Financial Analyst - Revenue & Operations

Accentuate Staffing is currently recruiting for a Financial Analyst – Revenue & Operations to analyze, forecast, and optimize financial performance across mechanical service operations, including HVAC, plumbing, service agreements, and project-based work.

This position serves as a key business partner to Operations, Accounting, Project Management, and Field Leadership teams by providing financial insights that drive profitability, improve forecasting accuracy, and support strategic decision-making.

The ideal candidate combines strong financial analysis skills with experience in job costing, revenue forecasting, operational reporting, and performance improvement within a service, construction, or project-based environment.

Responsibilities:

Revenue Analysis & Financial Reporting

• Analyze revenue trends across service, maintenance, contract, and project-based business lines
• Develop and deliver monthly, quarterly, and annual financial reporting packages
• Monitor key performance indicators including revenue growth, backlog, utilization, margins, and contract performance
• Analyze financial results and provide explanations for variances between actual performance, forecasts, and budgets
• Create dashboards and reporting tools to support leadership decision-making

Forecasting & Business Planning

• Develop revenue forecasts by service line, region, customer segment, and operational team
• Partner with Operations leaders to evaluate backlog, demand trends, capacity, and revenue opportunities
• Support annual budgeting and long-range financial planning initiatives
• Perform scenario modeling related to pricing, labor costs, staffing, and contract performance

Job Costing & Profitability Analysis

• Analyze job-level financial performance including labor, materials, subcontractor costs, and gross margins
• Identify profitability risks, cost overruns, and opportunities for improvement
• Review service contracts and project performance to support pricing and renewal strategies
• Provide recommendations to improve operational efficiency and profitability

Revenue Recognition & Accounting Partnership

• Support accurate revenue recognition processes in accordance with ASC 606 guidelines
• Partner with Accounting on WIP (Work in Progress), unbilled revenue, deferred revenue, and contract analysis
• Assist with audit requests by providing financial documentation and supporting analysis

Operational & Cross-Functional Support

• Collaborate with Project Managers, Service Managers, Dispatch, and Field Leadership
• Provide financial insights to improve scheduling, labor utilization, pricing decisions, and resource planning
• Identify opportunities to streamline reporting and improve business processes

Systems & Data Management

• Utilize ERP systems (Coins OA or similar platforms) to analyze financial and operational data
• Maintain accuracy and integrity of revenue, billing, and job costing information
• Improve reporting efficiencies through advanced Excel skills and automation tools

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of experience in financial analysis, revenue analysis, FP&A, or operational finance
• Strong understanding of revenue recognition principles (ASC 606)
• Experience analyzing job costing, project profitability, or service-based revenue
• Advanced Excel skills with experience building financial models and reports
• Strong analytical ability with attention to detail

Preferred:

• Experience within mechanical services, HVAC, plumbing, construction, or field service industries
• Experience with construction/service ERP systems (Coins OA preferred)
• Experience with Power BI or other reporting tools
• Advanced Excel skills are required
• CPA or advanced certification a plus