Financial Systems & Analytics Analyst, FP&A

Responsibilities

• FP&A Reporting & Financial Analysis
• Own the monthly P&L reporting and variance analysis for the Home Services Segment, with commentary suitable for both operational managers and executive leadership.
• Support the VP of FP&A in preparing board-level and executive summaries, translating segment-level data into concise financial narratives.
• Maintain and enhance budget vs. actuals tracking across revenue, gross profit, and key cost drivers; identify and flag material variances proactively.
• Assist in the annual budgeting and quarterly reforecast cycles for the Home Services segment, partnering with the GM and Sales Manager on bottom-up build assumptions.
• Perform margin analysis across service lines (e.g., HVAC installation, maintenance agreements, repair tickets) to surface profitability mix insights and guide strategic decisions.
• Operational & Sales Analytics
• Design and maintain real-time dashboards (Power BI / Tableau) tracking key Home Services KPIs, including:
• Average ticket size vs. budget (RNC and replacement revenue)
• Technician productivity: billable hours, callbacks, first-time fix rate
• Lead-to-close conversion rates by salesperson and market
• Customer acquisition cost (CAC) and cost-per-lead trends
• Maintenance agreement attach rates and renewal performance
• Analyze job-mix and pricing trends to identify drivers of ticket price compression or growth; distinguish between demand-side and pricing/mix issues.
• Develop forecasting models leveraging seasonal demand patterns, weather data, and historical booking rates to support staffing and inventory planning.
• Evaluate unsold estimate pipelines, WIP, and backlog metrics to provide forward-looking revenue visibility to the GM and Sales Manager.
• Stakeholder Partnership & Executive Communication
• Act as the analytical bridge between the FP&A team and the Home Services operational and sales leadership, translating financial findings into actionable operational guidance.
• Prepare and present segment performance decks and briefing materials for the SVP of Home Services and senior leadership reviews.
• Partner with the Home Services Sales Manager and sales team on sales performance analytics-highlighting high-conversion opportunities, underperforming markets, and pricing optimization levers.
• Collaborate with the VP of FP&A on any cross-segment financial modeling, special projects, or board-level deliverables requiring Home Services data.
• Communicate complex analytical findings in plain language; tailor delivery for field operations leaders as well as C-suite audiences.
• Data Integrity & Systems
• Serve as the data quality steward for Home Services reporting, ensuring accuracy and consistency of data flowing from ServiceTitan (or equivalent FSM software) into financial and BI systems.
• Partner with IT and operations teams to improve data pipelines, automate recurring reports, and eliminate manual data silos.
• Develop and maintain a single source of truth for segment KPIs, reconciling operational metrics with general ledger financials.
• Identify opportunities to leverage advanced analytics tools (SQL, Python, Power Query) to increase reporting efficiency and analytical depth.
• Required Qualifications & Skills
• Education
• Bachelor's degree in Finance, Accounting, Business, Statistics, Data Science, or a related field.
• FP&A Experience
• 2-5 years in a financial analysis or business analytics role; FP&A background strongly preferred.
• Data & BI Tools
• Proficiency in Power BI or Tableau (required); SQL (required); Advanced Excel including Power Query, Pivot Tables, and dynamic modeling.
• Financial Acumen
• Demonstrated ability to read, interpret, and construct P&L statements; variance analysis; budgeting and foreca

Additional Information

Job Description: Position Overview The Business Intelligence Analyst sits within the Financial Planning & Analysis (FP&A) organization as a direct report to the VP of FP&A, with a strong dotted-line relationship to the Home Services Segment. This hybrid role bridges rigorous financial analysis and operational data intelligence-translating complex datasets into decisions that drive segment profitability, sales performance, and operational efficiency. The analyst will serve as the primary quantitative partner for the Home Services General Managers, Home Services Sales Managers, and front-line sales teams, and will maintain a regular executive-level interface with the SVP of Home Services. While embedded day-to-day in the Home Services segment, this role is anchored in FP&A rigor-ensuring that all analysis, reporting, and recommendations meet the standards of board-level financial storytelling. Organizational Alignment Solid-Line Report VP, Financial Planning & Analysis Dotted-Line Partners SVP, Home Services; GM, Home Services; Sales Manager, Home Services Day-to-Day Collaboration Home Services Sales Team, Operations Leadership, FP&A Team Location Dallas, TX (Home Services Segment - On-site or Hybrid) Classification Full-Time | Individual Contributor

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