Accounting/Finance - Sr. FP & A Analyst

Senior 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.

We are seeking a highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team. This role will oversee financial planning for multiple branch entities. The ideal candidate will have a strong understanding of private equity, or experience with multi-entities, with advanced financial planning and analysis experience.

Job Responsibilities

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.
  
  

Qualifications

• 2 years' experience in an FP&A role
• Bachelor's degree in finance, or related field
• Advanced proficiency in Excel; experience with Power BI 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