[Remote] Financial Planning and Analysis Manager

Note: The job is a remote job and is open to candidates in USA. Utility Revenue Services is a company that supports multifamily residential real estate owners by maximizing their utility cost recovery and enhancing net operating income. They are seeking a Financial Planning and Analysis Manager to oversee the planning, analysis, and reporting function, working closely with the CFO to support financial modeling and operational analytics for the business.

Responsibilities

• Financial Modeling: Own and evolve the integrated financial model. Run scenarios, stress-test assumptions, and produce the analysis behind capital allocation decisions, transaction support, and the rolling forecast
• Reporting and Dashboards: Lead the production of monthly board materials, lender reporting packages, the covenant dashboard, and the KPI dashboard. Improve them over time
• Transaction and Integration Analytics: Support integration analytical work for any strategic transactions: day-one readiness, synergy tracking, combined-entity reporting build, and post-close variance and run-rate analysis
• Performance Analysis: Own service-line gross margin analysis, revenue forecast, headcount planning, and the ad-hoc analyses the CEO, CFO, and Board need to make decisions
• Process and Tools: Identify ways to automate, simplify, and modernize our recurring workflows using AI and modern tooling. We are an AI-forward finance shop and we expect the FP&A Manager to push that further

Skills

• Four to eight years of progressive FP&A experience, ideally including end-to-end ownership of a financial model
• Strong Excel and modeling skills
• Bachelor's degree in finance, accounting, economics, or related field
• Tech and AI Fluency: You pick up new technology fast. You already use Claude, ChatGPT, or similar tools to accelerate analytical work, automate tasks, and process unstructured data
• Understanding of prompt engineering basics and can evaluate when AI output needs human judgment
• Ownership Mindset: You take a workstream from blank page to final deliverable without daily check-ins
• Comfortable being the only FP&A person on the team today, with the understanding that the team will scale
• Comfortable in a small, fast-moving, PE-backed environment where the playbook is being written as you go
• Growth Orientation: You see the role as a launchpad to Director of FP&A or Controller as URS scales
• CPA, CFA, or MBA are pluses, not requirements
• Exposure to programming (any language) or comfort with system and database architecture is a strong plus

Benefits

• Work remotely or from our Hinsdale, IL office.
• Flexibility: Work remotely or from our Hinsdale, IL office. We hire for output, not seat time.

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