FP&A (Financial Planning & Analysis) Professional

C

CORE Group Restoration

FP&A (Financial Planning & Analysis) Professional

austin, TX
Full Time
Paid
  • Responsibilities

    Job Title: FP&A (Financial Planning & Analysis) Professional
    Location: Austin, TX

    About Core Holdings:

    At Core Holdings, we are committed to delivering remarkable experiences in everything we do. As a team of passionate, innovative, and fearless individuals, we seek continuous improvement while recognizing the power of being part of a collective that positively impacts the world. If you're looking to join a company that values its people and embraces imaginative thinking, we'd love to hear from you!

    CORE Values:

    CORE was created to elevate the Property Damage Restoration Industry. Our values are the backbone of our business. We only make decisions based on if they align with our core values, and we only hire employees who align with them as well.

    • We believe in delivering REMARKABLE EXPERIENCES through every interaction.
    • We seek CONTINUOUS IMPROVEMENT in who we are and all that we do.
    • We are PASSIONATE ABOUT PEOPLE and know that we are in the business of improving lives.
    • We are FEARLESS in our commitment to excellence.
    • We embrace INNOVATION and encourage imaginative thinking.
    • We recognize that we are PART OF A COLLECTIVE, and that our actions have a meaningful impact on the world

    Qualifications:

    • Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
    • 5+ years of experience in Financial Planning & Analysis, with proven expertise in budgeting, forecasting, and financial reporting.
    • Strong analytical skills and the ability to interpret complex financial data.
    • Experience working on M&A deals, acquisitions, or related financial transactions is a plus.
    • Excellent communication skills, with the ability to present financial insights to non-financial stakeholders.
    • A proactive mindset, with a strong sense of ownership and accountability.
    • Ability to work in cycles and manage high volumes of work during peak periods.

    Position Overview:

    The FP&A Director at Core Holdings will play a critical role in driving the financial success of the company. You will manage budgeting, forecasting, and reporting processes, provide strategic insights based on financial data, and guide multi-disciplinary teams on key strategic initiatives. You will collaborate closely with our Risk Manager to mitigate risk across the organization, and participate in special projects such as M&A projects and valuations of companies.

    Key Responsibilities:

    1. Budgeting – Lead the annual budgeting process, working across departments to ensure alignment with the company's goals.
    2. Forecasting – Own the monthly and quarterly forecasting processes, adjusting forecasts based on changing business conditions.
    3. Reporting – Deliver timely and accurate financial reporting to management and key stakeholders, ensuring compliance with all timelines.
    4. Strategic Analysis & Interpretation – Analyze financial data to provide actionable insights that inform leadership decisions and support the company's strategic goals.
    5. Recommendations & Cascading Actions – Provide recommendations based on financial analysis and ensure that critical actions are effectively communicated and implemented across teams.
    6. Special Projects – Participate in high-impact projects, including new acquisition and valuation analyses, and play an active role in M&A deal streams.
    7. Risk Management Collaboration – Work closely with the Risk Manager to identify areas of cost overruns, inefficiencies, and opportunities for risk optimization across the company.
    8. Team Support – May manage or work with a financial analyst to support the FP&A function during peak cycles or special projects.

    Core Values Alignment:

    • Remarkable Experiences: Commitment to delivering outstanding service in every interaction.
    • Continuous Improvement: A mindset for growth and learning, always seeking ways to improve personally and professionally.
    • Passionate About People: A genuine care for people and the impact of your work on others.
    • Fearless: Willingness to challenge the status quo and pursue excellence in everything you do.
    • Innovation: Embrace creativity and new approaches to solve problems.
    • Part of a Collective: Understanding that success is a team effort, and your work contributes to a larger mission.

    Why Join Core Holdings?

    At Core Holdings, you'll be part of a dynamic, innovative team that values your contributions and encourages personal and professional growth. We believe in fostering an environment where people are empowered to make a meaningful impact, both within the company and in the world at large.

    Exceptional by design, exclusive by choice.