Veridian Service Partners
Director of Financial Planning and Analysis
Veridian Service Partners, Dallas, Texas, United States, 75215
The
Director, Strategic Finance & FP&A
is a senior individual contributor responsible for owning both corporate and market-level financial planning, forecasting, and performance management at Veridian. This role partners closely with executive leadership and operating teams to deliver accurate forecasts, disciplined budget-to-actuals analysis, clear job level unit economics, and executive-ready dashboards that enable better decisions across the business. This role is hands-on, analytical, and execution-oriented, with a strong emphasis on clarity, timeliness, and usability of financial insights. Essential Functions
Own company-wide and market-level forecasting processes, improving forecast accuracy and forward-looking visibility Lead monthly budget vs. actual and flux analysis, clearly identifying key drivers and implications Develop and maintain unit economics analysis by job and by market, including margin and operational KPI performance Build and maintain executive dashboards and operating scorecards to support leadership decision-making Support monthly financial and operating reviews with clear, concise financial insights and narratives Develop and maintain advanced financial models, including three-statement models, cash flow forecasts, covenant and liquidity models, and operational KPI models Partner with Accounting to ensure alignment between actual results, forecasts, and management reporting Establish and continuously improve FP&A processes, reporting cadence, and analytical rigor Prepare materials that flow to executive leadership and external stakeholders, including Board and investor reporting Qualifications
To effectively perform the duties for this position, individuals must be able to demonstrate competencies that are essential to the position, which include: Bachelor’s degree in Finance, Accounting, Economics, or a related field Ability to work from our Dallas office 5 days per week 5–9 years of progressive FP&A or strategic finance experience Experience in PE-backed and/or multi-location businesses preferred Prior home services experience preferred but not required Advanced Excel skills, including three-statement modeling, cash flow modeling, covenant and liquidity modeling, and operational KPI analysis High comfort working with imperfect, evolving, or incomplete data Strong business acumen with the ability to translate analysis into clear, actionable insights Clear communicator capable of producing executive- and Board-ready materials High ownership mentality with strong attention to detail and follow-through Operate as a trusted finance partner to executive leadership Uphold Veridian’s people-first culture and core values Deliver clarity, discipline, and consistency in financial reporting and analysis Take ownership of outcomes and continuously seek better, more scalable solutions Maintain integrity, transparency, and professionalism in all interactions
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Director, Strategic Finance & FP&A
is a senior individual contributor responsible for owning both corporate and market-level financial planning, forecasting, and performance management at Veridian. This role partners closely with executive leadership and operating teams to deliver accurate forecasts, disciplined budget-to-actuals analysis, clear job level unit economics, and executive-ready dashboards that enable better decisions across the business. This role is hands-on, analytical, and execution-oriented, with a strong emphasis on clarity, timeliness, and usability of financial insights. Essential Functions
Own company-wide and market-level forecasting processes, improving forecast accuracy and forward-looking visibility Lead monthly budget vs. actual and flux analysis, clearly identifying key drivers and implications Develop and maintain unit economics analysis by job and by market, including margin and operational KPI performance Build and maintain executive dashboards and operating scorecards to support leadership decision-making Support monthly financial and operating reviews with clear, concise financial insights and narratives Develop and maintain advanced financial models, including three-statement models, cash flow forecasts, covenant and liquidity models, and operational KPI models Partner with Accounting to ensure alignment between actual results, forecasts, and management reporting Establish and continuously improve FP&A processes, reporting cadence, and analytical rigor Prepare materials that flow to executive leadership and external stakeholders, including Board and investor reporting Qualifications
To effectively perform the duties for this position, individuals must be able to demonstrate competencies that are essential to the position, which include: Bachelor’s degree in Finance, Accounting, Economics, or a related field Ability to work from our Dallas office 5 days per week 5–9 years of progressive FP&A or strategic finance experience Experience in PE-backed and/or multi-location businesses preferred Prior home services experience preferred but not required Advanced Excel skills, including three-statement modeling, cash flow modeling, covenant and liquidity modeling, and operational KPI analysis High comfort working with imperfect, evolving, or incomplete data Strong business acumen with the ability to translate analysis into clear, actionable insights Clear communicator capable of producing executive- and Board-ready materials High ownership mentality with strong attention to detail and follow-through Operate as a trusted finance partner to executive leadership Uphold Veridian’s people-first culture and core values Deliver clarity, discipline, and consistency in financial reporting and analysis Take ownership of outcomes and continuously seek better, more scalable solutions Maintain integrity, transparency, and professionalism in all interactions
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