Sr. FP&A Analyst

Accrue Partners; Charlotte (NC); Hybrid; USD 80,000 - 120,000; Full time

Job summary

AccruePartners is seeking an FP&A professional to join a lean in-house finance team at a fast-growing, private equity-backed residential services company.

You will develop financial models, budgets, and forecasts to support five-year growth, produce monthly performance packages, and build multi-entity reporting across states. The role emphasizes data-driven insights and collaboration with branch leaders in a hybrid work setting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 3+ years FP&A, financial analysis, or closely related experience.
• Strong budgeting, forecasting, financial modeling, and scenario analysis skills.
• Advanced Excel skills with large datasets; experience with BI tools preferred.
• Experience in ERP environments; NetSuite is a plus.

Responsibilities

• Develop and maintain financial models, forecasts, and budgets aligned to the five-year growth plan.
• Prepare monthly performance reporting with variance explanations for CFO and PE sponsor.
• Build branch- and market-level P&L reporting across multi-state footprint.
• Analyze customer, billing, and service data to track KPIs like growth and revenue per customer.
• Develop Power BI dashboards for leadership visibility into performance.

Skills

Financial analysis

Forecasting

Budgeting

Data visualization

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Power BI

Excel

NetSuite ERP

Job description

THE TEAM YOU WILL BE JOINING

• Private equity-backed residential services company with 27 branches across 13 states, planning to grow from roughly $50M to $250M in revenue over the next five years
• Highly predictable business model, with about 90% of customers on recurring subscription agreements and most payments processed through autopay
• Lean, newly forming in-house Finance team based at the company's future national headquarters in Concord, NC
• Direct access to the CFO and Controller, with visibility to the executive team and private equity sponsor
• Entrepreneurial environment where processes, systems, and reporting are actively being built
• Culture focused on humility, integrity, teamwork, ownership, and intellectual curiosity

WHAT THEY OFFER YOU

• Opportunity to help build the FP&A function from the ground up during a period of rapid growth
• Broad responsibility across budgeting, forecasting, financial modeling, and management reporting
• Hands-on work with large operational datasets, Power BI, and field-service data to turn operating metrics into financial insight
• Exposure to a NetSuite ERP implementation and the build-out of scalable, multi-entity reporting
• Involvement in private equity reporting, including monthly reporting packages and quality of earnings analysis
• Potential exposure to acquisitions, new market openings, and other strategic growth initiatives
• Hybrid schedule, with Tuesday through Thursday in office and Monday and Friday remote

WHAT YOU WILL DO

• Develop and maintain financial models, forecasts, and budgets supporting both short-term operating plans and the company's five-year growth strategy
• Prepare monthly business performance reporting, including variance explanations and forward-looking estimates, for the CFO, executive team, and private equity sponsor
• Build branch- and market-level P&L reporting to evaluate performance across a multi-state footprint
• Pull and analyze customer, billing, and service data from the company's field-service platform to track KPIs such as customer growth, retention, revenue per customer, and route productivity
• Develop and maintain Power BI dashboards that give leadership timely visibility into operational and financial performance
• Support the annual planning and budgeting process, partnering with branch and regional leaders to gather inputs and build accountability to the plan
• Perform scenario analysis and ROI modeling for new branch openings, market splits, and service line expansion
• Support acquisition analysis, due diligence, and post-close performance tracking of acquired businesses
• Assist with monthly quality of earnings rollforwards and other private equity reporting requirements
• Conduct ad hoc financial analysis and support special projects as the business scales
• Translate complex financial and operational data into clear, actionable recommendations for leadership

WHY THIS ROLE IS IMPORTANT

• Serves as the first dedicated FP&A resource in a business planning to roughly 5x its revenue, shaping how leadership measures and manages performance
• Turns a large volume of recurring customer and field-service data into the insight needed to drive growth, pricing, and operational decisions
• Builds the budgeting, forecasting, and reporting foundation the company will rely on as it adds branches, markets, and acquisitions
• Gives leadership and the private equity sponsor reliable visibility into branch, market, and company-wide performance
• Supports decisions on where to invest, including new markets, acquisitions, and expanded service offerings

THE BACKGROUND THAT FITS

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• 3+ years of FP&A, financial analysis, or closely related experience
• Strong understanding of budgeting, forecasting, financial modeling, and scenario analysis
• Advanced Excel skills and comfort working with large, complex operational datasets
• Power BI or other business intelligence and data visualization experience is highly valued
• Experience working within an ERP environment; NetSuite experience is a plus
• Ability to communicate financial insights clearly to finance and non-finance leaders
• Curious, data-oriented, and trainable, with a desire to understand the business behind the numbers
• Experience in a private equity-backed, multi-location, subscription, or service-based business is a plus
• Exposure to acquisition analysis, due diligence, or integration is valuable
• Strong attention to detail and the ability to manage multiple priorities in a fast-paced, evolving environment