Director of Financial Planning & Analysis
GrayMar Environmental Services, LLC and Affiliates continue to expand our national footprint while remaining firmly grounded in the values that define who we are. We live by Respect, Integrity, Safe Work practices, Excellence in Service, and Caring. We have a deep sense of Family - a commitment we proudly call RISE through Caring.
We specialize in environmental remediation, health and safety, hazardous materials management, waste disposal, and environmental emergency response. Through comprehensive and sustainable solutions, we help our clients and the communities we serve manage risk, maintain compliance, and protect the environment. Safety is our top priority, and we take pride in our highly skilled, dedicated team that works together to get the job done safely—every time.
Every employee is seen, heard, and valued, not as a number, but as a member of our family. Our culture supports continuous learning, professional development, and long-term career growth. We offer a robust benefits package that includes wellness programs, a 401(k) with company matching, spending account options, and comprehensive medical, dental, and vision coverage. We also provide company-paid life and disability coverage (long and short-term), ensuring our employees are supported both in and out of the field.
Inclusion is not just an initiative; it is fundamental to how we innovate and grow. We draw strength from diverse experiences and perspectives and foster an inclusive environment where every voice matters. As we continue to grow nationwide, we remain committed to delivering exceptional service to our customers while building a workplace where people feel safe, supported, and proud to belong.
Position Overview
This role is a hands-on finance leader responsible for the company's financial planning, forecasting, and management reporting, with ownership of the 13-month rolling forecast, the 13-week cash flow forecast, and the monthly reporting that drives accountability across 18+ branches. Reporting to the Vice President of FP&A and partnering closely with Corporate Accounting, operations leadership, and the private equity sponsor, this role turns the close into decision-useful analysis, owns the forecast cycle end to end, and builds the data and reporting infrastructure (NetSuite, Snowflake) that FP&A runs on. This is a high-visibility role for a results-oriented finance professional who thrives in a fast-paced, PE-backed environment and wants direct exposure to sponsor, board, and CFO-level work.
Key Responsibilities
- Provide leadership and direction to the Financial Planning and Analysis teams and model the Company values.
- Develop, coach, train, and promote employees. Provide ongoing feedback and motivation, including performance goals.
- Support the VP of FP&A on the monthly Financial Review presentation for the private equity sponsor, including variance analysis and commentary, and on board and investor materials.
- Serve as a review layer on monthly financial results following Corporate Accounting's close, ensuring forecast-to-actual tie-out and analytical integrity.
- Own the monthly financial package delivered to operations leadership, covering labor utilization, budget vs. actual, open A/R, equipment utilization, and project profitability.
- Deliver ad-hoc financial analysis and decision-support materials in response to leadership, board, and investor requests.
- Own monthly sales and COGS reporting at the branch and consolidated level, including percentage-of-completion (POC) entries at close, with margin accuracy at each P&L level (Gross Profit, Net Project Margin, and Operating Income), COGS detail by cost category (disposal, services, fuel, materials, rental equipment, billable T&E), and project-level margin tracking on large jobs.
- Support the build-out of segment reporting by revenue type (waste, environmental services, remediation) across the monthly package and forecast.
- Maintain and continuously improve the monthly reporting package, documenting the roll-forward so it runs reliably each close.
- Co-lead the annual operating budget process with the VP of FP&A, including branch and departmental builds, consolidation, and presentation materials for leadership, the sponsor, and the board.
- Own the full 13-month rolling forecast cycle, leading monthly calls with branch leadership and maintaining the multi-entity master forecast model (18+ branches, acquired entities, and consolidated views), including driver-based revenue/large-jobs layers, covenant vs. internal EBITDA reconciliation, and month-end tie-out of forecast to reported results.
- Design and maintain the written branch forecast process (end-of-month, mid-month, and beginning-of-month) by customer and project, with variance thresholds that determine which branches require a call.
- Track forecast accuracy by branch against actuals, large job probabilities, and use the results to improve forecast quality.
