Company
Residential Home Services
FP&AAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“FP&A Analyst. Skills: Financial Planning, Financial Analysis, Financial Modeling. Prepare financial reporting packages. Analyze revenue trends”
Industry & Context.
Problem-solving abilities
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Economics, Business, or related field, 0-2 years of experience in FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, or related analytical role, Financial modeling and analytical skills, Solid understanding of financial statements and variance analysis, Advanced Microsoft Excel skills, PowerPoint and presentation development skills, Excellent analytical, organizational, and problem-solving abilities, Attention to detail, Ability to manage multiple priorities, Excellent written and verbal communication skills
Nice to Have
Experience within a multi-location, service-based, or private equity-backed organization, Knowledge of the residential home services industry, ServiceTitan experience, Experience with ERP systems and financial reporting tools, Familiarity with Power BI, Tableau, or other business intelligence platforms, MBA, CPA, or CFA designation (or active pursuit), Experience supporting budgeting, forecasting, and strategic planning processes, Demonstrated ability to improve reporting processes and forecasting accuracy
What You'll Do.
Prepare financial reporting packages
Analyze revenue trends
Analyze gross margin trends
Analyze operating expense trends
Identify key drivers of business performance
Track key performance indicators
Report key performance indicators
Provide actionable insights
Provide recommendations
Assist with annual budgeting
Assist with quarterly forecasting
Develop financial models
Maintain financial models
Support long-range planning
Analyze forecast-to-actual variances
Identify opportunities
Evaluate capital investments
Evaluate business initiatives
Partner with Accounting teams
Partner with Operations teams
Understand operational drivers
Understand financial performance
Identify opportunities for operational improvements
Identify cost efficiencies
Support acquisition integration
Assist in development of FP&A reporting tools
Assist in enhancement of FP&A reporting tools
Assist in development of dashboards
Assist in enhancement of dashboards
Assist in automation initiatives
Support implementation of financial planning systems
Support optimization of financial planning systems
Support implementation of reporting systems
Support optimization of reporting systems
Create sophisticated Excel models
Maintain sophisticated Excel models
How You'll Work.
Team & Collaboration
Partner with finance leaders; Partner with accounting leaders; Partner with operational leaders; Work with business leaders
Communication Scope
Executive presentations; Board-level reporting
Full Job Description
## Description FP&A Analyst Location: King of Prussia, PA - must be local to area Reports To: VP, Financial Planning & Analysis Salary: $85,000 - $110,000 About Us We are a national leader in the residential home services industry and one of the fastest-growing platforms in the country. While we specialize in HVAC, plumbing, and electrical services, we like to think of ourselves as a customer service company first. With more than 45 locations and 3,000 employees across the Northeast, Mid-Atlantic, and Midwest, we continue to expand through both organic growth and strategic acquisitions. Backed by a premier private equity sponsor, we are building a best-in-class organization and looking for talented individuals who want to grow alongside us. Position Summary We are seeking an FP&A Analyst to join our growing Finance team. This role will play a critical part in supporting financial planning, forecasting, reporting, and business analysis across a rapidly growing multi-location organization. The ideal candidate is highly analytical, detail-oriented, and comfortable working in a fast-paced environment. This individual will partner closely with finance, accounting, and operational leaders to provide meaningful insights that drive business performance and support strategic decision-making. This is an excellent opportunity for an early-career finance professional looking to gain exposure to executive leadership, private equity-backed growth, acquisitions, and complex multi-site operations. Experience supporting a service-based business, particularly within the residential home services industry, is highly valued. What You'll Do Financial Reporting & Analysis Prepare monthly, quarterly, and annual financial reporting packages for executive and regional leadership teams. Analyze revenue, gross margin, labor, and operating expense trends to identify key drivers of business performance. Track and report key performance indicators (KPIs) across regions and business units. Provi
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