HVAC Financial Analyst

Mechanical One, LLC; Town of Florida (NY); On-site; Full time

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