Senior Analyst - Financial Planning and Analysis

Benefits:

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

The Senior Analyst, Financial Planning & Analysis (FP&A) is a newly created, high-impact role responsible for building and leading the company's FP&A function. Working closely with the CFO, COO, General Managers, and executive leadership, this position will develop budgeting, forecasting, financial reporting, and analytical processes that drive strategic decision-making and business growth across five geographic markets. The role will transform financial and operational data into actionable insights, improve profitability, support long-term planning, and identify opportunities to leverage AI and automation to increase efficiency and enhance business performance.

Primary Responsibilities
Financial Planning & Forecasting

• Lead the annual budgeting process for all five markets.
• Develop and maintain rolling monthly and quarterly forecasts.
• Prepare and manage the company’s three-year financial plan.
• Coordinate budget submissions from each market and ensure consistency across assumptions.
• Work with the CFO and COO to establish revenue, margin, labor, overhead, and capital expenditure targets.
• Develop scenario analyses including Base Case, Best Case, Downside Case, and economic sensitivity analyses.
• Utilize AI-driven forecasting tools to enhance predictive accuracy and identify emerging trends.
• Update forecasts as market conditions change.

Financial Reporting & Performance Analysis

• Develop and deliver timely financial reporting packages and executive dashboards that provide visibility into financial and operational performance. 
• Analyze business performance across markets, divisions, customers, service lines, and individual projects to identify trends and opportunities. 
• Monitor key financial and operational KPIs including revenue, profitability, margins, cash flow, working capital, labor productivity, and sales performance. 
• Provide actionable insights and recommendations to improve profitability, operational efficiency, and long-term performance. 
• Establish and monitor key performance indicators (KPIs) that align financial performance with operational execution.

Financial Analysis & Decision Support

• Perform variance analysis and identify the key drivers of financial and operational performance. 
• Build financial models to evaluate profitability, pricing, resource allocation, capital investments, and other strategic initiatives. 
• Support leadership with financial analysis for operational decisions, business planning, and investment opportunities. 
• Translate complex financial information into clear recommendations for operational leaders.

Strategic Business Partnership

• Serve as a trusted financial advisor to the CFO, COO, and General Managers across all markets. 
• Support strategic initiatives including geographic expansion, acquisitions, capital investments, and long-term planning. 
• Prepare executive presentations and communicate financial insights that support informed decision-making. 
• Prepare executive-level presentations and reporting packages for monthly operating reviews, quarterly business reviews, annual planning meetings, and other leadership presentations.

Systems, Reporting & Process Improvement

• Enhance financial reporting through advanced Excel modeling, business intelligence tools, and automation. 
• Develop scalable reporting processes that improve accuracy, consistency, and efficiency across the organization. 
• Identify opportunities to leverage AI and automation to streamline workflows, improve reporting, and strengthen decision-making. 
• Maintain data integrity and establish standardized reporting practices across all markets.

Qualifications
Required

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A, corporate finance, or financial analysis experience.
• Strong proficiency with QuickBooks, including financial reporting and extraction of operational data.
• Advanced Microsoft Excel skills, including complex financial models, Power Query, pivot tables, dashboards, and scenario analysis.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong understanding of GAAP financial statements.
• Experience supporting multi-location or multi-business-unit organizations.
• Excellent analytical, organizational, and communication skills.
• Ability to present financial information clearly to operational leaders.
• Familiarity with AI tools, data analytics platforms, or automation technologies.

Preferred

• Experience in restoration, construction, property services, or field service industries.
• Familiarity with SERVPRO operations and restoration job costing.
• Experience with business intelligence tools such as Power BI, Tableau, or similar reporting platforms.
• Experience with acquisition analysis, valuation modeling, and financial due diligence.
• Experience implementing or working with AI-driven analytics or automation tools.
• MBA, CPA, CFA, or CMA designation.

Success Measures
Success in this role will be measured by:

• Accurate and timely monthly financial reporting.
• Forecast accuracy and budget discipline.
• Quality and usefulness of executive dashboards.
• Actionable recommendations that improve profitability and operational performance.
• Successful completion of annual budgets and rolling forecasts.
• Effective partnership with the COO and General Managers.
• High-quality financial support for capital investments and acquisition decisions.
• Identification and successful implementation of AI and automation initiatives that improve efficiency and insight.
• Continuous improvement of reporting automation, financial processes, and analytical capabilities.

Senior FPA Analyst or Senior Financial Planning & Analysis (FP&A) Analyst