Manager Fp&A

Key Responsibilities:

Financial Planning & Analysis

• Own monthly gross margin analysis for field services, hardware, and performance payouts
• Analyze forecast vs. actual results and identify root causes
• Build and driver-based financial models, including shortfall liability and reserve forecasts
• Perform analyses to evaluate risks and support investment decisions

Operations Partnership

• Partner with Residential and Commercial Operations leaders on cost performance
• Analyze technician productivity, vendor costs, and service expense drivers
• Define and track key operational metrics impacting gross margin
• Support Board decks and Quarterly Business Reviews with data-driven insights

Data, Systems & Process

• Ensure operational data from Salesforce and field systems reconciles with financial results
• Collaborate with Accounting on job costs, recoveries, and reserves accuracy
• Improve data quality, reporting processes, and financial visibility
• Lead ad hoc analysis across Revenue and OpEx as required

Profile Description:

• Strong ownership mindset with high attention to detail
• Comfortable working with large, imperfect datasets
• Ability to move between detailed analysis and senior-level communication
• Curious about operational drivers with a focus on understanding the why behind results
• 6+ years in FP&A, Transaction Services (Big 4/Banking), or Corporate Finance
• Advanced Excel skills with experience in driver-based models
• Hands-on experience in margin analysis, job costing, and unit economics
• Exposure to ERP/CRM tools (NetSuite, Salesforce, or similar)
• Experience with data visualization tools such as Power BI or Tableau

Good to Have

• Background in renewable energy, field services, HVAC, or logistics
• Experience working in high-growth or operationally complex environments
• Familiarity with subscription or performance-based revenue models