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Senior FP&A Analyst

Apex Service Partners

Apex Service Partners

Dallas, TX, USA
Posted on Tuesday, June 11, 2024

Senior FP&A Analyst

Location US-TX-Dallas
ID 2024-7675
Position Type
Min Pay Range
USD $100,000.00/Yr.


Company Overview

Apex Service Partners is the largest residential services company in the United States, providing HVAC, plumbing and electrical services. The company partners with world-class service providers in each of its markets and has assembled the industry-leading national platform, serving customers in 43 states. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices and expertise in order to deliver unparalleled service to customers and opportunities for employees.

Apex is backed by Alpine Investors, a people-driven private equity firm committed to building enduring companies by working with, learning from, and developing exceptional people. Alpine specializes in investments in the software and services industries. Alpine’s PeopleFirst strategy includes a talent program that allows Alpine to bring leadership to situations where additional or new management is needed post-transaction. Alpine has $16 billion in assets under management and has three offices in San Francisco, New York, and Salt Lake City.

Job Description – Senior FP&A Analyst

Mission of the Role:

Apex is looking for a Senior FP&A Analyst who is passionate about helping build a world class finance, analytics, and operations organization. This individual would be responsible for (i) executing workstreams in financial operations, including ad hoc analyses, (ii) reporting, forecasting, and budgeting, and (iii) being a thought partner on long-term strategic planning and growth initiatives.

This role is highly analytical, strategic, and data-oriented and is suited for someone who excels in a fast-paced environment. The ideal candidate will be able to combine financial, strategic and analytical capabilities, with a high level of emotional intelligence, to help grow the Company. He / she must have superior organization and communication skills, while maintaining strong attention to detail in a fast-paced environment. He / she must be excited about getting in on the ground floor of building an industry leading business. He / she must show great initiative and the ability to work with limited supervision.


  • Build and maintain a direct link between finance, accounting, and operations to facilitate accurate and timely reporting and financial planning
  • Maintain and update consolidated group financials and analyses, including forecasts and cash flow models
  • Lead the preparation of monthly consolidated financial reporting materials
  • Drive strategic financial thinking across the Company and act as a thought partner to the Apex leadership team on long-term strategic planning
  • Develop detailed financial models to facilitate strategic planning and decision-making
  • Conduct analyses and build presentations to support Board and management dialogue and capital allocation decisions
  • Assist with the creation and execution of strategic growth initiatives and other special projects, including timing and rhythm to achieve success
  • Become recognized as a trusted partner across Apex


  • Bachelor’s degree in finance/accounting/Economics or a related field
  • 2+ years of prior corporate finance, transaction advisory services, investment banking and/or private equity experience
  • Exceptional financial modelling skills
  • Understanding of S. GAAP accounting
  • Strong ability to communicate financial information into common language
  • Experience working with minimal oversight and directly with senior leadership, a plus

Personal Characteristics:

  • Analytical – finds meaning and action in numbers, and is a data-driven decision-maker
  • Exceptional formatting skills and attention to detail
  • Excellent communicator – written and oral
  • Stellar time management and organizational skills
  • Strong work ethic with a demonstrated history of outworking peers
  • Resourceful – figures out how to achieve results creatively with finite resources
  • Thrives in a nimble, lean, unstructured, fast-paced entrepreneurial environment
  • Works collaboratively and energetically
  • Impeccable integrity and ethical standards
  • Self-aware, accepting, honest, open, and respectful of others
  • An undying commitment to personal growth and development


  • Location: Dallas, TX Compensation: Competitive
  • Other Benefits: medical, dental and vision coverage; unlimited PTO; 401(k) matching


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