Director, Financial Planning and Analysis

Five Star Energy Services is seeking a Director, Financial Planning and Analysis to lead the Water Division FP&A function onsite in Waukesha, WI. In this role, you will report directly to the CFO and support the Divisional VP through day-to-day partnership, building scalable planning and reporting that helps the business grow.

You will own the Water Division’s budgeting, forecasting, financial modeling, reporting, and performance optimization as demand increases. The role also includes partnering across operations, accounting, technology, and project management, while helping to refine FP&A processes, tools, and systems.

Key Responsibilities

• Lead and manage Water Division FP&A activities, including budgeting, forecasting, long-term planning, and performance analysis.
• Analyze monthly margin performance across the Water Division by job and in total, then work with leadership to clarify key drivers.
• Provide guidance and analysis to program management to strengthen understanding of program profitability, cost management, and tracking.
• Manage and track timely pay application processing, invoicing, and payment through a team of Billing Coordinators.
• Build annual budgets and quarterly forecasts using backlog management and collaboration with the production scheduling team.
• Create complex financial models to support decision-making, evaluate business cases, and guide strategic initiatives.
• Review and provide guidance on new business development and bidding, including estimating and strategy.
• Use Power BI and other business intelligence tools to produce dynamic dashboards and visualizations that improve financial reporting and operational insights.
• Design and track KPIs, identifying trends, risks, and opportunities to inform executive decisions.
• Partner with operations, accounting, technology, and project management teams to maintain financial alignment with business objectives.
• Prepare and present financial reports, board decks, and executive summaries with clear insights and recommendations.
• Support M&A activities by conducting financial due diligence and helping with post-acquisition integration.
• Continuously improve FP&A processes, tools, and systems to increase accuracy, speed, and strategic value.
• Mentor junior analysts and help build an FP&A team positioned to scale across divisions.

Requirements

• 7+ years of progressive experience in FP&A, corporate finance, or strategic finance roles (construction, infrastructure, or capital-intensive industries preferred).
• Advanced Excel skills, including financial modeling, complex formulas, and scenario analysis.
• Strong knowledge of ERP systems (example: Acumatica) and financial reporting tools.
• Ability to translate complex financial data into actionable business insights.
• Excellent communication and presentation skills, including experience presenting to C-level executives and board members.
• Proven leadership experience with the ability to mentor and develop talent.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus.

Technologies

• Excel
• Power BI
• Acumatica

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Job Details

• Job type: Full-time
• Work location: In person
• Ability to commute: Waukesha, WI 53186 (preferred)