Head of FP&A

Head of FP&A

Phoenix Arizona

Finatal is partnered with a well-known Private Equity Firm in search of a Head of FP&A for one of their portfolio companies. The company is a $30mil rollup business in electrical maintenance and consulting services. This is an exciting opportunity to join a fast-growing established portfolio company of a reputable private equity firm.

The Head of FP&A will report directly to the CFO and will be responsible for overseeing all aspects of financial planning, analysis, budgeting, forecasting, and performance reporting. This role will be key in driving strategic financial insights and recommendations to support business decision-making and long-term growth. The Head of FP&A will lead variance analysis, and develop financial models to assess business performance and investment opportunities. Additionally, this role will be integral in the implementation of an ERP system across newly acquired sites, ensuring alignment in financial reporting, accurate forecasting, and the streamlining of financial processes across the organization.

Requirements

• Experience working in a private equity (PE)-backed services business
• Proven track record in managing and supporting accounting for M&A acquisitions
• Experience working with companies in the $10-$200M revenue range
• Strong background in ERP system implementation across multiple sites or locations

Key Responsibilities Include

• Lead the FP&A team, overseeing financial planning, analysis, budgeting, and forecasting functions to align with strategic business objectives.
• Manage the annual budgeting process, ensuring timely and accurate completion while collaborating with leadership to align budgets with key priorities.
• Oversee the creation and maintenance of financial forecasts, adjusting for changes in market conditions and business performance.
• Prepare and distribute financial management reports, including monthly performance updates, variance analyses, and projections for internal and external stakeholders.
• Lead the consolidation of financial reports across departments, ensuring accuracy and alignment with company-wide financial goals.
• Develop and implement financial models, including scenario analysis and long-term projections, to support business decision-making.
• Monitor financial performance against budgets and forecasts, providing actionable insights and recommendations for performance optimization.
• Drive process improvements in financial reporting, forecasting, and budgeting functions, leveraging technology and best practices to enhance accuracy and efficiency.

Core Competencies Include

• Financial Analysis Excellence: The ideal candidate has 10-20 years of experience in financial analysis, working in complex business environments.
• Planning & Budgeting Experience: The ideal candidate will have demonstrated ability to implement robust modeling and financial management controls.
• Process Improvement and Efficiency: The ideal candidate will have a track record of leading process improvement and efficiency through the accounting function.
• M&A Integration Experience: The ideal candidate will have a proven track record of leading accounting consolidation / integration for highly acquisitive businesses.
• Industry Experience: The ideal candidate will have career experience within maintenance service-based organizations.