FP&A Specialist for a US HVAC Company (Fully Remote)

Job Title : FP&A Analyst (Financial Planning & Analysis) for a US HVAC Company

Location : Remote (U.S. Business Hours Preferred)

Engagement Type : Full-time, long-term, Independent Contractor

About the Role :

We are seeking a highly skilled FP&A Analyst to join our growing team and support our financial planning, budgeting, and forecasting efforts. This role will report directly to the CFO and will play a critical part in managing and enhancing our financial models, analyzing performance, and supporting strategic decisions across the business. The ideal candidate will be an Excel wizard, someone who can build robust financial models from scratch while also optimizing and managing existing ones.

Key Responsibilities :

• Report directly to the CFO and collaborate with leadership to support key financial initiatives.
• Prepare the company’s annual budget in Excel, ensuring accuracy and completeness.
• Upload and align the finalized budget with NetSuite , ensuring data integrity and accessibility.
• Lead monthly forecast updates , integrating actual results and refining projections.
• Maintain a rolling 12-month budget model to reflect dynamic business changes.
• Build, update, and enhance a 3-year financial model , including growth scenario toggles and assumptions to guide long-term strategic planning.
• Analyze key performance metrics and deliver actionable insights for operational and financial improvements.
• Collaborate cross-functionally with various departments to gather financial data, validate assumptions, and ensure alignment with business objectives.
• Ensure timely, high-quality reporting and analysis for internal stakeholders.
• Support ad hoc analysis, dashboards, and decision-making tools as needed.

Qualifications :

Preferred Tools :