Sr. FP&A Analyst

AccruePartners; Charlotte (NC); Hybrid; USD 80,000 - 140,000; Full time

Job summary

AccruePartners is seeking an experienced FP&A professional to join a lean in-house finance team in Concord, NC. You will develop and maintain financial models, forecasts, and budgets to support the company's five-year growth plan across multiple branches and markets.

You'll build branch- and market-level P&L reporting, analyze customer and field-service data, and create Power BI dashboards for leadership. This role offers visibility to the CFO, Controller, and PE sponsor and begins with a

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.
• Advanced Excel skills and comfort with large, complex operational datasets.
• Power BI or other BI/data visualization experience is highly valued.
• Experience in 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 ability to manage multiple priorities in a fast-paced, evolving environment.

Responsibilities

• Develop and maintain financial models, forecasts, and budgets supporting short-term operating plans and the five-year growth strategy.
• Prepare monthly performance reporting, including variance explanations and forward-looking estimates for the CFO and PE sponsor.
• Build branch- and market-level P&L reporting for a multi-state footprint.
• Pull and analyze customer, billing, and service data to track KPIs such as growth, retention, revenue per customer, and productivity.
• Develop and maintain Power BI dashboards for timely visibility into performance.
• Support annual planning and budgeting with branch and regional leaders.
• Perform scenario analysis and ROI modeling for new branches, market splits, and service expansions.
• Support acquisition analysis, due diligence, and post-close performance tracking.
• Assist with monthly QOE rollforwards and PE reporting.
• Conduct ad hoc analyses and translate data into actionable leadership recommendations.

Skills

Advanced Excel

Power BI

Financial modeling

Data analysis

ERP experience

Communication

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

NetSuite

Job description

• 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
  

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
  

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