The Financial Analyst is a key member of the Finance team supporting the Services business unit. This role provides financial analysis, reporting, forecasting, and decision support to Service leadership and operational teams. The analyst will partner closely with Service Operations, Sales, and Finance to understand business performance, identify trends and opportunities, and provide actionable financial insights.
The role will have particular focus on service revenue, labor productivity, technician utilization, gross margin, backlog, operating expenses, and working capital. The ideal candidate combines strong financial and analytical skills with a practical understanding of business operations and the ability to communicate insights clearly with non-financial leaders.
This position can be located in Columbus, OH, Hanover, MD, or Dayton, MN.
Key Responsibilities
Financial Planning & Forecasting
- Support the annual budget, operating plan, and periodic forecasting processes for the Service business.
- Prepare monthly forecasts for revenue, gross margin, operating expenses, and other key financial metrics.
- Partner with Service leadership to understand forecast assumptions, risks, and opportunities.
- Analyze actual results against budget, forecast, and prior year.
- Identify significant variances and provide explanations and recommendations.
- Maintain financial models and forecasting tools used by Service leadership.
Service Business Performance
Analyze and report on key Service business drivers, including:
- Service revenue across product offerings
- Field Technician labor utilization
- Labor productivity
- Gross margin
- Pricing and rate realization
- Backlog
- Warranty costs
- Operating expenses
- Translate operational performance into financial implications and communicate key trends to leadership.
Management Reporting
- Prepare monthly Service financial reporting and management packages.
- Develop dashboards and recurring reports for Service leadership.
- Provide clear analysis of actual results versus budget, forecast, and prior year.
- Identify key risks, opportunities, and emerging trends.
- Improve reporting efficiency and reduce manual reporting activities.
- Ensure financial information is accurate, timely, and consistent.
Business Partnership
Partner with Service leaders to provide financial insight and decision support.
Responsibilities may