Director - FP&A Business Partner

Posted One Month Ago
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Irving, TX, USA
In-Office
180K-200K Annually
Expert/Leader
Appliances
The Role
Leads corporate FP&A, including budgeting, forecasting, long-range planning, scenario modeling, consolidated performance reporting, executive presentations, and financial analysis. Partners with business leaders and cross-functional teams to improve financial processes, support decision-making, and maintain financial discipline. Oversees team development and may support M&A modeling, due diligence, and integration planning.
Summary Generated by Built In
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 RangeUSD $180,000.00 - USD $200,000.00 /Yr.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 10-15+ years of progressive experience in FP&A, corporate finance, or strategic planning
  • Strong leadership experience managing teams and cross-functional stakeholders
  • Expertise in financial modeling, forecasting, and enterprise-wide performance management
  • Advanced Excel and financial systems experience, such as Adaptive Insights, Anaplan, Hyperion, Workday, or similar
  • Exceptional communication and executive-level presentation skills
  • MBA or relevant advanced degree
  • Experience in a multi-business-unit environment
  • Industry-specific KPI experience
  • M&A modeling and integration experience
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The Company
HQ: Irving, TX
885 Employees
Year Founded: 1974

What We Do

Shermco Industries is a provider of safe, reliable testing, repair, professional training, electrical outage planning, maintenance and analysis of rotating apparatus and electrical power distribution systems and related equipment for the light, medium, and heavy industrial base nationwide. Shermco specializes in industrial, utilities and wind generation technologies and the associated motors, generators, drives, switchgear and protective equipment. Founded in 1974 in Dallas, the company is comprised of two strategic business units; the Machine Services Division and the Engineering Services Division. Shermco's corporate location is in Irving, Texas, with service centers in Angleton, Austin, Cedar Rapids, Columbus, Des Moines, Houston, Minneapolis, Omaha, Port Arthur, San Antonio, Sweetwater, and Tulsa. Shermco Industries Canada is based in Regina, Saskatchewan, with service centers in Calgary, Edmonton, Saskatoon and Winnipeg. Shermco Industries has over 1200 full-time employees. The company is a member in good standing with the Electrical Apparatus Service Association (EASA), American Wind Energy Association (AWEA), Professional Electrical Apparatus Recyclers League (PEARL), and the InterNational Electrical Testing Association (NETA). Shermco is also a six time recipient of the ‘Best Places to Work'​ award, recognized by the Austin Business Journal as well as the Dallas Business Journal. For more information about Shermco Industries, visit www.shermco.com

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