Senior Financial Reporting Analyst

A First Call Mechanical Company

Atlanta or Charlotte preferred;
Hybrid in-office with regular travel to branches in Georgia, the Carolinas, and Florida.

First Call Group is a growing, private equity-backed commercial HVAC and mechanical services company operating across the Southeast, Mid-Atlantic, Northeast, Ohio Valley, and Texas/TOLA markets. Our branches deliver planned maintenance, service, retrofit, and construction work to commercial customers, and the business is organized into three operating regions, each led by a Regional Vice President.

Finance is building a technology-forward FP&A function that pairs a centralized reporting and forecasting platform with analysts embedded in each region. We are standardizing forecasting, reporting, and KPIs across roughly 25 operating entities (primarily on Build Ops and Sage Intacct) and leaning heavily on AI and automation so the team spends its time on analysis and decision support rather than data assembly.

• Competitive Weekly Pay
• Comprehensive Healthcare Coverage
  - Medical, Dental, Vision, + More (Includes some 100% Company-paid plans)
• Financial Resources - 401(k) Retirement Savings Plan with a 5% match, Life Insurance, Short & Long-Term Disability
• Time-Off & Holidays
  - Up to 4 weeks of Paid Off, 9 Paid Holidays + Veterans Day for Veterans
• Career Growth & Development
  - Company-sponsored education and career advancement programs like the First Call Academy, the Learning & Education Assistance Program (LEAP), and the First Call Progression Program
• Generous Referral Bonus of $2,500 per referral
• Role-Specific Perks - Company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot allowances

First Call Group is seeking a Senior Regional FP&A Analyst to serve as the dedicated finance partner to their respective region. Reporting to the VP of Finance and working day to day with the Regional Vice President and branch leaders, this person owns the financial planning, forecasting, and performance analysis for their region.

The Senior Regional FP&A Analyst turns financial and operational data from our branches into clear, actionable insight: what happened, why, and what the region should do about it. The role is hands‑on and highly visible. You will prepare and help run the regional business reviews, own the regional forecast, explain actuals against forecast and budget, support commissions and incentive analysis, and take on ad hoc analysis for the RVP and finance leadership.

This position fits someone who enjoys digging into branch‑level detail (jobs, contracts, labor, margins) while keeping sight of the bigger picture, and who wants to help build a modern, AI-enabled FP&A function from an early stage.

• Serve as the primary finance partner to the Regional Vice President and branch general managers, bringing a finance perspective to operating decisions
• Collaborate closely with the local accounting teams at the branches on month-end close, revenue and WIP recognition, cost coding, and data quality so that reported results are accurate and explainable
• Translate branch and service‑line results into plain‑language commentary and recommendations for operators
• Identify financial risks and opportunities in the region early and bring them to the RVP and finance leadership with a recommended course of action

• Prepare the monthly regional business review package: results by branch and service line (planned maintenance, service, retrofit, construction), KPIs, forecast, and follow‑up items
• Help facilitate the review with the RVP, drive the discussion on variances and…