Fp&a Specialist for a Us Hvac Company
hace 1 semana
**Job Title**: FP&A Analyst (Financial Planning & Analysis) for a US HVAC Company
**Location**: Remote (U.S. Business Hours Preferred)
**Engagement Type**: Full-time, long-term, Independent Contractor
**About the Role**:
**Key Responsibilities**:
- Report directly to the CFO and collaborate with leadership to support key financial initiatives.
- Prepare the company’s annual budget in Excel, ensuring accuracy and completeness.
- Upload and align the finalized budget with NetSuite, ensuring data integrity and accessibility.
- Lead monthly forecast updates, integrating actual results and refining projections.
- Maintain a rolling 12-month budget model to reflect dynamic business changes.
- Build, update, and enhance a 3-year financial model, including growth scenario toggles and assumptions to guide long-term strategic planning.
- Analyze key performance metrics and deliver actionable insights for operational and financial improvements.
- Collaborate cross-functionally with various departments to gather financial data, validate assumptions, and ensure alignment with business objectives.
- Ensure timely, high-quality reporting and analysis for internal stakeholders.
- Support ad hoc analysis, dashboards, and decision-making tools as needed.
**Qualifications**:
- 3-5+ years of experience in FP&A, corporate finance, or financial modeling.
- Exceptional Excel skills—including advanced formulas, scenario analysis, pivot tables, dynamic dashboards, and model building from scratch.
- Familiarity with NetSuite or similar ERP systems; experience integrating budgets into ERPs is a strong plus.
- Proven experience creating and maintaining complex financial models, including multi-year forecasts with assumptions and toggles.
- Strong understanding of budgeting, forecasting, variance analysis, and KPI reporting.
- Excellent attention to detail, analytical thinking, and problem-solving skills.
- Clear, concise communication skills—both written and verbal.
- Experience in or familiarity with the HVAC, construction, or field service industries is a plus, but not required.
- Self-starter with the ability to work independently and manage multiple priorities in a fast-paced environment.
**Preferred Tools**:
- Excel (Advanced)
- NetSuite (or other ERP systems)
- Google Sheets (for collaboration)
- PowerPoint (for presentation of financials)
- Power BI or similar tools (a plus)
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