Senior Director, Financial Planning & Analysis en Climate Pros

Job Summary

The Vice President of Financial Planning & Analysis will play a critical role in driving the financial strategy and decision-making process of our organization. This individual will lead a team responsible for budgeting, forecasting, financial analysis, and reporting. The Vice President, Financial Planning & Analysis will provide insights and recommendations that will directly influence the company's financial performance and help guide strategic initiatives.  In addition, this role will be supporting the financial team’s applications including ERP systems, EPM, power BI and other tools as identified.  This individual will play a key role in creating and implementing a data strategy that supports future tool upgrades and reporting improvements. This newly created role will report to the CFO and interface with accounting, IT, project teams, the executive leadership team and our equity partner. 

Duties and Responsibilities

Financial Planning & Forecasting

• Lead the annual budget, quarterly forecasts, and long-range financial planning.
• Build and refine financial models to provide clear visibility into business performance and future outlooks.
• Identify risks and opportunities to support agile decision-making.

Reporting & Analysis

• Deliver timely, accurate, and insightful monthly financial reports to executives and department leaders.
• Translate financial data into meaningful business insights and actionable recommendations.
• Develop dashboards and KPIs to track company performance against goals.

Strategic Partnership

• Work with the CFO and executive team to support strategic initiatives, including new business opportunities, capital investments, and potential M&A.
• Partner with department heads to provide financial guidance and improve operational performance.
• Serve as a trusted advisor to leadership, ensuring financial implications are clearly understood.

Leadership & Team Development

• Lead, mentor, and develop a small FP&A team, fostering a culture of accountability and continuous improvement.
• Implement tools, systems, and processes to increase efficiency and enhance reporting accuracy.
• Promote collaboration across Finance, Accounting, Operations, and Sales.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Skills, Education, and Competencies

• Bachelor’s degree in Finance, Accounting, or a related field is required; MBA or CPA/CFA preferred.
• 10+ years of progressive finance experience with an emphasis on FP&A, including leadership roles in a mid-size or growth-focused company.
• Strong background in financial modeling, forecasting, and performance management.
• Comfortable functioning in both strategic and tactical roles.
• Excellent communication and presentation skills, with the ability to clarify complex financial concepts to non-financial leaders.
• Experience with ERP systems, BI tools, and Excel modeling.
• Embrace and lead change effectively while maintaining that change within the company culture.
• Results oriented, high energy, inspirational and self-motivated leader.

Physical Requirements and Working Conditions

The physical demands and work environment characteristics are representative of those an employee encounters while performing the job's essential functions. Work is performed in a normal office environment.

• The employee is frequently required to sit, stand, walk, hear, see and talk.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment. 

EEO Statement

Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job Summary

The Vice President of Financial Planning & Analysis will play a critical role in driving the financial strategy and decision-making process of our organization. This individual will lead a team responsible for budgeting, forecasting, financial analysis, and reporting. The Vice President, Financial Planning & Analysis will provide insights and recommendations that will directly influence the company's financial performance and help guide strategic initiatives.  In addition, this role will be supporting the financial team’s applications including ERP systems, EPM, power BI and other tools as identified.  This individual will play a key role in creating and implementing a data strategy that supports future tool upgrades and reporting improvements. This newly created role will report to the CFO and interface with accounting, IT, project teams, the executive leadership team and our equity partner. 

Duties and Responsibilities

Financial Planning & Forecasting

• Lead the annual budget, quarterly forecasts, and long-range financial planning.
• Build and refine financial models to provide clear visibility into business performance and future outlooks.
• Identify risks and opportunities to support agile decision-making.

Reporting & Analysis

• Deliver timely, accurate, and insightful monthly financial reports to executives and department leaders.
• Translate financial data into meaningful business insights and actionable recommendations.
• Develop dashboards and KPIs to track company performance against goals.

Strategic Partnership

• Work with the CFO and executive team to support strategic initiatives, including new business opportunities, capital investments, and potential M&A.
• Partner with department heads to provide financial guidance and improve operational performance.
• Serve as a trusted advisor to leadership, ensuring financial implications are clearly understood.

Leadership & Team Development

• Lead, mentor, and develop a small FP&A team, fostering a culture of accountability and continuous improvement.
• Implement tools, systems, and processes to increase efficiency and enhance reporting accuracy.
• Promote collaboration across Finance, Accounting, Operations, and Sales.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Skills, Education, and Competencies

• Bachelor’s degree in Finance, Accounting, or a related field is required; MBA or CPA/CFA preferred.
• 10+ years of progressive finance experience with an emphasis on FP&A, including leadership roles in a mid-size or growth-focused company.
• Strong background in financial modeling, forecasting, and performance management.
• Comfortable functioning in both strategic and tactical roles.
• Excellent communication and presentation skills, with the ability to clarify complex financial concepts to non-financial leaders.
• Experience with ERP systems, BI tools, and Excel modeling.
• Embrace and lead change effectively while maintaining that change within the company culture.
• Results oriented, high energy, inspirational and self-motivated leader.

Physical Requirements and Working Conditions

The physical demands and work environment characteristics are representative of those an employee encounters while performing the job's essential functions. Work is performed in a normal office environment.

• The employee is frequently required to sit, stand, walk, hear, see and talk.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment. 

