About the Company

Thermal Concepts is an HVAC, Refrigeration and Ductwork expert, specializing in both commercial and industrial properties in South Florida. With the support of Trivest, its private equity partner, the Company has more than doubled in revenue since 2021 through both organic and M&A growth while maintaining profitability and will look to continue this trajectory.

About the Role

Thermal Concepts is seeking a motivated and experienced FP&A Lead to play a key role in leading and executing all aspects of financial planning, budgeting/forecasting, and business intelligence. You will work across the business to report on and monitor trends in performance to inform key business decisions, establish KPIs, build budgets, establish stronger forecasting practices ,and lead the building/updating of financial models. This role will be the first FP&A hire and as such requires the flexibility and desire to shift between execution and strategy.

The ideal candidate will have experience in an operating role at one or more high growth businesses where they developed a “hands-on,” pragmatic, and collaborative approach. You will have experience with construction and field services. This is an opportunity to join a fast growing profitable company in a high-impact role that works closely with the executive leadership team to drive the financial success of the organization. You will have the opportunity to build and evolve the FP&A function as the company continues on its growth trajectory.

This role is hybrid, with a minimum of 3 days in person at the headquarters in the Miami, FL area.

Key Responsibilities

Lead the financial planning, budgeting, and forecasting process, working closely with department heads and the CFO
Analyze and interpret financial results, providing insights into key performance indicators and highlighting trends, risk, and opportunities
Conduct variance analysis to assess actual financial performance against budget and forecast at both corporate and team levels
Develop key KPIs and budgeting tools to track performance of large scale intricate projects
Enhance/automate finance processes, models, and reporting, challenge existing assumptions and methodologies
Create what-if business models to analyze potential outcomes from strategic decisions
Establish business intelligence functionality in concert with the technology team, including assisting with the implementation of Power BI

Qualifications

Bachelor’s degree in Finance, Accounting, or a relevant business-related discipline
6+ years of combined FP&A, investment banking, or similar experience
Strong financial modeling and forecasting skills, with an ability to maintain multiple versions of forecasts and scenarios
System savvy and data-driven; proficient in Microsoft Excel and PowerPoint
Familiarity with data and Power BI, with SQL knowledge a significant plus
Excellent problem-solving skills and critical thinking with a natural curiosity to find the answer
Experience with construction and field services industries
Effective communication skills; ability to thoroughly synthesize data and simplify messages across teams
Demonstrated ability to roll up sleeves and work collaboratively both with a team and independently
Flexible, pragmatic and collaborative approach to solving problems and supporting the CFO in building the FP&A function

Benefits

Competitive salary and performance-based incentives, including cash bonuses
Generous health, dental, vision, and retirement plans
401(k) Matching
Paid time off
Parental leave

Avenir Talent Partners

New Jobs

Director of Financial Planning and Analysis