Senior Manager – Financial Planning & Analysis

🔥 0 minutes ago

🦀 Maryland, Pennsylvania, +1 more states – Remote

🦀 Maryland – Remote 🔔 Pennsylvania – Remote ⚔️ Virginia – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Havtech

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1983

🤝 B2B

🏗️ Construction

⚡ Energy

B2B • Construction • Energy

Havtech is a commercial HVAC equipment distributor and service provider that supports contractors, engineers, architects, and building owners across the building lifecycle. They supply chillers, air handlers, packaged systems, VRF/ductless, hydronics (boilers, pumps, heat pumps, cooling towers), air distribution products, building controls and automation, and critical-environment solutions. Havtech offers single-source procurement, design and engineering support, start-up and commissioning, ongoing maintenance and optimization, stocked parts and supplies, and training and continuing education—primarily serving commercial and institutional markets in the Mid-Atlantic.

📋 Description

• Lead the day-to-day FP&A function and financial data management process, reporting directly to the CFO • Support cross-functional financial planning and analysis for business decisions • Manage and evolve financial reporting, forecasting, and annual operating plan tools • Execute company-wide budgeting, forecasting, long-term planning, and business performance analysis • Conduct financial analysis, modeling, forecasting, and reporting • Review analysis results and develop recommendations for the CFO and business leaders on investments, sourcing, cost reduction, and strategic and operational decisions • Design, implement, and manage the annual budget and recurring forecasting process • Prepare weekly, monthly, and quarterly financial reporting with variance analysis • Create financial models and scenarios for business planning • Prepare, cleanse, extract, transform, validate, and model data • Identify opportunities to leverage data for business benefits • Ensure data integrity and consistency; perform validation and testing • Identify and execute process improvements • Lead ad hoc financial analysis and communicate recommendations • Develop scalable management reporting and dashboards using Power BI and other financial and data tools • Manage and develop the FP&A team, initially consisting of one direct report

🎯 Requirements

• Bachelor’s degree in Accounting or Finance • 7+ years of progressive FP&A, corporate finance, or related experience • Hands-on responsibility for budgeting, forecasting, and management reporting • Highly proficient in Excel • Ability to work independently and create structure from ambiguity • Ability to manage new projects with general guidance • Ability to develop innovative solutions supporting business needs • Prior people-management or significant team and project leadership experience • CPA with public accounting experience or CMA preferred • Equivalent industry and project management experience preferred • Experience with Microsoft Dynamic 365 Business Applications preferred • Experience with Corporate Performance Management Tools preferred • Hands-on experience with Power BI or a comparable business intelligence platform • Experience with Power Query, DAX, SQL, relational databases, or extracting data from ERP systems strongly preferred • Experience with ASC-606 Revenue Recognition • Experience in the Construction and Service industries