Director of FP&A - Operations
R. Brooks Mechanical
Rising Sun, MD
Finance / Banking / Insurance, Sales / Marketing
R. Brooks Mechanical is a full-service commercial air conditioning and heating company serving Maryland, Delaware, and Pennsylvania. Since 2001, we’ve delivered cutting-edge HVAC solutions with the personal, small company feel our customers value. We prioritize every client, from business owners to government facility managers, by offering same-day appointments, 24/7 emergency service, and technicians who arrive fully equipped to get the job done right.
Our team is licensed, bonded, insured, and highly trained across a wide range of HVAC systems. We’re committed to sustainability, offering eco-friendly service options and high-efficiency equipment to support our local communities. With free in-person estimates, flexible financing, and money-saving promotions, R. Brooks Mechanical remains the trusted choice for reliable, budget-friendly HVAC services.
Overview
The Director of FP&A - Operations is a senior financial leader responsible for driving financial planning, analysis, and performance management across operational functions. This role partners closely with the executive team to translate operational activity into financial outcomes, improve margin performance, strengthen cash flow, and support value creation initiatives in a private equity–backed environment.
The Director of FP&A - Operations owns operational financial analytics, forecasting, and KPI frameworks, providing clear, data-driven insights that inform strategic decisions, operational improvements, and investment priorities.
Responsibilities
Financial Planning & Forecasting
- Lead annual budgets, rolling forecasts, and long-range operational financial models.
- Partner with operations leadership to align financial plans with labor, capacity, pricing, and growth.
- Build scenario and sensitivity analyses to evaluate operational and market impact.
- Own operational financial KPIs including utilization, job margin performance, and maintenance plan profitability.
- Analyze revenue growth by line of business and identify margin drivers.
- Monitor job margin variance and deliver root-cause analysis.
- Evaluate SG&A efficiency and overhead trends.
- Drive margin improvement initiatives through pricing, labor optimization, and cost discipline.
- Strengthen cash flow, liquidity forecasting, and working capital management.
- Quantify EBITDA and cash flow impact of operational improvements.
- Prepare executive-level dashboards and reporting packages.
- Translate complex data into actionable insights for leadership and PE sponsors.
- Support board materials and investor communications.
- Enhance FP&A processes, reporting cadence, and analytical rigor.
- Leverage BI tools and advanced Excel modeling.
- Mentor FP&A talent and partner cross-functionally.
- Bachelor’s degree in finance, accounting, or related field – Required.
- MBA, CPA, or CFA – Preferred.
- 7+ years of FP&A or operational finance experience.
- Prior experience in private equity–backed or high-growth environments – Strongly preferred.
- Advanced financial modeling, forecasting, and BI tool experience.
- Sage Intacct experience – Preferred.
- Advanced Excel skills (XLOOKUP, Pivot Tables, financial modeling) – Required.
- Advanced financial modeling, forecasting, and variance analysis expertise.
- Strong understanding of operational cost drivers, margin dynamics, and working capital.
- Ability to synthesize large data sets into clear, actionable insights.
- Executive-level communication and presentation skills with strong business acumen.
- Ability to influence without authority and partner effectively across functions.
In exchange for your expertise, R. Brooks Mechanical offers an excellent employee benefit package including:
- Company Sponsored Medical
- Dental & Vision
- Paid Life/AD&D Insurance
- Voluntary Life Insurance
- Short & Long-Term Disability
- 401(K)
- PTO + Paid Holidays
R. Brooks Mechanical does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of R. Brooks Mechanical and will not be obligated to pay a placement fee.
R. Brooks Mechanical is an Equal Opportunity Employer committed to creating an inclusive workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.
About the company
Company website•Industrial Machinery Manufacturing
R. Brooks HVAC/R prides itself on providing essential, personal comfort to every customer we service while maintaining our uncompromising principles and work-ethic. Second to none, our customers know they come first.
Most importantly, when you’re working with R. Brooks HVAC/R, you’re working with family. We know how detrimental poorly installed heating and air conditioning can be—resulting in increased energy bills, decreased air quality and causing a great deal of maintenance headaches and noise. Improper installations even decrease the operational life-expectancy of your system. Often, homeowners are taken advantage of by big installation companies that charge a fortune for a basic system installed haphazardly, leaving your family vulnerable to a loss of heating or air when you need it most.
R. Brooks HVAC/R ensures you are provided with the best equipment and the most professional installations. Our precision and diligence ensures you’re cared for. We make sure your needs are met and that you are provided with the service and systems that best fit your home and provide ultimate comfort and security. You can rely on the equipment we expertly install to keep your home efficient, your air comfortable and your family healthy. With our service agreements and 24-hour emergency service, you can always count on R. Brooks HVAC/R to be there for you.
Our family-owned business will treat your home with the same care and respect with which we treat our own. When you work with us, you’re part of the R. Brooks HVAC/R family. With our dedication, expertise, and proactive mindset, you can rest assured R. Brooks is taking care of you, your home and your family.