Overview

Company Overview

Apex Service Partners (“Apex” or the “Company”) is a group of leading residential services businesses that conducts HVAC, plumbing and electrical work for residential homeowners. In this fragmented industry dominated by small and founder-owned businesses, the Company’s strategy is to execute significant organic growth initiatives and high-frequency M&A. This roll-up strategy necessitates an A finance team.

Apex Service Partners was founded in 2019 with a mission to build a partnership of like-minded world-class service providers to build an industry leading national platform. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices, and expertise to deliver unparalleled service to customers and opportunities for employees.

The Company and its executive team are being backed by Alpine Investors (“Alpine”), a private equity firm that specializes in majority or full buyouts of founder-owned businesses and corporate carve- outs. Alpine specializes in middle-market companies (i.e., those with valuations up to $500 million), having invested in 50 businesses since inception in 2001. Alpine recently closed its Fund IX at $4.5 billion in capital commitments.

Job Description – FP&A/Data Analyst (Marketing)

Mission of the Role:

Apex is looking for a FP&A / Data Analyst who is passionate about helping build a world-class finance, analytics, and marketing organization. This individual would be responsible for (i) executing workstreams in marketing analytics, including ad hoc analyses, (ii) reporting performance marketing results across all P&L levels in the organization, (iii) forecasting and budgeting for marketing spend across seven regions, and (iv) being a thought partner on long-term strategic planning and growth initiatives with our marketing department leaders and other senior leaders within Apex.

This role is highly analytical, strategic, and data-oriented and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to combine financial, strategic, and analytical capabilities, with a high level of emotional intelligence, to help grow the Company.

Responsibilities:

• Build and maintain a direct link between marketing and operations to facilitate accurate and timely reporting to support decision making
• Maintain and update consolidated financial/KPI reports and analyses to support marketing and operational leaders across Apex
• Drive strategic financial thinking across the Company and act as a thought partner to the marketing leadership team and other senior leaders within Apex on long-term strategic planning
• Develop detailed financial models as well as reporting structures and processes to facilitate strategic planning and decision-making
• Conduct analyses and build presentations to support Board and management dialogue and capital allocation decisions
• Assist with the creation and execution of strategic growth initiatives and other special projects, including timing and rhythm to achieve success
• Become recognized as a trusted partner across Apex

Experience:

• Bachelor’s degree in finance/accounting or a related field
• 2 years of prior strategic finance, transaction advisory services, investment banking and/or private equity experience
• Exceptional financial modelling skills
• Understanding of S. GAAP accounting
• Familiarity with marketing KPIs
• Strong ability to communicate financial information into common language
• Experience working with minimal oversight and directly with senior leadership, a plus

Personal Characteristics:

• Analytical – finds meaning and action in numbers, and is a data-driven decision-maker
• Exceptional formatting skills and attention to detail
• Excellent communicator – written and oral
• Stellar time management and organizational skills
• Strong work ethic with a demonstrated history of outworking peers
• Resourceful – figures out how to achieve results creatively with finite resources
• Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment
• Works collaboratively and energetically
• Impeccable integrity and ethical standards
• Self-aware, accepting, honest, open, and respectful of others
• An undying commitment to personal growth and development

Other:

• Location: Dallas, TX
• Compensation: Competitive
• Other Benefits: medical, dental and vision coverage; unlimited PTO; 401(k) matching