A bachelor's degree in Finance, Accounting, or a related field is preferred but not required.
Responsibilities
Lead budgeting, forecasting, and financial planning processes across multiple business units.
Develop and maintain financial models to support strategic initiatives and investment decisions.
Analyze financial and operational performance, identifying trends and opportunities for improvement.
Partner with regional leadership to provide actionable insights and drive business outcomes.
Support mergers and acquisitions activity, including financial due diligence and integration planning.
Prepare monthly and quarterly reporting packages for senior leadership and private equity stakeholders.
Collaborate with accounting, operations, and other cross-functional teams to ensure data accuracy and alignment.
Desired Qualifications
Background in FP&A, corporate finance, audit, investment banking, or consulting.
Experience in private equity-backed environments.
Experience in multi-location service businesses.
Overview
Job Title: FP&A ManagerLocation: Cheektowaga, NY (On-site)Company: Apex Service Partners – Atlantic North Region
Compensation:
Base Salary: $120,000 – $140,000
Bonus Potential: $20,000 – $40,000
About Apex Service Partners
Apex Service Partners is a people-focused HVAC, plumbing, and electrical services group that partners with world-class service providers across the country. We are building a national platform to deliver exceptional service to our customers while creating unmatched growth opportunities for our team members.
Position Overview
We are seeking a highly analytical and strategic FP&A Manager to join our Atlantic North Region team. This role will be based out of our Cheektowaga, NY office and will play a critical role in driving financial performance, supporting strategic initiatives, and partnering with operational leaders to deliver insights that guide decision-making.
Key Responsibilities
Lead budgeting, forecasting, and financial planning processes across multiple business units
Develop and maintain financial models to support strategic initiatives and investment decisions
Analyze financial and operational performance, identifying trends and opportunities for improvement
Partner with regional leadership to provide actionable insights and drive business outcomes
Support M&A activity, including financial due diligence and integration planning
Prepare monthly and quarterly reporting packages for senior leadership and private equity stakeholders
Collaborate with accounting, operations, and other cross-functional teams to ensure data accuracy and alignment
Qualifications
Preferred Backgrounds:
FP&A
Corporate Finance
Audit
Investment Banking
Consulting
Bonus Experience:
Private Equity-backed environments
Multi-location service businesses
Education:
Bachelor’s degree in Finance, Accounting, or a related field (preferred but not required)
Benefits
At Apex, we believe in taking care of our people. Our comprehensive benefits package includes:
Medical, Dental, and Vision Insurance
401(k) with Company Match
Paid Time Off and Holidays
Life and Disability Insurance
Career Development and Training Opportunities
Employee Assistance Program (EAP)
Collaborative, growth-oriented culture with exposure to senior leadership
Compliance Notice:Apex Service Partners may conduct a preemployment background check and drug test, subject to applicable law.
Ready to make an impact?Join Apex Service Partners and help shape the future of essential services in the Atlantic North Region.