices and outliers.
• Build models for hiring, marketing spend, fleet needs, pricing actions.

Skills

Budgeting & forecasting

Variance analysis

Financial modeling

Unit economics

Excel skills

Education

Bachelor's degree in Finance or related field

Tools

Excel

Power BI

Sage Intacct

Domo

ServiceTitan

Job description

Confidential – $500M+ private-equity sponsored services company with multiple locations

Travel: Regional, including WI, IL, OH

Our client, a leading provider of residential HVAC, plumbing, and electrical services across the Midwest, is strengthening its regional finance capabilities. We’re seeking an FP&A Manager who thrives in operator-focused environments and enjoys translating financial and operational data into practical, actionable insight.

This role sits within Operational Finance, not accounting, and serves as a hands‑on finance partner to General Managers and Regional Directors across a significant portion of the company’s footprint. The FP&A Manager will help operating leaders understand what is driving performance, identify issues and opportunities early, and connect operational KPIs to revenue, margin, EBITDA, and cash flow.

What You’ll Do

• Partner closely with General Managers, Regional Directors, and finance leadership to provide fact‑based analysis that improves performance and supports decisions around revenue, labor, pricing, marketing, and capacity.
• Own and continuously improve the regional budgeting, forecasting, weekly flash, and financial planning processes.
• Maintain and enhance a consistent daily and weekly KPI cadence across the region, including lead volume, booking, dispatch, technician productivity, average ticket, close rate, capacity utilization, and revenue pacing.
• Develop driver‑based forecasts and scenario models that connect operating activity to revenue, gross margin, EBITDA, and cash flow.
• Lead monthly operating reviews, providing clear variance commentary, root‑cause analysis, financial implications, and actionable recommendations.
• Conduct margin, pricing, productivity, and unit‑economics analysis across companies, departments, job types, technicians, and customer segments.
• Build financial models to evaluate hiring, marketing spend, fleet requirements, capacity changes, pricing actions, memberships, and other growth initiatives.
• Benchmark performance across locations to identify leading practices, emerging trends, and operational outliers.
• Partner with accounting, operations, and technology teams to improve dashboards, reporting tools, and financial‑data processes.
• Ensure systems such as ServiceTitan, Sage Intacct, Domo, Power BI, and other reporting platforms provide accurate and decision‑useful information.
• Support acquisition integration through KPI tracking, synergy measurement, financial performance monitoring, and onboarding new locations into the company’s operating and reporting cadence.
• Help develop scalable FP&A processes, tools, and reporting standards as the organization continues to grow.

Who You Are

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• Approximately 5–8 years of progressive experience in FP&A, corporate finance, operational finance, business analytics, transaction advisory, or a related analytical role.
• Strong experience with budgeting, forecasting, variance analysis, financial modeling, scenario analysis, and unit economics.
• Demonstrated ability to partner with operating leaders and translate complex financial analysis into practical business recommendations.
• Advanced Excel skills and strong comfort working with large, imperfect, or decentralized data sets.