Financial Analyst

EMCOR Facilities Services, Inc.; Cincinnati (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

EMCOR Facilities Services, Inc. seeks a Financial Analyst to support budgeting, forecasting, and month-end close processes. You will prepare financial and operational presentations and drive KPI reporting for key clients.

The role emphasizes FP&A activities by service line, variance analysis, and partnering with account leadership to improve profitability and program outcomes, with travel up to 20%.

Qualifications

• Bachelor’s Degree in Finance or Accounting.
• Minimum of 5 years of related FP&A experience.
• Expert level Excel and PowerPoint; Tableau/Power BI experience preferred.
• Ability to travel up to 20%.
• Strong communication and relationship-building skills.

Responsibilities

• Drive client-facing FP&A activities, such as quarterly forecasts by service line, monthly budget-to-actual variance reports, and invoicing efficiency gains.
• Prepare financial and operational presentations for business reviews and lead discussions on account/program financial performance.
• Develop, maintain, and present key operational reporting tools to ensure KPI compliance (Excel, Power BI, Tableau).
• Partner with account leadership and operations to drive strategy, customer experience, and program outcomes.
• Track and monitor project financials, especially asset replacement activities; handle ad-hoc requests.

Skills

Public speaking

Attention to detail

Time management

Multi-tasking

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

PowerPoint

Tableau

Power BI

Job description

About Us

From commercial office space and manufacturing to retail portfolios, EMCOR Facilities Services (EFS) manages and supports over 1 billion square feet of facilities space for the nation's leading organizations. Utilizing skilled employees, best-in-class processes, and precise quality control standards, we help clients maintain their competitive edge 24/7/365. The result is high-performing facilities that help improve business productivity, reduce energy consumption and costs, and provide long-term value.

Job Summary

The Financial Analyst reporting to the Sr. Finance Manager is responsible for providing financial, operational and analytical support to key clients, both externally and internally throughout the organization. The Financial Analyst will work to ensure a superior understanding of the economic ramifications of all business decisions. This role is critical in the budgeting/forecasting process as well as monthly business review preparation and the month end close process. Special Project, ad hoc and strategic initiative related work is also a key aspect of this role

Essential Duties & Responsibilities

• Drive client-facing FP&A activities, such as quarterly forecasts by service line, monthly budget to actual variance report packages, and continued invoicing process efficiency gains
• Prepare financial and operational presentations for business reviews and lead internal discussions on account / program financial performance
• Drive operational performance by developing, maintaining and presenting key operational reporting tools to insure key account KPI compliance. (Excel, Power BI and Tableau)
• Partner with account leadership and operational team to drive strategic planning, customer experience and program outcomes
• Track and monitor project financials, particularly as it relates to asset replacement activities
• Ad-hoc project, requests, and analysis

Qualifications

• Bachelor’s Degree in Finance or Accounting
• Minimum of 5 Years of Related FP&A Experience
• Expert Level Excel and Power Point Skills. Tableau / Power BI Experience Preferred
• Ability to multi-task and work in matrix-organization
• Focuses on the achievement of objectives and standards. Experience in process improvement and maximizing profitability
• Builds and maintains relationships with both internal and external customers and works with them to meet or exceed their expectations
• Ability to travel for client meetings and business reviews. Estimated travel of 20%
• Strong public speaking skills
• Attention to detail and time management, as well as effective meeting management

Physical Demands

• Ability to work in an office environment using laptop, cell phone and office phones

Work Environment

• Will work in an office environment with periodic travel to customer locations, which may include office or work site

Equal Opportunity Employer

As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled

Affirmative Action Policy

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Geographic Disclosure

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