Position Summary

The Financial Analyst is a key member of the Finance team supporting the Service business unit. This role provides financial analysis, reporting, forecasting, and decision support to Service leadership and operational teams.

The analyst will partner closely with Service Operations, Sales, and Finance to understand business performance, identify trends and opportunities, and provide actionable financial insights.

The role will have particular focus on service revenue, labor productivity, technician utilization, gross margin, backlog, operating expenses, and working capital.

The ideal candidate combines strong financial and analytical skills with a practical understanding of business operations and the ability to communicate insights clearly with non-financial leaders.

Key Responsibilities

Financial Planning & Forecasting

• Support      the annual budget, operating plan, and periodic forecasting processes for      the Service business.
• Prepare      monthly forecasts for revenue, gross margin, operating expenses, and other      key financial metrics.
• Partner      with Service leadership to understand forecast assumptions, risks, and      opportunities.
• Analyze      actual results against budget, forecast, and prior year.
• Identify      significant variances and provide explanations and recommendations.
• Maintain      financial models and forecasting tools used by Service leadership.

Service Business Performance

Analyze and report on key Service business drivers, including:

• Service      revenue across product offerings
• Field      Technician labor utilization
• Labor      productivity
• Gross      margin
• Pricing      and rate realization
• Backlog
• Warranty      costs
• Operating      expenses

Translate operational performance into financial implications and communicate key trends to leadership.

Management Reporting

• Prepare      monthly Service financial reporting and management packages.
• Develop      dashboards and recurring reports for Service leadership.
• Provide      clear analysis of actual results versus budget, forecast, and prior year.
• Identify      key risks, opportunities, and emerging trends.
• Improve      reporting efficiency and reduce manual reporting activities.
• Ensure      financial information is accurate, timely, and consistent.

Business Partnership

Partner with Service leaders to provide financial insight and decision support.

Responsibilities may include:

• Evaluating      pricing and contract profitability.
• Supporting      decisions regarding staffing and technician capacity.
• Analyzing      labor utilization and productivity.
• Supporting      new service offerings and pricing initiatives.
• Providing      financial analysis for strategic and operational initiatives.

Revenue & Margin Analysis

• Analyze      revenue trends by customer, geography, service offering, contract type,      and other relevant dimensions.
• Monitor      pricing, volume, mix, and rate realization.
• Analyze      gross margin performance and key cost drivers.
• Identify      margin improvement opportunities.
• Support      Service leadership in understanding the financial impact of pricing and      operational decisions.

Expense Management

• Monitor      Service operating expenses against budget and forecast.
• Analyze      labor, travel, vehicle, facility, technology, and other operating costs.
• Identify      unusual trends and potential cost-management opportunities.
• Partner      with managers to improve expense forecasting and accountability.

Data & Analytics

• Extract,      analyze, and reconcile data from ERP, CRM, and other service management reporting      systems.
• Develop      and maintain financial models and analytical tools.
• Use      data to identify trends, relationships, and performance opportunities.
• Support      development of automated reporting and dashboards.
• Ensure      analytical outputs are accurate and appropriately documented.

Process Improvement & Automation

• Identify      opportunities to simplify and automate recurring financial analysis and      reporting.
• Reduce      manual spreadsheet-based processes where appropriate.
• Improve      consistency and efficiency of financial reporting.
• Partner      with Finance Systems, FP&A, and IT teams on reporting and analytics      enhancements.

Public Company Environment

• Follow      established financial policies, controls, and reporting procedures.
• Support      Finance leadership in maintaining accurate and timely financial      information.
• Maintain      appropriate documentation and controls over financial analyses and      reporting.
• Support      internal and external audit requests as needed.
• Maintain      confidentiality of sensitive financial and business information.

 Qualifications

• Bachelor's      degree in Finance, Accounting, Economics, Business, or related field.
• 2–5      years of relevant financial analysis, FP&A, accounting, or business      analytics experience.
• Strong      financial modeling and analytical skills.
• Advanced      Excel skills.
• Strong      understanding of financial statements and P&L drivers.
• Ability      to analyze large datasets and identify meaningful trends.
• Strong      communication and presentation skills.
• Ability      to work effectively with both Finance and operational stakeholders.
• High      attention to detail and commitment to data accuracy.

Preferred Qualifications

• Experience      supporting a service, field service, distribution, industrial, or      manufacturing business.
• Experience      in a large, multi-entity, or public company environment.
• Experience      with ERP systems,  financial      planning  and analysis tools, and      business intelligence platforms (e.g. Power BI) 
• Experience      with CRM or field service management systems.
• Strong      background in financial analysis, including revenue, gross margin,      profitability, and operational performance metrics.

Leadership & Personal AttributesThe successful candidate will be:

• Analytical,      intellectually curious, and commercially minded, with the ability to      translate complex data into actionable business insights
• Highly      organized and detail oriented, with strong problem-solving skills and a      proactive approach to identifying risks and opportunities
• A      confident business partner working with operational leaders, challenging      assumptions, and influencing decision making through thoughtful analysis.
• An      effective communicator, capable of explaining financial concepts and      recommendations to both financial and non-financial audiences.
• Collaborative      and accountable, with willingness to take ownership and thrive in a      fast-paced, dynamic environment. 

Measures of SuccessSuccess in this role will be demonstrated through:

• Accurate      and timely financial reporting.
• Improved      forecast accuracy.
• Clear      understanding of Service revenue and margin drivers.
• High-quality      variance analysis and business insights.
• Improved      visibility into technician utilization and productivity.
• Identification      of revenue and margin improvement opportunities.
• Effective      support of Service leadership decision-making.
• Increased      automation and efficiency of recurring reporting.
• Strong      relationships with operational and Finance partners.