We are working with a large HVAC services company backed by a top-tier private equity firm, on a mission to modernize the essential services industry. They are built on a foundation of operational excellence, customer commitment, and smart growth.
With recent acquisitions and ambitious expansion plans, the company is scaling fast-and they need sharp financial minds to help them lead the way.
This is your chance to join a high-performing, entrepreneurial team where data drives decisions, and your work will have direct exposure to leadership, operations, and private equity partners.
What You'll Do:
- Dive into the financial engine of the company-analyzing performance, trends, and KPIs across multiple service lines and locations.
- Build and maintain detailed financial models to support forecasting, budgeting, and strategic planning.
- Provide actionable insights into margin analysis, customer profitability, and ROI on growth initiatives.
- Partner with operations leaders to improve visibility into costs, technician productivity, and service profitability.
- Create and deliver dashboards and reporting packages for executive leadership and private equity sponsors.
- Assist with M&A support, including due diligence, integration modeling, and post-acquisition performance tracking.
- Identify areas for process improvement and help modernize the finance tech stack and reporting cadence.
What You Bring:
- Bachelor's degree in Finance, Accounting, or related field (MBA or CFA a plus).
- 2-5 years of experience in financial analysis, preferably in private equity, FP&A, or a services-based business.
- Advanced Excel skills and familiarity with financial modeling techniques.
- Experience with ERP and BI tools (NetSuite, Power BI, Tableau, etc.).
What You'll Get:
- A front-row seat in a high-growth, private equity-backed company where your impact is immediate and measurable.
- Competitive compensation package, performance-based bonuses, and full benefits.
- Exposure to M&A activity and strategic finance, building a strong foundation for future growth in the industry.
- A collaborative, fast-moving culture with a leadership team that values your voice and vision.