Strategic FP&A Leader: Budgeting, Forecasting & Insights

HomeServe USA; Winnipauk (CT); On-site; USD 115,000 - 135,000; Full time

Job summary

HomeServe USA in Norwalk, CT is seeking a Manager of Financial Planning & Analysis to lead annual operating plans, driver-based budgets, and a five-year financial model. You will partner with Finance, Marketing, Account Management, Operations, HVAC, and IT to deliver value-added analysis and accurate forecasts.

The role requires strong financial acumen, collaboration, and the ability to produce executive-level insights under tight deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance or related field (MBA preferred).
• Minimum of 4 years of relevant analytics experience.
• Expert in MS Excel and financial modeling with exposure to Brio, Tableau, Alteryx and Hyperion Planning.
• Demonstrated success building, maintaining and governing analytical models.
• Able to communicate effectively across all functions and levels, including presenting ideas and analysis to senior management.
• Well organized, detail oriented, able to work under pressure and meet deadlines.

Responsibilities

• Partner with key business owners to prepare annual budget presentations and monthly forecasts including KPI reporting.
• Support the company’s annual budget and monthly forecast processes.
• Provide monthly forecast reporting to Brookfield and adjust processes as needed for requirements.
• Support the five-year financial model and EBITDA targets.
• Complete ad-hoc projects to support growth and decision making.
• Communicate with stakeholders to ensure accuracy and relevancy of information.

Skills

Excel (advanced)

Financial analytics

Stakeholder communication

Team collaboration

Education

B.S. in Finance or related field

MBA preferred

Tools

Brio

Tableau

Alteryx

Hyperion Planning

Job description

HomeServe USA in Norwalk, CT is seeking a Manager of Financial Planning & Analysis to lead annual operating plans, driver-based budgets, and a five-year financial model. You will partner with Finance, Marketing, Account Management, Operations, HVAC, and IT to deliver value-added analysis and accurate forecasts.

The role requires strong financial acumen, collaboration, and the ability to produce executive-level insights under tight deadlines in a fast-paced environment.