HVAC Financial Analyst

Mechanical One; Orlando (FL); On-site; USD 25,000 - 44,000; Part time

Benefits offered by this job

Mentorship from leadership

Executive exposure

Job summary

Mechanical One is seeking a finance-focused student or recent grad to join our Orlando team in a hands-on role. You will work directly with leadership on financial reporting, forecasting, and data analysis across markets and customers.

You will use advanced Excel and Power BI to build models, track KPIs, and support budgeting. This in-office role offers real exposure to executive decision making and rapid in-market learning.

Qualifications

• Current student or recent graduate at University of Central Florida (Finance, Accounting).
• Strong in Excel with formulas and pivots.
• Analytical mindset with attention to detail.
• High ownership and low ego.

Responsibilities

• Build and maintain financial models (revenue, margin, forecasting).
• Support monthly business reviews and KPI tracking.
• Analyze job-level profitability, labor trends, and purchasing data.
• Assist in budgeting and forecasting (FY26 AOP and beyond).
• Work with large datasets (Advanced Excel required; Power BI a plus).
• Identify issues and propose solutions.

Skills

Excel

Power BI

Analytical mindset

Ownership

Education

University of Central Florida finance/accounting student or grad

Tools

Power BI

Job description

Description

Location: Orlando, FL (In-Office)

Type: Part-Time or Full-Time (Flexible with School Schedule if MBA Student)

About Us

Mechanical One is one of the fastest-growing residential HVAC, Plumbing, and Electrical platforms in the Southeast. We operate with a simple philosophy: move fast, think like owners, and hold a high standard.

This is not a "sit back and learn someday" role.

You will be in the business, working directly with leadership, helping drive decisions that impact real dollars.

Opportunity

We are looking for a hungry, high-capacity student who wants real exposure to finance, operations, and growth.

You will work directly with our leadership team on:

• Financial reporting
• Forecasting (AOP / business planning)
• Data analysis across markets, trades, and customers
• Operational problem solving

What You’ll Be Doing

• Build and maintain financial models (revenue, margin, forecasting)
• Support monthly business reviews and KPI tracking
• Analyze job-level profitability, labor trends, and purchasing data
• Assist in budgeting and forecasting (FY26 AOP and beyond)
• Work with large datasets (ADVANCED Excel required, Power BI a plus)
• Identify issues ? bring solutions (not just observations)
• Favorite Font - Arial 11

Requirements

What We’re Looking For

• Current student or recent graduate at University of Central Florida (Finance, Accounting)
• Strong in Excel (you know your way around formulas and pivots)
• Analytical mindset with attention to detail
• High ownership / low ego
• Comfortable working in a fast-paced, high-expectation environment
• Willing to be in-office and engaged with the team
• Nike-level work ethic - you show up early, stay late when needed, and take pride in outworking expectations (this is not a clock-in/clock-out role)
• Purchasing and/or ServiceTitan experience preferred
• You currently live in the Orlando, Fl area

What You’ll Get

• Direct exposure to executive-level decision making
• Real financial and operational experience (not theoretical)
• Mentorship from leadership
• Opportunity to grow

What This Role Is (And IS NOT)

• IS - Empire Builder role ? you will be challenged
• NOT - Passive role - You will work in the office
• IS live presentation skills NOT a Teams Meeting Environment
• IS for someone who wants to accelerate their career by 3-5 years