Senior Financial Planning and Analysis Analyst

Benefits:

• Health insurance

• Paid time off

• Vision insurance

• 401(k)

• 401(k) matching

• Dental insurance

The Senior Financial Planning & Analysis (FP&A) Analyst 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.