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Reports To: Director of Financial Planning & Analysis (FP&A)
About Master Trades Group
Master Trades Group (MTG) is a leading residential services platform specializing in plumbing and HVAC services, with operations across the Mid-Atlantic and Southeast regions under multiple trusted local brands. As a Private Equity-backed company, MTG is focused on growth, operational excellence, and creating value through strategic initiatives.
Why Join Our Team?
Competitive salary of $140,000+ with annual bonus potential
PTO, paid holidays, and comprehensive health, dental, and vision plans
401(k) with company match
High-impact role with visibility to executive leadership, PE sponsors, and lenders
Opportunities for professional growth and advancement in a dynamic, fast-paced environment
What You’ll Do
Executive & Internal Financial Reporting
Prepare, analyze, and deliver monthly and quarterly internal management reports.
Partner with Accounting, Operations, and Business Units to validate and align financial data.
Present executive-level financial reports and board materials highlighting trends and KPIs.
Collaborate with FP&A leadership on strategic presentations for the Board, PE sponsors, and executives.
Private Equity & Lender Reporting
Manage financial reporting requirements for PE sponsors and lending partners.
Deliver timely reporting packages including covenant calculations, compliance certificates, and dashboards.
Serve as the primary contact for PE and lender reporting inquiries.
Reporting Accuracy & Process Optimization
Establish and improve financial reporting processes, controls, and scalability.
Ensure consistency, accuracy, and reliability of all financial reporting.
Enhance reporting tools and dashboards using BI solutions (Power BI, Tableau).
Business Partnership & Collaboration
Align reporting with forecasting, budgeting, and long-range planning in partnership with FP&A.
Work with Accounting during month-end close to ensure accurate results and timely analysis.
Contribute to system implementations and promote a data-driven culture.
Ad Hoc Analysis & Strategic Initiatives
Support ad hoc financial analyses, special projects, and executive-level initiatives.
Provide modeling and scenario analysis for investments, capital allocation, and operational improvements.
What We’re Looking For
Education & Experience:
Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA preferred).
5+ years of experience in financial reporting, FP&A, or related roles.
Experience in a PE-backed company or lender reporting environment highly preferred.
Technical & Analytical Skills
Advanced proficiency in Excel and PowerPoint.
Hands-on experience with financial reporting systems (Oracle NetSuite preferred) and BI tools (Power BI, Tableau).
Strong understanding of US GAAP, accounting principles, and consolidations.
Key Competencies
Detail-Oriented: Ensures reporting accuracy and data integrity.
Strong Communicator: Can translate complex financial data for senior audiences.
Highly Organized: Manages multiple priorities in a deadline-driven environment.
Proactive & Solutions-Oriented: Constantly seeks improvements and efficiencies.
Team Player: Builds strong cross-functional partnerships.
Private Equity Mindset: Operates with urgency, agility, and precision.
Pre-Employment Requirements
All offers of employment are contingent upon successful completion of a criminal background check and drug screening, conducted in compliance with applicable laws and regulations.
Disclaimer
The above job description is not intended as, nor should it be construed as, exhaustive of all responsibilities, skills, efforts, or working conditions associated with this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this job.
EOE
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Information Technology
Industries
Consumer Services
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