Financial Reporting Manager

Master Trades Group; White Marsh (MD); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Manager of Financial Reporting to oversee internal and external reporting processes. This high-impact role involves collaborating with cross-functional teams to deliver precise financial reports that support strategic decision-making. The ideal candidate will thrive in a fast-paced, hybrid environment, demonstrating strong analytical skills and a detail-oriented approach. With comprehensive benefits and opportunities for professional growth, this position is perfect for those passionate about financial strategy and reporting. Join a dynamic team and make a significant impact on the company's financial performance.

Benefits

PTO

Paid Holidays

Health Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Qualifications

• 5+ years in financial reporting or FP&A roles.
• Experience in a Private Equity-backed company preferred.

Responsibilities

• Lead preparation of monthly and quarterly management reports.
• Manage financial reporting for PE sponsors and lenders.
• Drive enhancements in reporting tools and dashboards.

Skills

Financial Reporting

US GAAP

Analytical Skills

Microsoft Excel

Power BI

Tableau

Communication Skills

Detail-Oriented

Organizational Skills

Private Equity Mindset

Education

Bachelor's Degree in Finance

MBA or Equivalent Certification

Tools

Oracle NetSuite

Power BI

Tableau

Job description

Are you ready for new challenges and new opportunities?

Join our team!

Current job opportunities are posted here as they become available.

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?

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.

• 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.
• 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.