Financial Planning Analyst

We are seeking a detail-oriented FP&A Analyst to support financial planning, analysis, and reporting for a facilities-based organization. This role partners closely with branch operations, regional leadership, and corporate finance to drive financial performance, improve margins, and support data-driven decision-making across multiple locations. The ideal candidate has experience working in an operationally intensive, multi-site environment and can translate financial results into actionable insights for facilities and operations leaders.

Responsibilities

Reporting & Analysis

• Prepare Management Operating Review (MOR) decks for facilities operations, incorporating actuals and updated forecasts post-close
• Review financial, sales, and operational results to ensure accuracy and reasonableness
• Assist with developing projections, annual budgets, and rolling forecasts for facilities and maintenance operations
• Analyze and explain variances related to labor, materials, subcontractor costs, and overhead
• Collect, consolidate, and interpret financial, sales, and operational data across branches and regions

Cross-Functional Collaboration

• Partner with Branch Managers and Regional Vice Presidents (RVPs) to identify risks of margin erosion, cost overruns, and revenue shortfalls
• Serve as a financial partner to facilities operations by providing guidance, insights, and financial education to branch teams
• Support operational decision-making related to staffing, vendor spend, service contracts, and project profitability
• Contribute to special projects focused on improving financial processes, reporting, and operational performance

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• 2+ years of experience in FP&A, finance, or a related analytical role; facilities, construction, or services industry experience preferred
• Strong analytical and problem-solving skills with the ability to challenge assumptions and drive accountability
• Excellent communication skills with the ability to partner effectively with operations and leadership teams
• Advanced proficiency in Microsoft Excel and financial modeling; experience with ERP systems preferred

Preferred Qualifications

• Experience supporting multi-branch or multi-site facilities operations
• Knowledge of labor-based cost models, vendor management, and service contract economics
• Familiarity with KPI development for facilities operations (labor utilization, margin, backlog, vendor spend)

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.