EEO Statement

Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job Summary

The Vice President of Financial Planning & Analysis will play a critical role in driving the financial strategy and decision-making process of our organization. This individual will lead a team responsible for budgeting, forecasting, financial analysis, and reporting. The Vice President, Financial Planning & Analysis will provide insights and recommendations that will directly influence the company's financial performance and help guide strategic initiatives.  In addition, this role will be supporting the financial team’s applications including ERP systems, EPM, power BI and other tools as identified.  This individual will play a key role in creating and implementing a data strategy that supports future tool upgrades and reporting improvements. This newly created role will report to the CFO and interface with accounting, IT, project teams, the executive leadership team and our equity partner. 

Duties and Responsibilities

Financial Planning & Forecasting

• Lead the annual budget, quarterly forecasts, and long-range financial planning.
• Build and refine financial models to provide clear visibility into business performance and future outlooks.
• Identify risks and opportunities to support agile decision-making.

Reporting & Analysis

• Deliver timely, accurate, and insightful monthly financial reports to executives and department leaders.
• Translate financial data into meaningful business insights and actionable recommendations.
• Develop dashboards and KPIs to track company performance against goals.

Strategic Partnership

• Work with the CFO and executive team to support strategic initiatives, including new business opportunities, capital investments, and potential M&A.
• Partner with department heads to provide financial guidance and improve operational performance.
• Serve as a trusted advisor to leadership, ensuring financial implications are clearly understood.

Leadership & Team Development

• Lead, mentor, and develop a small FP&A team, fostering a culture of accountability and continuous improvement.
• Implement tools, systems, and processes to increase efficiency and enhance reporting accuracy.
• Promote collaboration across Finance, Accounting, Operations, and Sales.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Skills, Education, and Competencies

• Bachelor’s degree in Finance, Accounting, or a related field is required; MBA or CPA/CFA preferred.
• 10+ years of progressive finance experience with an emphasis on FP&A, including leadership roles in a mid-size or growth-focused company.
• Strong background in financial modeling, forecasting, and performance management.
• Comfortable functioning in both strategic and tactical roles.
• Excellent communication and presentation skills, with the ability to clarify complex financial concepts to non-financial leaders.
• Experience with ERP systems, BI tools, and Excel modeling.
• Embrace and lead change effectively while maintaining that change within the company culture.
• Results oriented, high energy, inspirational and self-motivated leader.

Physical Requirements and Working Conditions

The physical demands and work environment characteristics are representative of those an employee encounters while performing the job's essential functions. Work is performed in a normal office environment.

• The employee is frequently required to sit, stand, walk, hear, see and talk.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment. 

EEO Statement

Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job Summary

The Vice President of Financial Planning & Analysis will play a critical role in driving the financial strategy and decision-making process of our organization. This individual will lead a team responsible for budgeting, forecasting, financial analysis, and reporting. The Vice President, Financial Planning & Analysis will provide insights and recommendations that will directly influence the company's financial performance and help guide strategic initiatives.  In addition, this role will be supporting the financial team’s applications including ERP systems, EPM, power BI and other tools as identified.  This individual will play a key role in creating and implementing a data strategy that supports future tool upgrades and reporting improvements. This newly created role will report to the CFO and interface with accounting, IT, project teams, the executive leadership team and our equity partner. 

Duties and Responsibilities

Financial Planning & Forecasting

• Lead the annual budget, quarterly forecasts, and long-range financial planning.
• Build and refine financial models to provide clear visibility into business performance and future outlooks.
• Identify risks and opportunities to support agile decision-making.

Reporting & Analysis

• Deliver timely, accurate, and insightful monthly financial reports to executives and department leaders.
• Translate financial data into meaningful business insights and actionable recommendations.
• Develop dashboards and KPIs to track company performance against goals.

Strategic Partnership

• Work with the CFO and executive team to support strategic initiatives, including new business opportunities, capital investments, and potential M&A.
• Partner with department heads to provide financial guidance and improve operational performance.
• Serve as a trusted advisor to leadership, ensuring financial implications are clearly understood.

Leadership & Team Development

• Lead, mentor, and develop a small FP&A team, fostering a culture of accountability and continuous improvement.
• Implement tools, systems, and processes to increase efficiency and enhance reporting accuracy.
• Promote collaboration across Finance, Accounting, Operations, and Sales.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Skills, Education, and Competencies

• Bachelor’s degree in Finance, Accounting, or a related field is required; MBA or CPA/CFA preferred.
• 10+ years of progressive finance experience with an emphasis on FP&A, including leadership roles in a mid-size or growth-focused company.
• Strong background in financial modeling, forecasting, and performance management.
• Comfortable functioning in both strategic and tactical roles.
• Excellent communication and presentation skills, with the ability to clarify complex financial concepts to non-financial leaders.
• Experience with ERP systems, BI tools, and Excel modeling.
• Embrace and lead change effectively while maintaining that change within the company culture.
• Results oriented, high energy, inspirational and self-motivated leader.

Physical Requirements and Working Conditions

The physical demands and work environment characteristics are representative of those an employee encounters while performing the job's essential functions. Work is performed in a normal office environment.

• The employee is frequently required to sit, stand, walk, hear, see and talk.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment. 

EEO Statement

Climate Pros is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.