Regional Finance Manager

Apex Companies, LLC; United States; On-site; USD 125,000 - 140,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Apex Companies, LLC is seeking a Regional Finance Manager to serve as a strategic finance business partner to operational leadership across a portfolio of business units. You will drive forecasting, planning, performance management, pricing strategy, and operational improvements in a private equity-backed environment.

You will develop financial models and dashboards, lead budgeting cycles, support pricing decisions, and push profitability through data-driven analysis.

Qualifications

• 8+ years of FP&A experience in professional services or project-based businesses.
• Strong written and verbal communication for non-financial audiences.
• CPA preferred but not required.

Responsibilities

• Provide financial oversight and decision support to leadership across business units.
• Lead forecasting, budgeting, and performance management processes.
• Develop pricing strategy and evaluate client revenues and margins.
• Build financial models and dashboards to enable strategic decisions.
• Drive AI-enabled tools and analytics to improve reporting and forecasting.

Skills

FP&A

Budgeting

Forecasting

Financial Modeling

Variance Analysis

Power BI

Domo

Tableau

Excel/PowerPoint

Communication

Education

Bachelor's in Finance/Accounting

Tools

Power BI

Domo

Tableau

Excel

PowerPoint

Job description

Are you driven to grow, lead, and make a meaningful impact? At Apex, we're building more than a consulting and engineering firm-we're creating a place where your career accelerates, your contributions matter, and your potential is fully realized. We believe your growth is our growth, which is why we invest in your development at every stage of your career. Here, you'll work on projects that shape communities, protect the environment, and create lasting impact, all while being empowered with the autonomy and flexibility to do your best work.

Fueled by high-quality delivery, exceptional client retention, and strategic acquisitions, Apex Companies continues to rank among the fastest-growing firms in the AEC industry, recently recognized by the Zweig Group for our industry-leading growth. Our success is grounded in strong leadership, a collaborative culture, and a shared commitment to delivering exceptional outcomes.

As we continue to expand, we're looking for high-performing professionals who are ready to lead, collaborate, innovate, and create impact. At Apex, you help shape what's next. When we succeed together, we share in that success. All Apex positions are eligible for annual bonus opportunities, reinforcing our commitment to recognizing and rewarding meaningful contributions that drive our collective growth.

Role Summary:

• The Regional Finance Manager serves as a strategic finance business partner to operational leadership, providing financial oversight, analytical support, and decision-making guidance across a portfolio of business units. This role drives forecasting, planning, performance management, pricing strategy, and operational improvement initiatives while helping leadership achieve growth objectives in a private equity-backed organization.

Key Responsibilities:

• Serve as the primary advisor to Operations on financial matters, partnering with Business Unit Leader (VP), Division Managers, and Project Managers in the business unit
• Identify and lead initiatives that improve profitability, operational efficiency, and overall business performance.
• Develop financial models, dashboards, and analytical tools that drive strategic decision-making and operational performance
• Lead budgeting and forecasting efforts (annual, quarterly and monthly)
• Lead pricing analysis and decision support, directly influencing pricing decisions
• Partner with operational leaders to conduct budget to actual project reviews, including evaluation of client revenues and margins
• Evaluate KPIs and communicate drivers of results and key variances
• Evaluate and explain variances to plan / budget and prior year, both informally and formally (PPT decks)
• Drive use and engagement of 'business intelligence' and reporting tools (e.g., DOMO, HubSpot)
• Drive acquisition financial diligence and integration activities
• Manage and develop a Financial Analyst, including prioritization of work, performance management, training, and career development.
• Lead ad hoc analyses and development of tools and templates (e.g., pricing models)
• Leverage AI tools and emerging technologies to enhance financial analysis, reporting, forecasting, and business decision-making
• Partner with Project Accounting function within the business unit to ensure accurate project financial reporting, revenue recognition, and adherence to accounting standards

Preferred experience and qualifications:

• Bachelor degree in Finance or Accounting
• CPA preferred but not required
• 8+ years of experience in FP&A
• Experience within professional services, engineering, construction, consulting, environmental, or other project-based businesses preferred. Public Accounting experience a plus but not required
• Strong written and verbal communication skills with the ability to present financial insights to non-financial audiences
• Ability to identify root causes of business performance issues and develop actionable recommendations
• Well versed in Microsoft Office, in particular Excel and PowerPoint
• Familiarity with business intelligence, analytics, and reporting tools (e.g. Power BI, Domo, Tableau)
• Demonstrated ability to leverage AI-enabled tools and emerging technologies to improve analysis, reporting, forecasting, or process efficiency.

Annual Expected Pay Range: $125,000—$140,000 USD

We believe in equality for all and celebrate the diversity and differences of our employees, customers, and communities. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Apex aims to make apexcos.com accessible to all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact [e-mail] or [phone]. Likewise, feel free to reach out to us if you would like to view or discuss Apex policy related to equal employment opportunity or have any related concerns. EO/AA/VEV/Disabled Employer