Director - FP&A Business Partner

Overview

Shermco is seeking a highly analytical and hands-on FP&A professional to serve as a strategic finance business partner to operational leadership across the organization. This role will partner directly with General Managers, Regional Leaders, and senior business stakeholders to drive financial performance, improve forecasting accuracy, and provide actionable insights that support profitable growth.

This is an individual contributor position with no direct reports. 

The ideal candidate will serve as a trusted advisor to field leadership, helping operational teams understand the financial drivers behind their business, identify opportunities to improve margins, manage costs, and enhance overall P&L performance. This individual must be comfortable working directly with operational leaders, challenging assumptions, and translating financial data into clear business recommendations.

Experience supporting service-based, project-driven organizations such as electrical services, engineering, construction, industrial services, field services, EPC, or specialty contracting environments is highly preferred.

Location:  3 days a week onsite at Corporate Headquarters, Irving, Texas

Responsibilities

Key Responsibilities

• Partner directly with General Managers and operational leaders to support business performance and profitability.
• Support monthly, quarterly, and annual forecasting, budgeting, and financial planning processes.
• Analyze branch, region, and business unit P&L performance and provide actionable recommendations to leadership.
• Identify and explain key drivers of revenue, gross margin, labor productivity, project performance, and operating expenses.
• Help operational leaders understand financial results and improve decision-making through meaningful analysis and reporting.
• Conduct variance analysis against budget, forecast, and prior-period results.
• Identify margin leakage, cost overruns, project risks, and operational inefficiencies impacting profitability.
• Develop financial models, dashboards, KPIs, and management reporting tools to improve visibility and performance.
• Partner with Accounting and Operations teams to improve financial reporting accuracy and forecasting reliability.
• Support annual operating plans, long-range planning initiatives, and strategic business decisions.
• Present financial insights and recommendations to operational and executive leadership.
• Perform ad hoc financial analysis to support growth opportunities, operational improvements, and strategic initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 7+ years of progressive experience in FP&A, operational finance, business finance, or financial analysis.
• Demonstrated experience supporting business leaders and operational teams in a finance business partner capacity.
• Strong understanding of financial statements, budgeting, forecasting, financial modeling, and P&L management.
• Experience analyzing profitability, labor performance, operating expenses, and key business metrics.Advanced Excel and financial modeling skills.Strong analytical, problem-solving, and decision-support capabilities.
• Ability to communicate complex financial information to operational and non-financial stakeholders.
• Proven ability to influence business decisions without direct authority.
• Strong business acumen and a hands-on, collaborative approach.
• Preferred 
• Experience within electrical services, engineering services, industrial services, construction, EPC, field services, specialty contracting, or other project-based industries.
• Experience supporting multiple locations, business units, or operational leaders.Knowledge of revenue recognition, project accounting, labor utilization, backlog management, and project profitability analysis.
• Experience with ERP systems, financial planning tools, and business intelligence platforms.MBA, CPA, CMA, or other relevant professional certifications.

EQUAL OPPORTUNITY EMPLOYER | DRUG-FREE WORKPLACE

Shermco is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.  Shermco is a drug-free workplace.

NO AGENCIES PLEASE

Pay Range