Director of Financial Planning and Analysis

Canopy Service Partners is a rapidly expanding field services platform, currently growing from approximately 20 to over 50 brands. The company is committed to building a best-in-class finance function and offers a dynamic, hands-on environment where finance professionals can make a significant impact. As Director, FP&A, you will play a pivotal role in shaping scalable financial operations, driving core financial processes, and partnering directly with senior leadership, including the CFO. This is an execution-focused, ownership-driven position with clear advancement potential, ideal for those seeking a high-impact role in a collaborative and fast-paced setting.

Responsibilities

• Lead and maintain the 13-week cash flow model, providing weekly updates and continuously improving forecast accuracy.
• Develop and manage the core financial model, overseeing annual budgeting and monthly forecasting processes.
• Consolidate financial inputs from the CFO and branch-level General Managers into comprehensive financial plans.
• Prepare and deliver monthly management reporting packages, ensuring accuracy, timeliness, and actionable insights.
• Analyze and highlight key drivers, variances, and areas requiring attention in monthly reports.
• Establish consistent performance views across regions and brands, identifying key revenue, margin, and cost drivers.
• Support and help standardize the monthly business review process, including the development of consistent KPIs across brands.
• Identify and implement improvements in finance processes, reporting, and data structure to enhance speed, clarity, and reliability.
• Build scalable financial processes to support rapid growth from approximately 20 to over 50 brands.
• Support M&A financial modeling and post-acquisition performance tracking as needed.
• Partner with the CFO and operational leaders on performance-related questions and strategic decisions.
• Begin as an individual contributor with full ownership of FP&A outputs, with the opportunity to build and manage a small team as the company grows.

Qualifications

• 6-8 years of experience in FP&A, investment banking, private equity, or corporate finance.
• Advanced financial modeling skills and proficiency in Excel, with the ability to independently build and maintain complex models.
• Experience in high-growth, multi-entity, or acquisitive environments.
• Demonstrated ability to own and execute financial processes end-to-end with high reliability and attention to detail.
• Strong analytical and problem-solving skills, with a commitment to output quality.
• High ownership mindset and ability to operate independently in a fast-paced environment.
• Ability to balance detailed execution with process improvement and scalability initiatives.
• Comfortable working directly with senior leadership and operational teams.

Benefits

• Competitive pay with opportunities for 40 hours per week
• Paid time off (PTO) and holidays to support work-life balance
• Employer-paid long-term and short-term disability insurance
• Employer-paid basic life & AD&D insurance
• 401(k) retirement plan with up to 4% company match
• Flexible insurance options for health, dental, and vision coverage, allowing employees to select plans that best fit their needs and budget
• Health Insurance (Cigna Plans): Choose from Cigna OAP (Open Access Plus), Cigna OAP IN (in-network focused), or Cigna HDHP (High-Deductible Health Plan with HSA compatibility)
• Dental Insurance (Cigna Plans): Select from the 2025 Cigna Dental PPO Low Plan or High Plan for varying coverage levels
• Vision Insurance (Cigna Plan): Comprehensive coverage for exams, lenses, and frames
• Health Savings Account (HSA) with $250 employer contribution (for HDHP participants) or Flexible Spending