Financial Reporting Manager

Len The Plumber Heating & Air; Columbia (MD); Hybrid; USD 126,000 - 154,000; Full time

Benefits offered by this job

PTO and Paid Holidays

Health, dental, and vision plans

401(k) with company match

Annual bonus potential

Job summary

A leading residential services platform is seeking a Manager of Financial Reporting in Columbia, MD. This hybrid role involves overseeing internal and external financial reporting processes and requires 5+ years in finance roles. The ideal candidate will have strong analytical skills and advanced proficiency in financial reporting tools. Competitive salary and benefits are offered.

Qualifications

• 5+ years of experience in financial reporting, FP&A, or related finance roles.
• Experience in a Private Equity-backed company or lender reporting environment preferred.
• Detail-oriented with strong communication skills.

Responsibilities

• Lead the preparation and analysis of financial reports.
• Collaborate with cross-functional teams to validate data.
• Manage financial reporting for Private Equity sponsors.

Skills

Advanced proficiency in Microsoft Excel

Strong analytical skills

Knowledge of US GAAP

Experience with BI tools like Power BI or Tableau

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA or equivalent professional certification

Tools

Oracle NetSuite

Power BI

Tableau

Job description

5 days ago Be among the first 25 applicants

Master Trades Group, a leading residential services platform specializing in plumbing and HVAC services with operations across the Mid-Atlantic and Southeast regions under various brands, is seeking an experienced Manager of Financial Reporting. In this role, you will play a critical role in overseeing both internal and external financial reporting processes. Reporting directly to the Director of Financial Planning & Analysis (FP&A), you’ll be responsible for delivering precise, timely, and insightful financial reports that support executive management, Private Equity (PE) sponsors, and lenders.

The candidate must be located within a commutable distance to Columbia, MD. This is a hybrid role with 2 days in the office/3 days remote.

Why Join Us?

• Compensation: $140,000+ annual bonus potential
• High-Impact Role: Step into a fast-paced environment where your drive and energy will keep you at the forefront of strategic financial reporting, directly shaping high-stakes decisions.
• Professional Growth: Thrive in a dynamic setting with endless opportunities to sharpen your skills, tackle complex challenges, and grow professionally in a supportive yet high-energy team.
• Comprehensive Benefits: PTO, Paid Holidays, health, dental, and vision plans, a 401(k) with company match, and more.
  
  

Essential Job Responsibilities

Executive & Internal Financial Reporting

• Lead the preparation, analysis, and delivery of monthly and quarterly internal management reports, ensuring alignment with business objectives and key performance indicators (KPIs).
• Collaborate with cross-functional teams (Accounting, Operations, and Business Units) to collect and validate financial and operational data.
• Develop and present executive-level financial reports and board materials that provide clear insights into financial performance, business trends, and strategic initiatives.
• Partner with the Director of FP&A on strategic presentations for the Board of Directors, PE sponsors, and executive leadership.
  
  

Private Equity & Lender Reporting

• Manage all aspects of financial reporting required by Private Equity sponsors and lending partners, ensuring compliance with complex reporting requirements and strict deadlines.
• Deliver high-quality, accurate, and timely reporting packages, including covenant calculations, lender compliance certificates, and performance dashboards.
• Serve as the primary point of contact for PE sponsors and lenders on financial reporting, addressing inquiries and providing detailed variance analyses and supporting data as needed.
  
  

Reporting Accuracy & Process Optimization

• Establish and continuously improve financial reporting processes, controls, and procedures to ensure accuracy, efficiency, and scalability.
• Conduct in-depth reviews of financial data to guarantee consistency, integrity, and reliability in reporting.
• Drive enhancements in reporting tools and dashboards, leveraging BI solutions such as Power BI and Tableau to deliver actionable insights and streamline reporting workflows.
  
  

Business Partnership & Cross-Functional Collaboration

• Collaborate closely with the FP&A team to align financial reporting with forecasting, budgeting, and long-range planning activities.
• Partner with the Accounting team during the month-end close to ensure accurate financial results and timely analysis.
• Assist in the development and implementation of reporting systems, contributing to a data-driven culture across the organization.
  
  

Ad Hoc Analysis & Strategic Initiatives

• Support ad hoc financial analyses, special projects, and strategic initiatives as directed by the Director of FP&A and executive leadership.
• Provide financial modeling and scenario analysis to support investment decisions, capital allocation, and operational improvements.
  
  

What We’re Looking For

Education & Experience:

• Bachelor’s degree in Finance, Accounting, or a related field (MBA or equivalent professional certification preferred).
• 5+ years of experience in financial reporting, FP&A, or related finance roles.
• Experience in a Private Equity-backed company or lender reporting environment is highly preferred.
  
  

Technical & Analytical Skills

• Advanced proficiency in Microsoft Excel & PowerPoint with hands-on experience using financial reporting systems (Oracle NetSuite preferred) and BI tools like Power BI or Tableau.
• Strong understanding of US GAAP, accounting principles, and financial consolidation processes.
• Exceptional analytical skills, with the ability to interpret complex data and provide strategic insights.
  
  

Key Competencies

• Detail-Oriented: Ensures accuracy, completeness, and data integrity in all reporting.
• Strong Communicator: Can translate financial data into clear, concise reports for senior management, PE sponsors, and lenders.
• Highly Organized: Manages multiple priorities in a fast-paced, deadline-driven environment.
• Proactive & Solutions-Oriented: Continuously seeks process improvements and efficiencies.
• Team Player: Builds strong cross-functional relationships to drive business success.
• Private Equity Mindset: Operates with urgency, agility, and precision in a dynamic finance environment.
  
  

If you thrive in a fast-paced, high-growth environment and have a passion for financial strategy and reporting, we’d love to hear from you!

Disclaimer: The above job description is not intended as, nor should it be construed as, exhaustive of all responsibilities, skills, efforts, or working conditions associated with this job.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this job.

EOE

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Consumer Services

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