Director, Financial Planning & Analysis

Posted 7 Days Ago
Be an Early Applicant
2 Locations
Expert/Leader
Other • Real Estate
The Role
As a Director of Financial Planning & Analysis, you'll lead budgeting, forecasting, and reporting. You'll collaborate with executives, develop financial models, and present insights while overseeing the finance team. Your role will also include monitoring industry trends and supporting operational leaders in their strategic plans.
Summary Generated by Built In

Are you looking for a place where you can bring your goals, passion and drive?

Welcome to Neighborly—the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and businesses. Our long-standing business, with over 40 years of experience, is focused on strategic innovation as we build the future of home and business services. Bring your ambition to the table as we unlock new doors together, taking your career to the next level.
 

Bring your experience and be empowered to innovate.

As a Director, Financial Planning & Analysis on the Finance team, a typical day for you will include:

  • Lead the financial planning and analysis function, overseeing budget, forecasting, reporting, and long term financial planning.  
  • Develop and implement financial models and analytics to support strategic initiatives and business decisions. 
  • Work directly with operational and functional leaders and support them in developing their strategic plans, annual budgets, and forecasts.  
  • Collaborate with executive leadership to define financial objectives, assess performance against targets, and drive improvements. 
  • Prepare and present financial reports and insights to stakeholders, including monthly reporting and ad hoc needs.  
  • Monitor industry trends and economic factors to inform strategic planning and risk management.  

Bring your skills and be inspired to achieve success.

(Required qualifications)

  • Experience:
    • 10+ years of FP&A experience, with at least five years in leadership roles.  
    • Private equity and M&A experience preferred. 
    • Experience with multi-entity, multi-country business operations required. 
    • Experience with implementing a reporting system, Adaptive being a plus.  
  • Skills:
    • Strong analytical skills with the ability to translate complex data into actionable insights. 
    • Highly skilled at developing complex financial modeling and forecasting, as well as advanced proficiency in Excel and financial software. 
    • Proven ability to effectively lead a team with a focus on coaching and team development.  
  • Education: Bachelor’s degree in Finance, Accounting or related field; MBA or advanced degree preferred. 
  • Schedule / in-office requirements: Onsite at our Irving, Texas headquarters or our Waco, Texas headquarters.

Bring your goals and be enabled to reach them.

  • Competitive Pay: Base + Annual Bonus Potential + Associate Equity
  • Benefits: www.myneighborlybenefits.com  

Neighborly® is fully committed to Equal Employment Opportunity and to attracting, retaining, developing and promoting the most qualified employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by federal or state law. We are dedicated to providing a work environment free from discrimination and harassment, and where employees are treated with respect and dignity and encouraged to be their authentic self.

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Brand:

Top Skills

Excel
The Company
HQ: Waco, TX
501 Employees
On-site Workplace
Year Founded: 1981

What We Do

Neighborly is a holding company of 21 service brands focused on repairing, maintaining and enhancing consumers’ homes and businesses and is the world’s largest home services franchisor serving 8.9 million+ customers. The company operates online platforms that connect consumers to service providers in their local communities that meet their rigorous standards as a franchisor across 14 service categories in the United States and in Canada. The company was founded in 1981 as Dwyer Group and is based in Waco, Texas. Neighborly now has nearly 3,600 franchisees and 10 corporate support centers throughout North America, U.K. and Germany.

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