Financial Analyst
Veridian Service Partners · Dallas, Texas, United States
Consumer Services · 51-200 employees
About the role
The Financial Analyst will perform job-level costing and maintain the company's pricing tool to ensure profitable project quoting. They will also analyze operational performance and provide actionable financial insights to leadership.
What they look for
Requirements
Candidates must have a bachelor's degree in Finance, Accounting, or Economics and 2–4 years of relevant analytical experience. Strong Excel skills and experience with job costing or pricing models are required.
Full description
Job Summary
The Financial Analyst is an individual contributor who supports profitability and pricing decisions at Veridian through disciplined job costing, financial analysis, and ownership of the company's LEAP pricing tool. Reporting to the Finance Manager, this role focuses on understanding the true cost and margin of work at the job level, translating that analysis into clear insights for leadership, and maintaining the pricing tool that drives consistent, profitable project quoting across the business.
This role is hands-on, analytical, and detail-oriented, with a strong emphasis on accuracy, cost discipline, and the usability of financial information. It is an excellent opportunity for an analyst with a few years of experience to deepen their FP&A skill set while partnering directly with finance leadership and the operations team.
Essential Functions
- Perform job-level costing to determine the true labor, material, and overhead cost and margin of completed and quoted work
- Analyze job and project profitability, identifying cost drivers, margin leakage, and opportunities to improve performance
- Own, maintain, and continuously improve the LEAP/SalesPro pricing tool, ensuring pricing inputs, assumptions, and outputs remain accurate and aligned with cost data
- Update pricing models and assumptions as material, labor, and market costs change, and support pricing decisions across markets
- Conduct financial analysis of operational and market performance, clearly summarizing key drivers and variances for leadership
- Gather, validate, and reconcile cost and operational data from multiple systems to ensure accuracy and consistency
- Partner with operations and estimating teams to ensure quoted pricing reflects actual job costs and target margins
- Complete ad hoc analyses and special projects that support the Finance Manager, executive leadership, and operating teams
- Partner with Accounting to help ensure alignment between actual job costs, financial results, and management reporting
Qualifications
To effectively perform the duties for this position, individuals must be able to demonstrate competencies that are essential to the position, which include:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 2–4 years of FP&A, corporate finance, accounting, or related analytical experience
- Experience in PE-backed and/or multi-location businesses preferred
- Prior home services experience preferred but not required
- Strong Excel and financial analysis skills, including job costing, margin analysis, and building and maintaining pricing or cost models
- Experience with job costing and/or pricing tools preferred; direct experience with LEAP/SalesPro a plus
- Experience working with data across multiple systems, including gathering, validating, and reconciling data for analysis
- Comfort working with imperfect, evolving, or incomplete data
- Solid business acumen with the ability to translate analysis into clear, actionable insights
- Clear communicator who can present findings and support the creation of executive-ready materials
- High ownership mentality with strong attention to detail and follow-through
Physical Requirements / Work Environment
- Dallas-based, fully on-site role
- Primarily office-based with extended periods of sitting and computer use
- Limited to no expected travel
Expectations
- Serve as a reliable analytical partner to the Finance Manager and operating leaders
- Uphold Veridian's people-first culture and core values
- Deliver clarity, discipline, and consistency in financial reporting and analysis
- Take ownership of assigned work and continuously seek better, more scalable solutions
- Maintain integrity, transparency, and professionalism in all interactions