Sr. FP&A Analyst

AccruePartners

Charlotte, NC

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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Vacancy posted 2 days ago

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