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 ASC606 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 (ASC606) 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 #J-18808-Ljbffr