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SalaryOverview:
Who We Are:
Apex Service Partners is a people-focused HVAC, plumbing and electrical services group whose goal is to partner with and build for the long-term leading local brands around the country that represent the best places to receive residential service work and the best place to work for any tradesperson.
The Opportunity
Responsibilities:
Personal Characteristics:
Apex Service Midwest is looking for a top-notch FP&A Analyst to join our finance and accounting team!
Who We Are:
Apex Service Partners is a people-focused HVAC, plumbing and electrical services group whose goal is to partner with and build for the long-term leading local brands around the country that represent the best places to receive residential service work and the best place to work for any tradesperson.
The Opportunity
Apex Service Midwest has grown quickly over the last couple years through organic growth and merger/acquisitions, and we are looking to grow our team to support additional partner companies in our network!
Our Apex Midwest partner services group supports each of our partner companies’ FP&A needs.
Reporting to the Head of FP&A, you will be responsible for daily/weekly/monthly FP&A reporting needs in the Midwest region. In your role, you will have the chance to learn the business, work directly with senior leadership, and take advantage of future opportunities within the company to ascend into management, operations, finance, or other desired career paths.
We are looking for someone in the early stages of their FP&A career who is energetic, eager to learn and advance. Over time, this role has the chance to evolve into a management training program with the opportunity to end up in a variety of departments and management roles within the company, should you desire that and perform well in FP&A.
Responsibilities:
- Own the monthly reporting package and distribution of financial results once month-end close is completed by the accounting team
- Assist the Head of FP&A with a variety of ad-hoc and special projects, including pay plan optimization, M&A integration and ROI analysis for planned investments.
- Work directly with our IT Insights team to leverage PowerBI for enhanced reporting capabilities.
- Distribute a weekly P&L forecast based on current trends within the month.
- Own the recurring FP&A reporting cycle with a variety of weekly and monthly insights on cash management, labor margins, and operational performance.
- Work closely with general managers and market area presidents in each of our Midwest businesses to support their finance-related questions and needs.
- Thought partner with the accounting team on initiatives to improve month-end close and accuracy of financial reporting.
- Integrate historical financial data for acquired companies into our financial reporting package.
Qualifications:
- Bachelor’s degree in Accounting, Finance or similar
- 1+ years of experience in accounting, auditing, finance, FP&A, or similar function
- Working understanding of GAAP
- Proficient in Microsoft Office Suite, particularly Microsoft Excel
- Working knowledge of accounting principles
- Takes initiative, eager to learn, problem solve, and develop in your career
- Experience with Intacct and PowerBI a plus
- Masters Degree / CPA / MBA a plus
Benefits:
- Competitive Pay
- Paid Vacation and Holidays
- Health Insurance and 401k w/ Company Match
- Flexible work arrangement with remote option
Our Core Values
- Embrace a Growth Mindset
- Stay Scrappy, Have Fun
- Improve through Collaboration
- Be Fact Based and Metrics Driven
- Bachelor’s degree in finance or a related field
- 2+ years of prior corporate finance, transaction advisory services, investment banking and/or private equity experience
- Exceptional financial modelling skills
- Understanding of U.S. GAAP accounting
- Strong ability to communicate financial information into common language
- Experience working with minimal oversight and directly with senior leadership, a plus
Personal Characteristics:
- Analytical – finds meaning and action in numbers, and is a data-driven decision-maker
- Exceptional formatting skills and attention to detail
- Excellent communicator – written and oral
- Stellar time management and organizational skills
- Strong work ethic with a demonstrated history of outworking peers
- Resourceful – figures out how to achieve results creatively with finite resources
- Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment
- Works collaboratively and energetically
- Impeccable integrity and ethical standards
- Self-aware, accepting, honest, open, and respectful of others
- An undying commitment to personal growth and development
- Build and maintain a direct link between finance, accounting, and operations to facilitate accurate and timely reporting and financial planning
- Maintain and update consolidated group financials and analyses, including forecasts and cash flow models
- Lead the preparation of monthly consolidated financial reporting materials
- Drive strategic financial thinking across the Company and act as a thought partner to the Apex leadership team on long-term strategic planning
- Develop detailed financial models to facilitate strategic planning and decision-making
- Conduct analyses and build presentations to support Board and management dialogue and capital allocation decisions
- Assist with the creation and execution of strategic growth initiatives and other special projects, including timing and rhythm to achieve success
- Become recognized as a trusted partner across Apex
