Position Overview

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry. We are seeking a highly skilled and detail-oriented Financial Planning Analyst to join our growing finance and accounting team. In this role, you will oversee financial planning for multiple branch entities. The ideal candidate has a strong understanding of private equity or experience with multi-entity structures, with advanced financial planning and analysis expertise.

Key Responsibilities

• Financial Planning and Analysis: Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
• Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
• Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.
• Forecasting: Drive the forecasting process by working closely with operational teams to gather data and assess potential impacts.
• Continuously refine and improve forecasting models to enhance accuracy and relevance.
• Performance Metrics: Develop and maintain KPIs to measure business performance against strategic objectives.
• Collaborate with business units to establish and track performance metrics, providing actionable insights to drive improvements.
• Cross-Functional Collaboration: Work with Operations, Sales, and Marketing to understand business drivers and support data-driven decision-making.
• Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.
• Financial Reporting: Prepare and distribute regular financial reports to senior leadership, highlighting trends, risks, and opportunities.
• Contribute to board presentations and monthly operating reviews to clearly communicate financial results and strategic recommendations.
• Ad-hoc Analysis: Conduct special financial analyses to support projects, investment decisions, and strategic initiatives.
• Respond to inquiries from senior management with insightful, data-driven recommendations.

Required Qualifications

• 2+ years' experience in an FP&A role
• Bachelor's degree in finance or a related field
• Advanced proficiency in Excel; experience with Power BI is a plus
• Excellent skills in financial modeling, financial reporting, and forecasting
• Financial curiosity, self-driven, and adaptability to prioritize and deliver key results
• Strong analytical skills with the ability to interpret complex financial data