Senior Financial Planning and Analysis Analyst

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

• Lead the annual budgeting process for all five markets.
• Develop and maintain rolling monthly and quarterly forecasts.
• Prepare and manage the companys 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.

• 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.

• 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.

• 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.

• 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 standardized reporting practices across all markets.

• Bachelors 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 organizational and communication skills.
• Ability to present financial information clearly to operational leaders.
• Familiarity with AI tools data analytics platforms or automation technologies.

• 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 modeling and financial due diligence.
• Experience implementing or working with AI-driven analytics or automation tools.
• MBA CPA CFA or CMA designation.

• 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.

At SERVPRO you can make a positive difference in peoples lives each and every day! Were seeking self-motivated proactive responsible and service-oriented teammates to join us in our mission of helping customers in their greatest moments of need by repairing and restoring homes and businesses with an industry-leading level of service. With nearly 2000 franchises all over the country finding exciting and rewarding SERVPRO career opportunities near you is easy! We look forward to hearing from you.

All employees of a SERVPRO Franchise are hired by employed by and under the sole supervision and control of an independently owned and operated SERVPRO Franchise. SERVPRO Franchise employees are not employed by jointly employed by agents of or under the supervision or control of Servpro Franchisor LLC in any manner whatsoever.