FP&A Financial Analyst
FP&A Financial Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
About L&S Mechanical
Headquartered in Richardson Texas L&S Mechanical (L&S) is a leading tri-trade provider of turnkey plumbing HVAC and electrical installation services in the Texas South Carolina North Carolina and Georgia residential housing markets. Founded in 1985 L&S serves large production homebuilders in Dallas / Fort Worth South Dallas Houston San Antonio and Austin through its six production warehouses. Previously owned by management L&S was acquired by The Sterling Group a leading middle market private equity firm in September 2021. L&S is the largest plumbing installer in Texas and has significant opportunity to grow its HVAC and electric offerings while also expanding into new geographies through acquisition and growing its nascent home services business.
The company is backed by The Sterling Group a private equity firm established in 1982. The Sterling Group specializes in acquiring controlling interests in companies across the manufacturing distribution and industrial services sectors focusing on enterprises with valuations typically between $100 million and $1 billion. To date the firm has sponsored 67 platform buyouts along with numerous add-on acquisitions contributing to a total transaction value exceeding $22 billion. Currently The Sterling Group manages over $9.4 billion in assets.
Job Summary
The FP&A Financial Analyst plays a critical role in supporting the financial health and strategic growth of our tri-trade services business which operates across plumbing HVAC and electrical service lines. This role is responsible for budgeting forecasting variance analysis and delivering actionable insights that drive decision-making across the organization. The Analyst will partner closely with operations sales and executive leadership to ensure alignment of financial goals with operational performance. Excellent opportunity to work with seasoned FP&A professionals and high visibility to Company CFO.
Key Responsibilities
Financial Planning & Forecasting
- Assist in the development of the annual budget and periodic re-forecasts incorporating input from business unit leaders and operational teams.
- Build and maintain detailed financial models for revenue margins expenses and cash flow specific to the tri-trade business model.
- Support multi-year financial planning to align with strategic growth initiatives.
Reporting & Analysis
- Prepare and distribute monthly financial reports dashboards and KPI scorecards by trade and region.
- Perform variance analysis between actual budget and forecast results; identify drivers and provide recommendations.
- Track and report on service line profitability and operational efficiencies.
- Conduct in-depth analysis of job cost data to identify historical trends and drivers impacting financial performance.
Operational Partnership
- Collaborate with plumbing HVAC and electrical operations leaders to understand business drivers trends and challenges.
- Support pricing strategies labor utilization analysis and resource allocation decisions.
- Provide financial insights for new market entries service expansion and capital investment opportunities.
Data Integrity & Systems
- Maintain accuracy of data within financial systems including ERP job costing and CRM tools.
- Drive continuous improvement in data collection reporting and analytics processes.
- Ensure compliance with internal controls and company policies.
Qualifications
Education & Experience
- Bachelors degree in Finance Accounting Economics or related field (Masters or MBA a plus).
- 3 years of experience in FP&A corporate finance or a related analytical role (service industry experience a plus).
- Experience with job costing and multi-unit multi-service business models preferred.
Skills & Competencies
- Strong financial modeling and Excel skills; experience with BI/reporting tools a plus.
- Solid understanding of GAAP and financial statement analysis.
- Ability to communicate complex financial data in a clear concise manner to non-financial stakeholders.
- Highly analytical with strong problem-solving skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced service-oriented environment.
Key Performance Indicators (KPIs)
- Accuracy of forecasts and budgets.
- Timeliness and quality of reporting and analysis.
- Actionable recommendations delivered to leadership.
- Efficiency improvements in financial reporting processes.
Work Environment
- Minimal travel to branch locations expected but done as needed to support operations.
- Collaboration with operations sales and executive leadership teams.
Benefits
- Medical dental and vision insurance
- FSA with debit card
- Employer-paid Short-Term Disability (STD)
- $20K in life insurance and $20K AD&D insurance
- 401(k) employer match
- Paid Vacation
- PTO
- Paid Holidays
- Annualized reviews for merit increases
- Potential for advancement
How to Apply
For immediate consideration please respond to this posting with (1) a cover letter (2) a copy of your resume or curriculum vitae (3) and salary requirements. You may also email these application materials to . The interview process will include a review of provided materials a writing task and an in-person performance-based interview with the HR team and other L&S leaders. The position is open until filled.
Note: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities duties and skills required of employees in this position. Nothing in this job description restricts managements right to assessing or reassessing job duties as required.
Required Experience:
IC
Employment Type
Full-Time
