Financial Planning & Analysis Analyst

Overview

This role is part of the National Service team and supports the financial planning, forecasting, reporting, and performance management functions for a nationwide service organization. The FP&A Analyst provides financial insights that inform operational decision-making, improve profitability, and support company-wide financial objectives.

The analyst partners with the Controller – National Service, Regional Accounting Managers, operational leadership, and other stakeholders to develop budgets and forecasts, analyze financial results, track key performance indicators (KPIs), and identify opportunities to improve revenue, gross margin, EBITDA, and overall business performance.

A key focus of the position is creating consistent financial reporting and planning processes across a geographically dispersed, multi-division service organization.

Responsibilities

• Coordinate the annual budgeting process across the Nationwide Service organization 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 to identify variances, drivers, risks, and opportunities.
• Develop and maintain financial models to support business planning, resource allocation, growth initiatives, and management decisions.
• Consolidate financial plans across divisions and regions to provide a comprehensive view of Nationwide Service performance.
• Support scenario analysis and sensitivity modeling to evaluate impacts of changes in revenue, labor costs, pricing, staffing, and operating expenses.
• Prepare 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 trends in revenue, gross profit, labor costs, overhead, and EBITDA to identify performance drivers and improvement opportunities.
• Provide clear explanations of financial results and translate data into actionable insights for finance and operational leadership.
• Support monthly financial reviews with regional leaders and senior management.
• Monitor financial performance against 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 improvement opportunities.
• Support the 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 for 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.
• Perform ad hoc financial analyses to support leadership requests, business reviews, and key management 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 automated reporting and standardized financial models across the Nationwide Service organization.
• Identify opportunities to streamline budgeting, forecasting, reporting, and financial analysis processes.
• Collaborate with the accounting team 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

• 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 (plus).

Technical Skills

• Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookups, and data analysis.
• Experience with Power BI (preferred), ERP, or similar business intelligence and reporting tools.
• 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 key financial performance metrics.
• Ability to build repeatable reporting processes and effectively communicate financial results.

Education

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

Compensation & Benefits

• $105k - $130k based on experience, plus benefits.
• Equal employment opportunity employer; prohibits discrimination and harassment of any type without regard to protected characteristics under federal, state, or local laws.

Location

Nationwide Service organization (nationwide service coverage).