Intermountain Home Services

Financial Planning and Analysis Manager

Salt Lake City Metropolitan Area, Salt Lake City Metropolitan Area

Full-time

About This Job

Position Summary:

We are hiring a Financial Planning & Analysis (FP&A) Manager to join our high-growth, private equity-backed home services platform spanning HVAC, plumbing, and electrical brands across multiple markets. This role is designed for a strategic finance professional who thrives in a fast-paced, performance-driven environment. You will lead advanced financial modeling, KPI reporting, and decision support, while helping drive profitability and operational discipline across our portfolio.

Why you should work with us:

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Excellent competitive wage

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Company paid Health Insurance for team members

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Life Insurance

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Retirement - 401(k) with generous match

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Vacation & Holiday Pay

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High visibility with executive leadership and board

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Opportunity to shape financial operations in a high-growth, PE-backed platform

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Exposure to M&A, strategic pricing, and enterprise system transformation

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Mission-driven team with a performance culture and long-term upside

Key Responsibilities:

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Forecasting & Budgeting:

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Lead development and execution of company-wide annual budgets and rolling forecasts; collaborate cross-functionally with leaders across Operations, Sales, Marketing, and Supply Chain.

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Advanced Financial Modeling:

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Build and maintain dynamic financial models to support scenario planning, pricing strategy, margin analysis, and M&A evaluation.

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KPI Management & Business Analytics:

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Design and maintain dashboards and scorecards with clear, actionable KPIs at both the enterprise and brand level. Ensure executive visibility into performance drivers.

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Executive Reporting:

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Prepare monthly and quarterly board-level financial packages with detailed analysis and performance commentary, using Sage Intacct, Vena, and Power BI.

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Close Process & Variance Analysis:

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Partner with Accounting to analyze actual results against plan and forecast. Provide insightful variance analysis with data-backed explanations and recommendations.

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Decision Support & Strategic Insights:

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Deliver clear, actionable insights to drive margin expansion, efficiency, and growth, particularly around dispatch fees, labor productivity, price book optimization, and rebate programs.

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System Optimization:

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Act as a power user and internal SME for ServiceTitan, Vena, Sage Intacct, and Power BI. Lead efforts to improve financial data integrity, automate reporting, and enhance analytical capabilities.

Required Qualifications:

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Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

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4–7 years of progressive FP&A or strategic finance experience

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Mastery of Excel and PowerPoint, with ability to build complex models and create executive-grade presentations

Preferred Qualifications:

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Demonstrated expertise with ServiceTitan, Sage Intacct, Vena, and Power BI

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Proven ability to drive insights from large data sets and present findings clearly to senior leadership

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High attention to detail with strong business judgment and intellectual curiosity

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Experience in private equity-backed, multi-location, or operationally complex businesses is highly preferred

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Self-starter with the ability to operate independently and influence without authority

Additional Information

Intermountain Home Services is a collection of the finest, highest integrity heating, cooling plumbing and electrical brands in the Intermountain West. Majority-owned by HVAC and plumbing operators who have served the Intermountain region for nearly six decades, partnered together to gain strength, support one another, and provide even better service to our team members and customers.

Intermountain Home Services does not discriminate in employment on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, parental status, military service, or other non-merit factor