Senior Financial Planning Analyst

The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the company’s financial planning, budgeting, forecasting, reporting, and strategic analysis functions. The ideal candidate combines strong analytical skills, business acumen, attention to detail, and the ability to communicate financial information clearly to non-financial stakeholders. This role partners with operational leaders and senior management to provide financial insights that improve decision-making, profitability, cash flow, and overall business performance.

• Assist with annual budgeting and quarterly forecasting processes
• Develop and maintain financial models to support planning activities
• Analyze variances between actual results, budget, and forecast
• Prepare monthly financial reports and management dashboards
• Analyze trends in revenue, gross margin, operating expenses, labor, and EBITDA
• Identify key business drivers and performance indicators – correlate to financial results
• Support month-end close analysis and reporting

• Work closely with department leaders to understand operational performance
• Provide financial insights and recommendations to improve profitability and efficiency
• Support pricing, cost analysis, and operational decision-making
• Assist leadership with strategic initiatives and special projects

• Maintain and improve financial models, reporting tools, and dashboards
• Utilize ERP, accounting, and BI systems to extract and analyze data
• Help improve financial processes, controls, and reporting accuracy
• Ensure consistency and integrity of financial data

• Conduct profitability analysis by customer, product, branch, or service line
• Assist with cash flow forecasting and working capital analysis
• Support M&A, due diligence, lender reporting, or board presentations as needed
• Perform ad hoc financial analyses for management

Education

• Bachelor’s degree in Finance and / or Accounting,
• MBA or CPA preferred but not required

Experience

• 2–5 years of experience in FP&A, corporate finance, accounting, or related analytical role
• Experience with budgeting, forecasting, financial modeling and data analysis skills
• Experience in industries such as commercial technician services in HVAC, Plumbing or construction preferred

Technical Skills

• Advanced Microsoft Excel skills required
• Experience with ERP/accounting systems such as Service Titan, Sage Intacct, preferred
• Experience with BI/reporting tools
• Strong analytical and problem-solving abilities
• High attention to detail and accuracy
• Ability to communicate effectively with leadership and operations teams
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Intellectual curiosity and continuous improvement mindset
• Ability to translate financial data into actionable business insights

• Commercially minded, not just accounting-focused
• Comfortable working with large data sets
• Proactive and self-motivated
• Able to challenge assumptions respectfully
• Strong business partnership mindset
• Ability to simplify complex financial concepts

• Reports to CFO
• May work closely with operations leadership, sales leadership, accounting team, and executive management