FP&A Director

Pinnacle MEP

United States

Remote

USD 150,000 - 190,000

Full time

5 days ago

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Job summary

Pinnacle MEP is seeking an FP&A Director to drive financial planning, forecasting, reporting, and performance Management across the organization. You will transform data into actionable insights to guide leadership decisions and profitable growth.

You'll lead budgeting cycles, develop KPIs and dashboards with Power BI, and support strategic initiatives including acquisitions. This role partners with senior leadership across cross-functional teams.

Qualifications

Residence in MI, OH, or IN preferred with strong commuting flexibility.
10+ years of FP&A experience in PE-backed or construction/MEP environments.
Proven ability to build dashboards and complex financial models.

Responsibilities

Lead budgeting, forecasting and performance management across the organization.
Develop KPI dashboards and financial analyses to guide leadership decisions.
Support acquisitions and strategic initiatives with data-driven analyses.
Collaborate with cross-functional teams to improve FP&A processes.

Skills

Power BI

Excel

Financial planning

Analytical thinking

Strategic communication

Education

Bachelor's degree in finance or related field

MBA / CPA / CMA preferred

Tools

Power BI

Excel

Job description

Explore rewarding careers across Pinnacle’s family of operating companies and find opportunities to learn, grow, and succeed.

Build Your Future With Pinnacle

Pinnacle’s operating companies are leading HVAC, plumbing, electrical, and mechanical companies across Michigan, Indiana, and Ohio.

Whether you’re an experienced tradesperson, project manager, office professional, or just starting your career, Pinnacle offers opportunities to grow, develop new skills, and build a long-term future in a safety-focused, team-oriented environment.

3 States

Career Opportunities Across Multiple Trades & Disciplines

Current Openings

Position:FP&A Director

Location: Remote

Job Id:PIN202609FPA

# of Openings:1

Position Summary

At Pinnacle MEP, our Financial Planning & Analysis (FP&A) Director does more than build financial reports—they turn data into insights that help leadership make better business decisions and drive profitable growth across the organization.

This role leads financial planning, forecasting, analysis, reporting, and performance management across Pinnacle MEP and its operating companies. The FP&A Director partners closely with senior leadership and cross-functional business leaders to understand financial and operational drivers, identify trends and opportunities, and translate complex financial information into actionable insights.

If you're someone who enjoys working at the intersection of finance, strategy, and operations, this is an opportunity to make a meaningful impact with one of the fastest-growing MEP platforms in the Midwest.

Why You'll Love Working Here

At Pinnacle MEP, we believe our people are our greatest competitive advantage. As a growing family of premier mechanical, electrical, and plumbing companies, we're committed to investing in talented professionals who share our passion for excellence, innovation, and customer service.

When you join Pinnacle MEP, you'll find:

A collaborative, team-first culture where your ideas and expertise are valued.
The opportunity to partner directly with senior leadership and operating teams to influence business performance.
The opportunity to turn financial and operational data into insights that drive meaningful business decisions.
Exposure to a rapidly growing, private equity-backed MEP platform and its strategic initiatives.
Opportunities for professional development and career advancement within a growing organization.

What You'll Do

Financial Planning, Forecasting & Performance Management

Lead the annual budgeting process and monthly forecasting process, ensuring alignment with the company's strategic objectives.
Prepare detailed financial analyses and reports to evaluate business performance, identify trends, and provide actionable insights.
Conduct variance analysis comparing actual results against budgets and forecasts and identify the key drivers of performance.
Develop and maintain financial models to support business planning, strategic initiatives, pricing decisions, capital investments, and other business opportunities.
Provide financial insights and recommendations to senior management to support strategic and long-term planning.

Business Intelligence & Reporting

Develop and implement KPIs and dashboards to measure and monitor the financial and operational performance of business units.
Leverage Power BI and other analytical tools to transform financial and operational data into meaningful reporting and actionable insights.
Partner with business leaders to understand key performance drivers and develop reporting that supports informed decision-making.
Identify trends, opportunities, risks, and performance gaps across the organization.

Strategic & Transaction Support

Support acquisitions by preparing data-driven analyses of target companies and their operations.
Partner with leadership on strategic initiatives, investments, and other projects requiring financial analysis and modeling.
Develop financial models and analyses to evaluate business opportunities and potential outcomes.
Build and maintain financial models and reporting necessary to support the company's preparation for a future exit.

Process Improvement & Cross-Functional Partnership

Work closely with Finance, Operations, and other cross-functional teams to gather data, understand business drivers, and improve financial visibility.
Identify opportunities to improve FP&A processes, reporting, and analytical capabilities.
Establish and maintain consistent financial analysis and reporting practices across the organization.
Communicate financial findings clearly and effectively to both finance and non-finance stakeholders.

What We're Looking For

Required Qualifications

Reside in Michigan, Ohio, and Indiana (strongly preferred).
Bachelor’s degree in finance, Accounting, or a related field.
10+ years of experience in financial planning and analysis, preferably within a private equity-backed company and/or construction, mechanical, electrical, plumbing, or skilled-trades environment.
Deep expertise in Power BI, including the ability to develop meaningful dashboards and reporting.
Superior financial analysis, Excel, and financial modeling skills.
Strong analytical and problem-solving skills with exceptional attention to detail.
Ability to work effectively in a fast-paced, dynamic, and changing environment.
Ability to drive a rapid pace and manage multiple priorities.
Excellent communication, presentation, and interpersonal skills, with the ability to communicate complex financial information to non-financial stakeholders.
Ability to work independently while partnering effectively across functions and levels of the organization.
Demonstrated ability to maintain strict confidentiality of sensitive financial and business information.
Must reside near Detroit, MI; Indianapolis, IN; or Cincinnati, OH.

Preferred Qualifications

MBA, CPA, or CMA.
Experience supporting private equity transactions, including buy-side diligence and acquisitions.
Experience in construction, MEP, HVAC, electrical, plumbing, or skilled-trades organizations.
Experience supporting financial planning and reporting for a multi-entity or multi-business-unit organization.

Why This Role Matters

The FP&A Director plays a vital role in Pinnacle MEP's long-term success by providing the financial visibility, analysis, forecasting, and strategic insight leadership needs to make informed decisions and drive profitable growth.

This role serves as a critical bridge between financial performance and operational execution, helping leaders understand not only what is happening in the business, but why it is happening and where opportunities exist to improve performance.

Travel Requirements

Local travel may be required between Pinnacle MEP business units and operating company locations.
Occasional national travel may be required for business meetings, strategic initiatives, acquisitions, or other company events.
Travel requirements may vary based on business needs.

Physical Requirements

Primarily office and computer-based work requiring extended periods of sitting and working at a computer.
Regular use of hands and fingers for computer, keyboard, and other office equipment.
Occasional walking, standing, reaching, and movement within office and business environments.
Ability to communicate effectively in person, by phone, and through virtual communication platforms.

Pinnacle MEP is an Equal Opportunity Employer. We are committed to creating an inclusive workplace where all qualified applicants receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law.

We believe that diverse perspectives strengthen our organization and encourage candidates from all backgrounds to apply.

Pinnacle combines the strength and resources of a growing regional organization with the local relationships and reputations of trusted operating companies.

Employees have opportunities to develop their careers across multiple markets, service lines, and business units while remaining part of teams that are deeply connected to their communities.

What You Can Expect