About The Heritage Group

The Heritage Group is a fourth-generation, family-owned business focused on construction and materials, environmental services and specialty chemicals. Over the last 90+ years, the Heritage portfolio has grown to include more than 50 companies that employ more than 6,000 people. What unites this diverse group of businesses and individuals is our commitment to create a safer, more enriching, and sustainable world by harnessing the power of family.

Our Corporate FP&A team sits at the enterprise level, building the reporting, forecasting, and analytical infrastructure that supports board-level decision-making and our trustee-mandated growth goals.We are hiring a Finance Manager to take ownership of core enterprise forecasting and reporting deliverables while serving as an analytical thought partner across the portfolio. This is a high-visibility role that combines hands-on model building with cross-functional coordination and will grow in scope as we integrate a new Oracle EPM (Enterprise Performance Management) platform and mature our processes through 2026 and beyond.

Essential Functions

• Consolidated Free Cash Flow Model — Own THG's enterprise cash flow reporting and modernize it with EPM-integrated capabilities.
• Short-Term Forecasting — Manage the near-term liquidity and HGH Board forecasting process as part of the consolidated FCF model, coordinating with platform and corporate FP&A leads to align on holistic forecast assumptions (Op Co EBITDA, capex spend, taxes, third-party debt, M&A activity, etc.).
• Long-Term Forecasting — Own the enterprise five-year forecast, moving it from disaggregated inputs toward a meaningful, EPM-integrated consolidated view.
• Enterprise Monthly Dashboard — Maintain and enhance the monthly reporting dashboard, updating and expanding presentation materials, and generating thoughtful insights through in-depth commentary on operational results.
• Capital / Investment Tracking — Assess the effectiveness of growth capital deployments and M&A projects.
• Corporate THG Point of View — Help develop a distinct enterprise perspective and deep understanding of each operating company through monthly touchpoints with Op Co finance leads.
• Annual Enterprise Planning — Support the annual planning cycle, helping set enterprise guidance and build toward a robust, clearly guided planning process.
• HGH Board Prep — Contribute to board preparation, combining enterprise reporting, macro updates, coordination with leaders, and analysis to streamline production of standardized quarterly Board materials.
• Strategic Investment Reporting — Help generate more regular and in-depth insights on the strategic investment portfolio, coordinating with the M&A and Ventures teams.
• Performance Tracking & Metric Implementation — Support the design and rollout of new enterprise metrics.
• Heritage Research Group and Real Estate Value Support — Serve as a thought partner on longer-term value-generation projects, including value definition, project pipelines, and benchmarking.
• Corporate Allocation Optimization — Act as a thought partner on improving and modernizing allocation methodology.
• Ad Hoc Scenario Analysis — Support asset-level sell/retain and deal scenario models (e.g., aircraft, real estate, asset deals) for CFO/CEO review, helping build toward a repeatable, faster-turnaround capability
• Works on problems of simple to moderate complexity where analysis of situation or data requires an evaluation of various factors.
• Exercises some independent judgment within defined practices and policies in selecting methods, techniques and evaluation criteria for obtaining results.
• Work is accomplished with moderate direction.
• Exerts modest latitude in determining objectives of assignments. May determine methods and procedures on new assignments

• Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company’s core values, competencies, and skills.

Education Qualifications

• Required Bachelor's Degree Finance, Accounting, Economics, or a related field
• Preferred Master's Degree MBA or CFA

Experience Qualifications

• 5+ years in-depth FP&A experience, with demonstrated expertise in forecasting, financial modeling, and consolidated/enterprise reporting.
• Experience with Oracle EPM or financial systems implementations (Oracle, OneStream, or comparable) a strong plus.
• Extensive experience building diverse financial models (cash flow, valuation, scenario analysis, etc.).
• Proven ability to work independently and deliver accurate, polished, decision-ready outputs with minimal supervision.

Skills and Abilities

• Excellent organizational and communication skills; you will interface regularly with platform FP&A leads, accounting, M&A, Ventures, and senior leadership.
• A builder's mindset that is comfortable working with ambiguity — much of this work is new to the organization, so the ideal candidate should be energized by creating and improving processes rather than running the status quo.
• Comfort operating in a multi-entity structure and synthesizing data across stakeholders.

Working Conditions/Physical Demands

• Sitting and standing in an office environment

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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