VP, FP&A

Vice President, Financial Planning & Analysis (FP&A) – NearU

At NearU, we are committed to our employees, their development, and their work-life balance.

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. Higher pay. Better benefits. More opportunities. Welcome to your new career at NearU!

Job Summary

We are seeking a strategic and analytical leader to join our executive team as Vice President of Financial Planning & Analysis (FP&A). This role is critical to driving financial strategy, supporting business decisions, and ensuring the company’s financial health. The VP of FP&A will oversee budgeting, forecasting, long-range planning, and performance analysis to provide key insights to the executive team and Board of Directors.

Key Responsibilities

• Lead the FP&A team in developing and managing the company’s annual budget, quarterly forecasts, and long-term financial plans.
• Provide strategic support and insight to the CEO, CFO, and senior leadership through financial analysis, scenario modeling, and business performance reviews.
• Ensure accurate and timely reporting of financial performance against budget, forecast, and prior periods, including variance analysis.
• Develop KPIs and dashboards to monitor business performance and drive accountability consistent with company goals.
• Analyze financial and operational results to better understand company performance.
• Collaborate closely with Accounting, Marketing, and Business Unit Leaders to ensure alignment across initiatives.
• Drive continuous improvement in financial systems, reporting, and planning processes.
• Present reporting, insights, and recommendations to senior leadership and the Board of Directors in a clear and actionable manner.
• Manage regular reporting and ad hoc projects for the Private Equity sponsor.
• Serve as a financial consultant to departments on key initiatives and projects.
• Lead, mentor, and grow a high-performing FP&A team with emphasis on collaboration, results-driven orientation, professional development, and continuous learning.
  
  

Qualifications

• Bachelor’s degree required; MBA preferred.
• 5 years of progressive experience in FP&A, including 3–5 years in a leadership role.
• Private Equity-backed company experience highly desirable.
• Experience in high-growth, highly acquisitive environments is a plus.
• Home services industry experience is beneficial.
• Proven track record of developing strategic financial plans and delivering actionable insights.
• Advanced skills in financial modeling, forecasting, and data analysis.
• Comfortable creating insights and reports proactively, not just responding to requests.
• Strong business acumen with ability to translate complex financial concepts into clear narratives.
• Familiarity with financial software (Alteryx, Sage Intacct, ServiceTitan, Databricks) is a plus.
• Experience with data warehouse environments and accessing data directly.
• Excellent communication, leadership, and stakeholder management skills.
  
  

Why Join Us?

• Positive, employee-focused work culture.
• Career growth opportunities tailored to your skills and personal goals.
• Year-round stability with opportunities to lead high-impact initiatives.
• Comprehensive benefits package including medical, dental, vision, disability, life insurance, and more.
• Paid Time Off accrual starts immediately.
• 401(k) with company match.
• Family-oriented workplace.
  
  

Equal Opportunity Employer

NearU is an Equal Opportunity Employer AA/EOE/M/F/V/D. In compliance with the Americans with Disabilities Act, NearU may provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.