Position Details

Salary $140K – $165K USD / year

Type Full-Time

Experience mid

Exp. Years 7+ years

Education Bachelor’s degree in Finance, Accounting, Economics, or related field required

Category Finance & Accounting

About this role

Finance Manager, Installation & Maintenance at Legence; leads FP&A for the Installation & Maintenance segment, driving budgets, forecasts, and M&A integration across business units.

Key Responsibilities

Strategic Financial Leadership
Performance Management & Analysis
Forecasting & Predictive Analytics
M&A Integration & System Optimization
Leadership & Stakeholder Communication

Technical Overview

Requires strong finance systems experience (OneStream, Power BI) and advanced Excel modeling; responsible for KPI development, segment forecasting, and reporting frameworks.

Ideal Candidate

The ideal candidate is a senior FP&A professional with 7+ years of experience leading budgets, forecasts, and M&A integration for a segment, with strong ERP/BI tool experience and excellent communication skills.

Must-Have Skills

Bachelor’s degree in FinanceAccountingEconomicsor related field7+ years FP&A or Corporate FinanceStrong command of financial systems (OneStreamPower BIor equivalent)Advanced Excel modelingExperience leading teams through M&A integrationBudgeting cycles and system implementationsExceptional communication and presentation skills

Tools & Platforms

OneStreamPower BI

Required Skills

7+ years FP&A experienceOneStreamPower BIExcel modelingBudgetingForecastingM&A integrationERP/BI toolsDashboards

Hard Skills

OneStreamPower BIExcel modelingForecastingBudgetingM&A integrationERP and BI system deploymentsDynamic dashboardsManagement reports

Soft Skills

Strategic partneringAnalytical excellenceCommunicationPresentationLeadershipAdaptability

Industry & Role

Industry Engineering (Non-Software)

Job Function Lead FP&A cycle for the Installation & Maintenance segment, including budgeting, forecasting, and M&A integration.

Role Subtype FP&A Manager

Tech Domains Power BI, OneStream, ERP / BI tools, Microsoft Excel

Keywords for Your Resume

FP&AOneStreamPower BIExcel modelingBudgetingForecastingM&A integrationDashboardsERPBI toolsSeg ment forecastBacklogUtilizationEBITDACash flowERP deploymentsIT systemsExcel

Deal Breakers

7+ years FP&A experience, Bachelor’s degree in finance related field

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