- Own the weekly Business Forecast Process (BFP) file, assembling the weekly flash for VP of FP&A review and presentation to the CEO and CFO.
- Own bonus and commission payout calculations, partnering with Corporate Accounting on related accruals, and support the VP of FP&A on annual plan design; drive automation of the calculation process.
- Own the annual burdened cost analysis to inform pricing, project profitability, and labor/equipment rate setting.
- Support the financial evaluation of strategic initiatives, delivering scenario analyses and decision materials to the VP of FP&A, CFO, and CEO:
- New location openings and closings
- Service-line expansion, and pricing actions
- Equipment capital spending
- Projects vs. bidding templates
- New business lines
- Support finance integration of acquired entities, including forecast integration, reporting alignment, and KPI standardization.
- Support diligence on future acquisitions and post-close performance tracking.
- Own the 13-week cash flow forecast, including weekly refresh, variance-to-prior analysis, and liquidity headroom reporting to the CFO.
- Support the capital expenditure approval process, including business-case standards, return hurdles, and delegation-of-authority thresholds.
- Support the annual capex budget and quarterly reforecast, tracking approved vs. committed vs. actual spend.
- Own lease-vs-buy and fleet/equipment financing analysis.
- Own the equipment utilization dashboard and related analysis, partnering with operations and the sponsor on fleet utilization and capital deployment decisions.
- Partner closely with Corporate Accounting, Operations, Sales, Human Resources, and Procurement to drive alignment between financial reporting and operational execution.
- Support the VP of FP&A in presenting financial results to operations leadership, including quarterly branch financial reviews with regional and branch managers covering P&L results, KPIs, and forecast.
- Build, mentor, and develop FP&A team members as the function grows, fostering a culture of accountability, analytical rigor, and continuous improvement.
- Serve as FP&A lead on data and reporting infrastructure, including NetSuite reporting and the Snowflake build-out (financial, labor, and equipment dashboards), partnering with the ERP/BI lead.
- Drive automation of recurring FP&A workpapers and processes using Claude and available data tools.
- Advise on accounting policies and procedures including the year-end external audit
- Perform other related duties as assigned.
Education and Experience Required
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- Minimum of 7 years of progressive experience across accounting and FP&A.
- Prior experience in a private equity-backed company is a plus, as is exposure to capital strategy, sponsor reporting, or value creation work.
- Strong understanding of GAAP financials and the interplay between accounting close and FP&A reporting.
- Proficiency with ERP systems (NetSuite highly valued), advanced Excel modeling.
Desired Qualifications
- Strong work ethic with a safety-first mindset.
- Ability to work independently or part of a team while managing multiple tasks and deadlines.
- CPA strongly preferred.
- Excellent analytical, problem-solving, and organizational skills with meticulous attention to detail.
- Strong communication and interpersonal skills, capable of effectively interacting with all levels of the organization, including executive leadership, operating leadership, and the sponsor.
- Proactive, hands-on, and results-oriented mindset with the ability to thrive in a fast-paced, dynamic environment
- Comfort with data tools (NetSuite reporting, Snowflake/SQL) and AI-assisted workflows a plus.
- Exposure to M&A diligence or integration is a plus.
Benefits
- Comprehensive health benefits coverage after 60 days of full-time employment.
- 401(k) with discretionary company match.
- Company paid STD, LTD, and life insurance.
- Company paid time off and holidays.
- Career path programs and ongoing company-paid training.
- Family culture with positive and safe work environments.
Disclaimer: This job description may not include all assigned duties, responsibilities, or aspects of the job described and may be amended at any time at the sole discretion of GrayMar Environmental Services, LLC and Affiliates.
GrayMar Environmental Services, LLC and Affiliates are an Equal Opportunity Employer. Employment opportunities are based on one’s qualifications and capabilities to perform the essential functions of a particular job. All employment opportunities are provided without regard to race, religion, sex, pregnancy, childbirth or related medical conditions, victims of a QAOV and those with a family member who is a victim of a QAOV, national origin, age, veteran status, disability, genetic information, or any other characteristics protected by law.