Company Description
Solidaire HVAC & Energy Solutions (“Solidaire”) is a leading national platform uniting premier commercial HVAC, plumbing, electrical, refrigeration, and controls businesses. Solidaire focuses on supporting its partners by investing in people, technology, and infrastructure to attract top talent and drive growth while providing the highest quality service to its customers. As a trusted provider, employer, and acquisition partner, Solidaire continues to make a significant impact across the commercial HVAC service industry. For more details, please visit www.solidaire.com.
Role Description
This is a full-time on-site role for a Senior Manager, Financial Planning & Analysis (FP&A) located in the Atlanta Metropolitan Area. The Senior Manager, FP&A will work closely with executive leadership to develop financial plans and strategies, oversee budgeting and forecasting processes, and provide detailed financial modeling to support decision-making. The role includes analyzing financial performance, identifying opportunities for optimization, and preparing reports to communicate insights to key stakeholders. This role is ideal for a strategic thinker who thrives in a fast‑paced, high‑growth environment and can balance hands‑on analytical work with executive‑level communication and influence.
Key Responsibilities
Financial Planning & Forecasting
- Lead the annual budgeting process, quarterly reforecasts, and long‑range planning.
- Build and maintain financial models that support scenario planning, sensitivity analysis, and strategic decision‑making.
- Partner with business leaders to translate operational drivers into financial outcomes.
Reporting & Analysis
- Develop monthly financial reporting packages, including variance analysis, KPIs, dashboards, and executive insights.
- Analyze trends in revenue, margin, labor, operating expenses, and capital investments.
- Provide actionable recommendations to improve financial performance and operational efficiency.
Business Partnership
- Serve as a strategic advisor to senior leadership, providing financial guidance on business initiatives, pricing, investments, and cost optimization.
- Support HR and Operations with workforce planning, compensation modeling, and productivity analysis.
- Collaborate with cross‑functional teams to evaluate business cases, ROI, and capital allocation decisions.
M&A & Integration Support
- Support financial due diligence, modeling, and integration planning for acquisitions.
- Standardize reporting, chart of accounts alignment, and financial processes across acquired entities.
- Partner with HR and Operations to ensure accurate headcount, payroll, and benefits integration into financial models.
Process Improvement & Systems
- Enhance FP&A processes, tools, and reporting frameworks to improve accuracy, speed, and scalability.
- Support implementation or optimization of financial systems (ERP, BI tools, planning software).
- Establish and maintain strong internal controls and data governance practices.
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 7–10+ years of progressive FP&A or corporate finance experience.
- Strong financial modeling, forecasting, and analytical skills.
- Experience supporting multi‑entity or multi‑location operations.
- Advanced proficiency in Excel and financial planning tools.
- Ability to communicate complex financial concepts to non‑financial leaders.
- Demonstrated ability to influence senior leadership and drive cross‑functional alignment.
Preferred
- MBA, CPA, or CFA.
- Experience in private equity‑backed, high‑growth, or acquisitive environments.
- Experience with ERP systems (NetSuite, Workday, SAP, etc.) and BI tools (Power BI, Tableau).
- Experience supporting HR, Operations, or workforce planning initiatives.
Competencies
- Strategic thinking with strong business acumen
- Executive presence and communication
- High attention to detail with ability to zoom out to big picture
- Ability to manage multiple priorities in a fast‑paced environment
- Strong problem‑solving and decision‑making skills
- Collaborative leadership style
Solidaire is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status under federal, state, or local law.
Interested candidates, please submit resumes to careers@solidaire.com
