Director of Financial Planning and Analysis - Avenir Talent Partners : Job Details

About the Company

Thermal Concepts is an HVAC, Refrigeration and Ductwork expert, specializing in both commercial and industrial properties in South Florida. With the support of Trivest, its private equity partner, the Company has more than doubled in revenue since 2021 through both organic and M&A growth while maintaining profitability and will look to continue this trajectory.

About the Role

Thermal Concepts is seeking a motivated and experienced FP&A leader to play a key role in leading and executing all aspects of financial planning, budgeting/forecasting, and business intelligence. You will work across the business to report on and monitor trends in performance to inform key business decisions, establish KPIs, build budgets, establish stronger forecasting practices, and lead the building/updating of financial models. This role will be the first FP&A hire and as such requires the flexibility and desire to shift between execution and strategy.

The ideal candidate will have experience in an operating role at one or more high growth businesses where they developed a “hands-on,” pragmatic, and collaborative approach. You will either have experience with field services/fleet management or be able to pick this up quickly. This is an opportunity to join a fast growing profitable company in a high-impact role that works closely with the executive leadership team to drive the financial success of the organization. You will have the opportunity to build and evolve the FP&A function as the company continues on its growth trajectory.

This role is hybrid, with a minimum of 3 days in person at the headquarters in the Miami, FL area.

Key Responsibilities

• Lead the financial planning, budgeting, and forecasting process, working closely with department heads and the CFO
• Analyze and interpret financial results, providing insights into key performance indicators and highlighting trends, risk, and opportunities
• Conduct variance analysis to assess actual financial performance against budget and forecast at both corporate and team levels
• Develop key KPIs and budgeting tools to track performance of large scale intricate projects
• Enhance/automate finance processes, models, and reporting, challenge existing assumptions and methodologies
• Create what-if business models to analyze potential outcomes from strategic decisions
• Establish business intelligence functionality in concert with the technology team, including assisting with the implementation of Power BI

Qualifications

• Bachelor's degree in Finance, Accounting, or a relevant business-related discipline
• 6+ years of combined FP&A, investment banking, or similar experience
• Strong financial modeling and forecasting skills, with an ability to maintain multiple versions of forecasts and scenarios
• System savvy and data-driven; proficient in Microsoft Excel and PowerPoint
• Familiarity with data and Power BI, with SQL knowledge a significant plus
• Excellent problem-solving skills and critical thinking with a natural curiosity to find the answer
• Effective communication skills; ability to thoroughly synthesize data and simplify messages across teams
• Demonstrated ability to roll up sleeves and work collaboratively both with a team and independently
• Flexible, pragmatic and collaborative approach to solving problems and supporting the CFO in building the FP&A function

Seniority level: Director

Employment type: Full-time

Job function: Finance

Industries: Water, Waste, Steam, and Air Conditioning Services