Financial Planning Analyst

Our client is a private equity firm that stands for respect, diligence, and ingenuity and that works with owners who care about the quality of their company's work, the well-being of their team members, and their customers' success. They partner with a wide array of clients to deliver complex design/build and value-added engineering work for high-profile end customers. Currently, we are seeking a talented Financial Planning Analyst to join our client's team to provide financial insights and support critical business decisions.***This is a remote position. Candidate may reside in Houston, Atlanta, or Chesapeake, VA***Financial Planning AnalystThe Financial Planning Analyst will play a key role in shaping the financial future of our client's portfolio companies by providing in-depth financial analysis, budgeting, forecasting, and decision support. You will work closely with the CFO and portfolio company leadership teams to optimize performance and contribute to the strategic growth of the firm's investments.Key Responsibilities:Financial Forecasting & Budgeting: Lead the annual budgeting and quarterly forecasting processes for both the firm and the portfolio of AC companies. Develop detailed financial models that support business decisions, cash flow planning, and operational improvements.Business Performance Analysis: Provide regular analysis of key performance metrics, trends, and variances for individual portfolio companies. Present insights and actionable recommendations to leadership to drive performance improvements and growth.Portfolio Company Support: Partner with the leadership of portfolio companies to enhance financial visibility, monitor cash flow, and implement effective financial controls. Provide analysis on capital expenditures, working capital, and operational efficiencies.Scenario Analysis: Conduct scenario and sensitivity analysis to support investment decisions, growth strategies, and risk management.Financial Reporting: Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders. Support the preparation of materials for Board meetings and investor communications.M&A Support: Collaborate on M&A activities, including financial due diligence, valuation modeling, and post-acquisition integration planning.Market & Competitive Analysis: Analyze market trends and competitive dynamics in the AC industry to help inform strategic decisions.Process Improvement: Continuously improve FP&A processes, financial reporting systems, and analytics tools to enhance the accuracy and efficiency of financial insights.Qualifications:Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.5-7 years of experience in FP&A, preferably within private equity, M&A, or a related industry.Strong financial modeling, forecasting, and budgeting skills.Proven ability to interpret complex financial data and provide actionable insights.Experience working with operationally intensive businesses, preferably in HVAC or related sectors.Proficiency in financial analysis tools (Excel, Power BI, etc.); experience with ERP systems is a plus.Excellent communication skills, both written and verbal, with the ability to present to senior executives.Ability to manage multiple projects simultaneously and meet tight deadlines in a fast-paced environment.Travel to various sites is required.Compensation & Benefits:Competitive salary and performance-based bonusesComprehensive benefits package, including health, dental, and 401(k)Opportunities for professional growth within a high-growth, entrepreneurial environmentExposure to strategic decision-making and working closely with industry leaders