FP&A Analyst

About the role

Fuel the Future as a FP&A Analyst at Nextech! Join the best in the industry and help steer a fast-growing, private equity-backed HVAC/R service organization. You'll turn data into insights that directly impact growth, investment, and customer service.

Responsibilities

• Turn data into insights that directly impact how we grow, invest, and serve customers nationwide
• Develop and update weekly and monthly sales and profitability reports for executive leadership and private equity partners
• Manage, enhance, and continuously improve the 13-week cash flow forecasting process
• Build comprehensive, bottom-up budgets and forecasts that support both short-term performance and long-term strategic planning
• Provide timely data and analysis to support business initiatives and continuous improvement projects across the organization
• Act as a business partner to Operations leadership, helping them understand key drivers and optimize operational performance
• Analyze budget variances and present practical recommendations to management to improve results
• Support the development and refinement of financial models for forecasting revenue, expenses, and cash flow
• Manage and document financial analysis projects, ensuring deliverables are completed on time, within scope, and with high accuracy
• Support company-wide strategic initiatives, including M&A activities, capital expenditures, and business transformation projects
• Aid in assessing cost control measures and recommend improvements to reduce expenses without compromising service quality
• Assist in financial audits and ensure compliance with company policies and relevant regulations
• Collaborate with finance and cross-functional teams on other related projects and duties as assigned

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 3-5 years of relevant experience in finance, accounting, FP&A, financial analysis, budgeting, forecasting, or similar roles
• Strong understanding of financial statements and how they interact with each other
• Expert-level Excel skills, with the ability to build scalable reports, models, and forecasts for a high-growth organization
• Knowledge of budgeting and forecasting methodologies across sales, costs, and balance sheet metrics
• Proven ability to model and synthesize complex financial analyses, operational data, and KPIs into clear, actionable presentations and decision frameworks
• Demonstrated history of taking proactive measures to enhance business performance and support leadership teams
• Strong communication skills with the ability to build relationships and influence stakeholders across the business
• An analytical mindset with high accuracy, attention to detail, and problem-solving skills
• Solid working knowledge of ERP systems and reporting/analysis tools (e.g., Power BI, OneStream)

Qualifications

• Master’s degree in Accounting, Finance, or related field
• CPA, CFA, or MBA
• Experience in a private equity-backed company
• Experience supporting M&A activities
• Experience in the HVAC industry or other service-based business

Skills

• Sharp, motivated FP&A professional
• Loves digging into the numbers
• Tells the story behind the numbers
• Partners with leaders to drive results

Benefits

• Paid training, certification support, and education reimbursement
• Outstanding Benefits
• Multiple health plans, including a FREE employee-only option
• Dental and vision coverage starting within 30 days
• FREE life insurance equal to your annual salary
• 401(k) with 50% company match on the first 6%
• Optional supplemental coverage for life, disability, accidents, and critical illness
• Generous Time Off
• Exclusive discounts on travel, auto, dining, and more

Pay

USD $80,000.00/Yr. USD $100,000.00/Yr.

Schedule

Primarily office/computer-based, but comfortable with occasional office visits and use of standard office equipment.