Director of Financial Planning and Analysis

This role is with a direct client of Aprio Talent Advisory.

Role Title: Director, FP&A

Location: 100% REMOTE (***MUST be in CST or MST timezone)

Employment Type: Full-Time / Direct-Hire

Client Industry: Commercial Field Services (PE backed)

Compensation: $160,000 - $225,000 + bonus + equity

Important Notes:

• This is a 100% hands-on individual contributor role on a lean team
• Candidates MUST have experience in field services, construction or similar operation business to be considered.

Summary:

Our client, a PE-backed field services platform growing through acquisition, is seeking a hands-on Director of FP&A (individual contributor) to serve as the right hand to the CFO. This remote role owns reporting, forecasting, and operational analytics across multiple entities and service lines, partnering closely with Accounting and field leadership. The ideal candidate comes from field services, construction, or a similar operational business, understands WIP and percentage-of-completion accounting, and still personally does the work.

Why It’s Worth Your Time

• Report directly to the CFO as a true right-hand partner, with regular Board and private equity sponsor exposure.
• Gain broad exposure across operations, M&A, and systems transformation, with a clear path toward VP or CFO-level roles.
• Play a central role in an active buy-and-build strategy, with 5–8 acquisitions expected annually.
• Help shape new enterprise systems, reporting infrastructure, and processes during a platform-wide transition.
• Work in a recurring-revenue, code-driven services business, with bonus and equity participation.
• Remote role with limited travel (10–20%), concentrated early on to meet teams and visit operations.

What You’ll Own

• Own the monthly reporting package, including consolidated and entity-level P&L, EBITDA bridges, and driver-based variance analysis.
• Personally execute daily, weekly, and monthly FP&A work, including data loading, scrubbing, reconciliation, and recurring reporting.
• Partner with the Controller and Accounting team through month-end close on WIP, percentage-of-completion, estimate revisions, accruals, and deferred revenue.
• Prepare Board, sponsor, and lender reporting packages, including covenant calculations and adjusted EBITDA build-ups.
• Lead the annual budget and rolling forecast on a driver-based model.
• Build job-level and branch profitability, estimate accuracy, technician utilization, and productivity analytics.
• Serve as finance partner to branch and field leadership, translating results into operational terms such as hours, jobs, technicians, and backlog.
• Integrate acquired businesses onto the standard chart of accounts, reporting package, and back-office processes.
• Represent FP&A in ERP, field service management, and HCM system transitions, and replace manual reporting with automated dashboards.
• Support pricing, staffing, capacity, and capital allocation decisions with clear financial analysis.

Must-Haves

• Bachelor’s degree in Accounting, Finance, Economics, or a related field, with 6+ years of progressive FP&A, corporate finance, or accounting experience.
• Experience in field services, construction, specialty trades, or a similar operational business.
• Working command of construction and project accounting, including WIP schedules, percentage-of-completion, over/under billings, estimate revisions, and job costing.
• Fluency in operational KPIs such as technician utilization, stops per day, and revenue per technician, and how they drive financial performance.
• Hands-on execution style with advanced Excel and three-statement, driver-based modeling skills; comfortable personally building reporting from source data.
• Multi-entity consolidation experience, including intercompany and eliminations.
• Private equity-backed company experience strongly preferred, including Board or sponsor reporting.

Nice to Have

• Lender reporting experience, including compliance certificates, covenant calculations, and adjusted EBITDA add-backs.
• Acquisition integration or M&A experience, including quality of earnings support and onboarding acquired entities.
• Hands-on involvement in an ERP, field service management, or HCM system implementation or migration.
• Experience with Cube or similar planning tools, Power BI or Tableau, and SQL.
• CPA or public accounting background.
• Broad finance exposure across operations, commercial, HR, marketing, corporate cost centers, and cash flow.