Financial Planning & Analysis Analyst

Overview

This role supports the financial planning, forecasting, reporting, and performance management functions for a nationwide service organization within the HVAC services industry. The position provides financial insights that inform operational decision-making, improve profitability, and support achievement of company-wide financial objectives.

Responsibilities

• Coordinate the annual budgeting process across the nationwide service organization, partnering with regional accounting and operational leaders.
• Prepare monthly forecasts, quarterly projections, and full-year financial outlooks for revenue, gross profit, operating expenses, and EBITDA.
• Analyze actual results versus budget, forecast, and prior periods; identify variances, drivers, risks, and opportunities.
• Develop and maintain financial models to support business planning, resource allocation, growth initiatives, and management decision-making.
• Consolidate financial plans across divisions and regions to provide a comprehensive view of nationwide service performance.
• Perform scenario analysis and sensitivity modeling to evaluate financial impact of changes in revenue, labor costs, pricing, staffing, and operating expenses.
• Produce monthly financial reporting packages, including income statements, budget-to-actual comparisons, variance analyses, and management summaries.
• Develop and maintain standardized reporting across divisions to ensure consistency, accuracy, and transparency.
• Analyze revenue, gross profit, labor costs, overhead, and EBITDA trends to identify performance drivers and improvement opportunities.
• Translate financial results into actionable insights for finance and operational leadership.
• Support monthly financial reviews with regional leaders and senior management.
• Monitor performance against established targets and communicate emerging risks or unfavorable trends in a timely manner.
• Develop and maintain KPIs relevant to a nationwide HVAC service business.
• Partner with operations to evaluate technician capacity, staffing levels, productivity, pricing, and service delivery economics.
• Identify operational inefficiencies and quantify the financial impact of potential process improvements.
• Analyze performance across locations, business units, and service offerings to identify best practices and opportunities.
• Support development of financial metrics connecting operational activity to financial results.
• Create executive-level dashboards, presentations, and financial summaries for the Controller and senior leadership.
• Develop reporting tools that provide timely visibility into business performance, financial trends, and progress against strategic objectives.
• Support business cases for capital expenditures, hiring decisions, operational investments, and other strategic initiatives.
• Complete ad hoc financial analyses to support leadership requests and key business decisions.
• Assist with evaluation of acquisitions, integration initiatives, and financial performance improvement opportunities as needed.
• Partner with accounting and operational teams to ensure financial and operational data is complete, accurate, and consistently defined.
• Support development of automated reporting and standardized financial models across the nationwide service organization.
• Identify opportunities to streamline budgeting, forecasting, reporting, and financial analysis processes.
• Collaborate with accounting to align financial reporting with the general ledger and ensure consistent financial definitions across divisions.
• Support use of Business Central and other relevant business systems to improve data accessibility and reporting efficiency.

Requirements

Experience

• 3+ years of experience in financial planning and analysis, corporate finance, financial reporting, or management accounting preferred.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Experience supporting a multi-location, multi-division, or operationally complex organization preferred.
• Experience in HVAC, field service, industrial services, construction services, or another labor-intensive service business is a plus.

Technical Skills

• Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookups, and data analysis.
• Experience with Power BI. ERP, or similar business intelligence and reporting tools preferred.
• Ability to consolidate and analyze large financial datasets from multiple business units and reporting sources.
• Strong understanding of income statements, gross profit, operating expenses, EBITDA, and financial performance metrics.
• Ability to build repeatable reporting processes and communicate financial results effectively.

Education

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.

Compensation & Benefits

• $105k - $130k based on experience, plus benefits

Location

Nationwide service organization (geographically dispersed, multi-division).