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 standardised 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, organisational, 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 modelling, 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. #J-18808-Ljbffr iicrc-careers