- Private equity-backed, commercial services company headquartered in Charlotte, NC
- Industry leader with a multi-site, service-based operating model supporting enterprise customers across North America
- Experiencing strong growth through organic expansion, operational improvements, and strategic investment initiatives
- Backed by an engaged ownership group focused on scaling the platform and driving long-term value creation
- Collaborative leadership team with a focus on data-driven decision making, accountability, and continuous improvement
- Exposure to leadership and cross-functional business partners in a rapidly scaling organization
- Long-term career growth potential within a company focused on employee development and advancement opportunities
- Support the corporate FP&A function for a private equity-backed services organization, supporting executive leadership with budgeting, forecasting, and financial planning during a critical transition period.
- Partner closely with the VP of FP&A and business leaders to deliver monthly financial reporting, variance analysis, KPI dashboards, and actionable insights that drive operational and financial performance.
- Own the annual operating plan, rolling forecasts, and long-range planning process while identifying risks, opportunities, and initiatives to improve forecast accuracy and business results.
- Support strategic initiatives including M&A integration, value creation projects, and executive-level financial modeling to inform key business decisions.
- Evaluate and enhance FP&A processes, reporting capabilities, and planning tools, implementing improvements that strengthen financial visibility and decision-making.
- Serve as a trusted finance business partner across functional leaders, translating complex financial data into clear recommendations for executive and private equity stakeholders.
THE BACKGROUND THAT FITS
- 8+ years of progressive FP&A or corporate finance experience, ideally including prior success in an interim, consulting, or transformation-oriented role.
- Experience supporting a large, PE-backed multi-site services, business services, or similarly operationally complex environment.
- Strong ownership of budgeting, rolling forecasts, long-range planning, management reporting, and executive-level variance analysis.
- Proven ability to partner with CFOs, senior executives, and operating leaders, translating financial and operational data into clear insights and actionable recommendations.
- Advanced financial modeling and analytical skills, with experience evaluating investments, value-creation initiatives, acquisitions, and business performance drivers.
- Track record of improving FP&A processes, reporting, KPI visibility, and forecast accuracy in organizations undergoing growth, integration, or change.
- Hands-on, adaptable leadership style with the ability to quickly assess priorities, work independently, and deliver immediate impact with limited ramp-up time.
