Director of Financial Planning and Analysis

Title: Director of FP&A


Compensation: $200,000 + 20% Bonus


Location: Huntington Beach, CA 92646

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Position Overview

Nation's leading residential HVAC installation enterprise, dedicated to amazing customer service for over 50 years in looking for someone to head up the FP&A function. As a premier portfolio company backed by a top 20 PE firm. We are seeking someone who is promotable. If you are growth-minded Director of Finance and want to be in a high-visibility role then this one could be the right role for you. Reporting directly to the CFO you will work as critical bridge between the CEO, PE Board Members and executive-level strategic decision-making.

The FP&A savant will oversee all areas of the company's Financial Planning and Analysis, Strategy Planning, and Operational Finance functions. You will be responsible for identifying and implementing value-added scalable FP&A processes. This role will also support our strategic initiatives by generating key insights into business performance. This is a rare opportunity to join a growth engine that currently has a bottom line that makes their institutional and retail investors happy.


The Perks

• Generous 401K Match
• Medical, Dental, Vision, Disability Coverage
• Auto Allowance

Job Duties

• Lead and own the comprehensive annual operating plan, including the budgeting and forecasting process for the P&L, Balance Sheet, and Cash Flow.
• Drive the monthly reporting deliverables for the Executive Management Team, Branch level Leadership, and Private Equity Owners.
• Act as the primary day-to-day business partner to the management team and PE sponsors, providing data-driven insights to guide execution.
• Supervise and mentor a Sr. Financial Analyst, Financial Systems Analyst, and an intern as you will be fostering a culture of technical excellence and professional growth.
• Prepare high-impact board decks and executive-level presentation materials that highlight variance root causes and mitigation strategies.
• Monitor and analyze performance across 100 branches, grading locations based on utilization, billable hours, and technician efficiency.
• Support a highly acquisitive business environment by integrating financial data from newly acquired entities into the master reporting structure.
• Build and maintain sophisticated financial models in Alteryx, Excel, Tableau for scenario analysis and long-term strategic planning.
• M&A Integration as you will be integrating data and financial reporting for acquired businesses.
• Lead the eventual transition from manual processes to an automated rolling forecast environment using tools like Domo, Vena, or Data Rails.
• Collaborate with the leadership team to explore and implement Agentic Models to further automate forecasting workflows.
• Utilize Power Query and other complex formulas to synthesize complex data into visual dashboards for P&L owners and VP of Operations.
• Coordinate the development of annual cost savings initiatives and non-financial performance metrics.
• Provide insightful financial projections that inform regional expansion strategies and capital allocation.
• Maintain a "hands-on" approach, staying in the weeds of the data when necessary while effectively communicating at the C-suite level.

Experiences Deemed a Plus

• Progressive Financial Leadership: 8+ years of experience in FP&A or corporate finance, ideally within a high-growth or Private Equity-backed environment.
• Expert-level proficiency in Microsoft Excel, including advanced formulas, pivot tables, and Power Query.
• Demonstrated experience building and managing dashboards within Alteryx, Tableau, Power BI, or Snowflake to drive operational visibility.
• Ability to present complex financial concepts to non-financial stakeholders and PE partners.

• Experience transitioning a company from Excel-based planning to an automated tool (Adaptive, Planful, Domo, Vena, or Data Rails)
• A forward-thinking interest in AI and Agentic models for finance department automation.

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