Sr. FP & A Analyst

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee experience.

NearU is looking for a Senior Financial Analyst of FP&A.

This role will be based out of our Charlotte, NC office and can be hybrid in nature.

What you'll do

Financial Planning and Analysis:

• Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
• Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
• Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.

Forecasting:

• Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
• Continuously refine and improve forecasting models to enhance accuracy and relevance.

Performance Metrics:

• Develop and maintain key performance indicators (KPIs) to measure business performance against strategic objectives.
• Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.

Cross-Functional Collaboration:

• Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
• Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.

Financial Reporting:

• Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
• Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.

Ad-hoc Analysis

• Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
• Respond to inquiries from senior management with insightful and data-driven recommendations.

We're excited about you because of your...

• 3+ years experience in an FP&A role
• Bachelor's degree in Finance, or related field
• Advanced proficiency in Excel; experience with PowerBI software is a plus
• Excellent proficiency in financial modeling, financial reporting, and forecasting
• Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
• Strong analytical skills with the ability to interpret complex financial data

Why You'll Love Working at NearU

• We are an innovative and fast-growing company at the forefront of home services serving 1M+ customers.
• Our collective of technicians, dispatchers, managers, and executives is a group of bright and kind people.
• We love solving problems and are motivated by challenges and continuous improvement.
• We empower our team to become "intrapreneurs," to take initiative, and to drive positive change.
• Our experienced leadership team wants to do it right and is always open to new ideas.
• We offer comprehensive compensation packages.

About NearU Services

Founded in 2018 and headquartered in Charlotte, North Carolina, NearU is an employee- and customer-centric provider of essential home services with a focus on HVAC, plumbing, and electrical services. NearU's brand portfolio has grown to include 20+ longstanding and market-leading brands across nine states in the U.S. on both the East and West Coasts. The Company has quickly become the preferred home services provider, employer, and partner to owners seeking to transition their businesses. NearU is well-capitalized and seeks to grow organically and through partnerships with leading HVAC, plumbing, electrical, and other skilled trade contractors. For more information, please visit www.nearu-services.com.