Manager, Financial Planning and Analysis

Manager, Financial Planning & Analysis

Department: Finance

Reports To: Chief Financial Officer

Role Type: Senior individual contributor

Position Summary

The Manager, Financial Planning & Analysis is a senior individual contributor responsible for budgeting, forecasting, financial modeling and business performance analysis across SOLID Surface Care's multi-entity services platform. Reporting to the CFO, the role partners with executive and operational leaders to connect financial results to market performance, labor productivity, customer economics and growth decisions.

The position owns financial analysis and forecast assumptions while collaborating with IT on data infrastructure and reporting automation.

Essential Duties and Responsibilities

Budgeting, Forecasting and Financial Modeling

· Lead annual budget, periodic reforecast and rolling forecast processes across markets, entities and functions, establishing clear assumptions, calendars and accountability.

· Develop driver-based models for revenue, gross margin, operating expenses, EBITDA, cash and operational scenarios.

· Translate sales pipeline, contracted revenue, customer activity, labor capacity and other operating drivers into actionable forecasts and sensitivities.

Market and Operational Performance

· Analyze market-, branch-, customer- and service-line profitability, including revenue trends, gross margin, cost-to-serve and EBITDA drivers.

· Partner with Operations to evaluate labor productivity, utilization, overtime, staffing levels, scheduling/capacity and other factors affecting margins.

· Lead budget-versus-actual and forecast-versus-actual analysis, identifying root causes, risks and corrective actions with business leaders.

Executive Reporting and Business Partnership

· Prepare monthly operating reviews, leadership reporting, board/sponsor materials and decision-oriented financial commentary.

· Work directly with commercial, operational and functional leaders on investment cases, pricing economics, headcount plans and performance-improvement initiatives.

· Build and maintain a consistent KPI framework and reporting definitions with Finance and IT; own financial logic, assumptions and interpretation.

Acquisitions and Strategic Initiatives

· Support acquisition diligence, financial modeling, integration planning and post-acquisition performance and synergy tracking.

· Evaluate strategic projects, process changes and resource decisions through scenario and return analysis.

· Partner with IT and business analysts to specify, test and improve automated dashboards and reliable financial data feeds without assuming primary ownership of application administration.

Other

· Perform other related duties as assigned.

Performance Measures

· Timely, credible budgets and forecasts with improving forecast accuracy and clear variance explanations.

· Actionable market and operational analysis that supports margin improvement and informed resource decisions.

· Reliable executive/board reporting and consistent KPI definitions.

· Effective business partnership and measurable insight into acquisition and strategic initiative performance.

Qualifications

Required

· Bachelor’s degree in finance, accounting or a related field.

· Seven or more years of progressive FP&A, financial analysis or accounting experience.

· Advanced Excel-based financial modeling, scenario analysis and executive presentation skills.

· Strong knowledge of financial statements, budgeting, forecasting and ERP/reporting data.

Preferred

· Experience in private equity–backed, acquisition-driven, multi-site or field-services businesses.

· Experience with Certinia or similar ERP systems and BI/reporting platforms.

· Experience analyzing labor productivity, service-line profitability and operational drivers.

Knowledge, Skills and Abilities

· Ability to connect detailed operational metrics to revenue, margin, EBITDA and cash outcomes.

· Executive-level communication, sound business judgment and confidence challenging assumptions constructively.

· Strong analytical rigor, financial modeling and data-validation skills.

· Ability to influence without direct authority and manage competing priorities with discretion.

Working Conditions

Work is performed primarily in a standard office environment, with extended computer use and occasional work beyond standard hours during reporting, close, system implementation or acquisition cycles. Travel is expected to be less than 5%.

About SOLID

Founded in 1996 in Charlotte, North Carolina, SOLID Surface Care, Inc. is the nation's largest self-performing facility care company. SOLID provides science-based cleaning, disinfection, restoration and maintenance for hard and soft surfaces, with a commitment to environmentally conscious methods and a best-in-class client experience.

Equal Employment Opportunity

SOLID Surface Care, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by law.

Disclaimer

This job description outlines the general nature and level of work performed and is not an exhaustive list of duties, responsibilities or qualifications. Duties may change based on business needs. This description does not constitute an employment contract.