FP&A Manager - CMS Nexttech

Overview

Join the best in the industry at Nextech and embark on a rewarding career journey! For over 30 years, we've built our success on a foundation of Quality, Value, and Integrity, fostering enduring partnerships with thousands of satisfied customers. With over 2,000 team members nationwide, Nextech sets itself apart from other companies by being America’s largest HVAC/R service provider.

As we continue to grow, we're committed to offering an exceptional work experience for our employees with numerous opportunities for development and advancement. If you pride yourself on quality work, integrity, and dedication, we want you on our team. Nextech boasts outstanding review ratings on Indeed and Glassdoor, making it the premier destination for HVAC professionals. Elevate your career by joining Nextech today!

Role:

The FP&A Manager focuses on the annual budget process and quarterly forecasts, as well as board reporting, weekly cash flow forecasting, and other reporting for our management team and private equity ownership group. There is a heavy focus on financial analysis, process and profit improvement projects, and support of M&A activity. The FP&A Manager is a trusted resource and business partner to the FP&A Director, the CFO, and the management team.

Benefits:

• Excellent Health Insurance options including a FREE employee only option
• Dental, Vision, Accident, Critical Illness, Disability and Supplemental Life Insurance options
• FREE life insurance equal to your annualized pay rate
• 401k with a 50% match up to the first 6% of your contributions
• 7 paid Holidays
• 2 paid Personal days
• 10 paid Vacation days

Min Compensation

Max Compensation

Responsibilities

• Become a true business partner to the executive management team, helping the team to understand and improve operational performance
• Daily, weekly, and monthly sales and profitability reporting for management and private equity partners
• Maintain and improve the 13-week cash flow forecasting process, track and manage cash needs across multiple entities
• Manage creation of monthly board reporting and forecasting, including analyzing and explaining consolidated results and preparing presentations
• Manage the production of detailed, bottom-up annual budgets and quarterly forecasts to support short-term and long-term strategic planning
• Develop/implement monthly internal financial reporting in support of the Operations team and other members of the management team
• Track, analyze, and drive improvements to key financial metrics and profitability
• Respond to requests for data and analysis to support business initiatives and continuous improvement projects
• Create reporting for lenders, including monthly financial results, quarterly and annual compliance calculations, and MD&A reporting
• Help manage financial integration of acquired companies, including tracking synergies, creating budgets, and consolidating financial results
• Other related duties, as assigned

Qualifications

Required Knowledge, Skills, and Abilities:

• High proficiency in financial modeling and forecasting is a must (three statement, operating, LBO models, etc.)
• Expert-level excel skills, ability to build reports and models that are scalable for a high-growth, acquisitive organization
• Strong understanding of financial statements and how they interact with each other
• Knowledge of budgeting/forecasting methodologies for sales, costs, and balance sheet metrics, as well as long-range strategic planning
• Good working knowledge of ERP systems and reporting/analysis packages like Power BI and OneStream
• Good communication skills with the ability to build relationships with management team
• Time management and organizational skills
• Ability to multi-task and meet deadlines
• Ability and interest in taking lead on workstreams
• Analytical and excellent problem-solving skills, accuracy, and attention to detail
• Proactive approach; ability and interest in taking lead on workstreams is important

Education and Experience:

• Bachelor’s Degree in Accounting, Finance, or related analytical field
  • Master’s Degree preferred
• 2+ years of experience as a Manager of FP&A or Finance
• 5+ years of experience in FP&A, Finance, Accounting, or related roles
• Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework
• Experience in a private equity backed company is preferred
• Experience supporting M&A and/or sale process preferred

Physical requirements:

• Continuously able to work in office environment
• Continuously able to operate a computer and other office productivity machinery, such as a copy machine, telephone, and computer printer
• Continuously able to sit at a computer for up to 8 hours
• Able to alternate between sitting and standing, as needed throughout the day
• Occasionally able to lift up to 15 lbs.
• Continuously requires vision, hearing, twisting, and talking
• Occasionally requires walking, lifting, carrying, reaching, kneeling, pushing/pulling, bending, and crouching
• Rarely requires climbing