Company Overview

Apex Service Partners (“Apex” or the “Company”) is a group of leading residential services businesses that conducts HVAC, plumbing and electrical work for residential homeowners. In this fragmented industry dominated by small and founder-owned businesses, the Company’s strategy is to execute significant organic growth initiatives and high-frequency M&A. This roll-up strategy necessitates an best in class financial analysis and analytics.

Apex Service Partners was founded in 2019 with a mission to build a partnership of like-minded world-class service providers to build an industry leading national platform. Apex focuses on leveraging the power of people to build a strong network of industry leaders who can share resources, best practices, and expertise to deliver unparalleled service to customers and opportunities for employees. We now have over 10,000 teammates and continue to expand rapidly. While our market share is still single digits, we are the largest organization in residential home services and have a stunning and recession resistant growth potential.

The Company and its executive team are being backed by Alpine Investors (“Alpine”), a private equity firm that specializes in majority or full buyouts of founder-owned businesses and corporate carve- outs. Alpine specializes in middle-market companies (i.e., those with valuations up to $500 million).

Job Description – Regional FP&A Leader

Mission of the Role:

Apex is seeking a strategic and hands-on FP&A leader to support our field operations in the Gulf Coast region comprised of key MSAs in Alabama, Arkansas, Oklahoma, Texas, Louisiana, and Mississippi. Gulf Coast is the largest and most profitable region in the company, with annual revenue of $650M+. 

This role is ideal for a finance leader who thrives in a fast-paced, has a strong operational mindset, and is passionate about driving performance through data, financial insights, and cross-functional collaboration. You will serve as a key business partner to field leadership, helping to optimize operational efficiency, manage costs, and support scalable growth. This position blends financial planning, operational analysis, and strategic support, and is critical to building a world-class finance and operations organization.

Responsibilities:

• Act as the primary FP&A liaison for field operations, supporting regional and functional leaders with budgeting, forecasting, and monthly performance reviews.
• Lead the development of department-level budgets and forecasts, ensuring alignment with operational goals. Prepare and deliver monthly financial reporting packages, including variance analysis and actionable insights.
• Build and maintain financial models to evaluate operational initiatives, labor efficiency, service line profitability, and capital investment decisions.
• Partner with accounting, operations, and executive leadership to ensure accurate financial reporting and to drive continuous improvement across the organization.
• Own monthly and quarterly business reviews, highlighting key variances and trends
• Track KPIs and operational metrics, translating data into meaningful narratives for leadership
• Drive automation and process improvement opportunities across finance and operations

Experience:

• Bachelor’s degree in finance/accounting or a related field
• 5 -10 years of experience in FP&A or operational finance, preferably in a field based or service-oriented business
• Strong understanding of US GAAP and financial reporting
• Advanced financial modeling and Excel skills
• Proven ability to communicate financial concepts to non-financial stakeholders
• Experience working directly in senior leadership and field teams
• Ability to influence cross-functional teams with data insights

Personal Characteristics:

• Operationally Minded – understands nuances of field operations and can translate financial data into operational action
• Analytical & Detail-Oriented – skilled at identifying trends, risks and opportunities in large data sets
• Collaborate Leader – builds trust with field and Corporate teams, and thrives in a team-oriented culture
• Resourceful & Agile – comfortable working in a lean, fast-moving environment with evolving priorities
• Ethical and Growth-oriented - demonstrates integrity and a commitment to continuous personal and professional development
• Intellectually Curious and Proactive – thrives on asking thoughtful questions and driven to explore root causes

Other:

Location: Dallas TX

Travel: Roughly 10-20% to local sites and conferences

Compensation: competitive

Other Benefits: medical, dental and vision coverage, competitive PTO, sick days, holidays and 401K match