Financial Planning & Analysis (FP&A) Manager

Palmetto Air & Water Balance is a leading HVAC testing and balancing service company founded in 1989. With over 300+ team members across 27 offices in seven states, we take pride in having the largest number of Test and Balance Engineers and Certified Technicians in the United States. We embrace our family-oriented culture through our work and live by our core values of integrity, respect, professionalism, teamwork, and excellence. We encourage you to learn more about us by visiting our website at www.palmettoairbalance.com . Why Palmetto?

Career Growth:

Own your professional development with a company that values growth, fosters learning, and empowers you to thrive.

Unique Ownership Program:

After one year of service, employees become eligible to own a portion of the company through our "Own It" program, providing a substantial financial incentive and fostering a sense of commitment.

Industry Leader:

Be part of the world's leading Testing and Balancing service company, founded in 1989

Collaborative Team:

Work with a dedicated team of professionals across multiple states.

Comprehensive Benefits:

Enjoy a range of benefits including 100% employee paid medical and dental coverage, vision coverage, life insurance, 401(k) matching, paid time off, and more.

Position:

Financial Planning & Analysis (FP&A)

Manager Reporting To:

CFO Job Type:

Full-time, On-site Location:

Greer, SC Job Summary The Financial Planning & Analysis (FP&A) Manager plays a critical role in supporting Palmetto Air & Water Balance's financial visibility, planning discipline, and operational decision-making. Reporting to the CFO, this position will be responsible for generating and distributing recurring financial and operational reports, leading and supporting analysis for budgeting and forecasting, and performing ad-hoc analysis to identify trends, risks, opportunities, and operational improvement actions. This role is an individual contributor position that requires strong analytical rigor, excellent communication skills, and expert-level Excel capability, with the potential to grow into management of a small FP&A team over time.

Required Skills & Abilities:

This role is ideal for someone who enjoys diving into data, connecting the dots, and helping leadership make informed decisions in a fast-growing organization. Expert level excel skills, including advanced formulas, pivot tables, lookups, logical functions, charts, graphs, and financial modeling Strong analytical and problem-solving skills with the ability to translate complex data into clear, actionable business insights Ability to thrive in a fast-paced, growth-oriented environment, including support of organic growth and M&A activity Proven ability to create executive-ready reports, dashboards, and presentations that clearly communicate financial and operational performance Working knowledge of business intelligence and data visualization tools, with Power BI experience strongly preferred Exceptional attention to detail and a strong commitment to accuracy, consistency, and data integrity Excellent verbal and written communication skills, with the ability to collaborate effectively across finance, operations, and executive leadership Strong organizational and project management skills with the ability to balance multiple priorities and deadlines High degree of intellectual curiosity, initiative, and ownership in identifying issues and driving solutions Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial information Commitment to working safely and upholding company core values Education and Experience We're looking for a financially savvy, analytically curious professional who brings both technical expertise and business insight to the table. Bachelor's degree in finance, Accounting, Business, Economics, or a related field required At least 5 years of progressive experience in financial planning and analysis, corporate finance, strategic finance, or a similar analytical role Experience supporting budgeting, forecasting, financial reporting, and ad hoc analysis in a multi-site or operationally complex environment preferred Advanced proficiency in Microsoft Excel is required Experience creating dashboards and reports using a business intelligence platform such as Power BI is strongly preferred Experience working with ERP, reporting, or financial planning systems, including NetSuite, is a plus

Physical Demands:

Primarily office-based in a professional environment Prolonged periods of sitting and working at a computer Frequent use of hands and fingers to operate a keyboard, mouse, and standard office equipment Ability to read from a computer screen, prepare written materials, and communicate effectively in person, by phone, and via video conference Occasional standing and walking within the office Ability to lift or carry light office materials weighing up to 15 pounds on an occasional basis Standard business hours with flexibility to support extended hours during budget cycles, month-end close, or other critical business periods No regular travel required, with infrequent travel possible as business needs arise