Senior Financial Planning Analyst

About the role

The Financial Planning & Analysis (FP&A) Analyst supports the company’s financial planning, budgeting, forecasting, reporting, and strategic analysis functions. This role partners with operational leaders and senior management to provide financial insights that improve decision-making, profitability, cash flow, and overall business performance.

Responsibilities

• 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 and correlate them 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.

Qualifications

• Bachelor’s degree in Finance and/or Accounting; MBA or CPA preferred but not required.
• 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.
• Advanced Microsoft Excel skills required.
• Experience with ERP/accounting systems such as Service Titan, Sage Intacct, preferred.
• Experience with BI/reporting tools.

Skills

• 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.

Reporting Structure

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