Manager, FP&A and Commercial Analytics

Universal Plant Services, Inc.; Deer Park (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Universal Plant Services, Inc. seeks a Manager, FP&A — Commercial Analytics Focus to join our finance team, in a high-visibility role at the intersection of Finance, Sales, Operations, and Business Systems.

You will lead budgeting, forecasting, performance analysis, and reporting while driving analytics on pipeline, bookings, revenue and margin. The ideal candidate has strong financial acumen, hands-on CRM/BI experience, and a proven ability to translate data into actionable leadership

Qualifications

• 6–8+ years of FP&A and Commercial Analytics experience.
• Experience with budgeting, forecasting, variance analysis.
• Experience in industrial services or similar B2B environment.
• Strong Excel and BI/reporting tool proficiency.
• Ability to translate complex data into actionable leadership recommendations.

Responsibilities

• Support budgeting and operating plan for revenue, gross margin, and key expenses across units.
• Lead forecasts by incorporating pipeline, backlog, and financial assumptions.
• Perform monthly/ quarterly variance analysis against budget and forecast.
• Develop driver-based financial models including scenario analysis.
• Analyze profitability by unit, service line, customer, and job.
• Support monthly management reporting and executive/Board presentations.
• Partner with Accounting on close activities and revenue timing.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

P&L analysis

Data storytelling

Cross-functional collaboration

Excel

Communication skills

Leadership

Education

Bachelor’s degree in Finance

MBA (preferred)

Tools

Salesforce

Power BI

Tableau

Job description

We are looking for a Manager, FP&A — Commercial Analytics Focus to join our FP&A team in a highly visible role at the intersection of Finance, Sales, Operations, and Business Systems.

This role combines core Financial Planning & Analysis (FP&A) with Commercial Analytics, giving leadership a clear view of business performance from pipeline and bookings through revenue and margin.

You will support budgeting, forecasting, financial performance analysis, and management reporting while also leading the analytics and reporting processes that provide visibility into pipeline, bookings, sales performance, and future revenue. The ideal candidate brings strong financial acumen and analytical capabilities, along with hands-on experience working with commercial and sales data.

This is an opportunity for someone who enjoys both the financial side of the business and the commercial side—someone who can work comfortably in a financial model one day, investigate CRM data the next, and then translate the findings into a clear recommendation for senior leadership.

What You’ll Do

• Support the annual budget and operating plan for revenue, gross margin, and key operating expenses across business units and service lines.
• Assist with monthly and quarterly rolling forecasts by incorporating pipeline, backlog, operational, and financial assumptions.
• Prepare monthly and quarterly variance analysis against budget, forecast, and prior year and help identify key business drivers and corrective actions.
• Build and maintain driver-based financial models, including scenario and sensitivity analysis.
• Analyze profitability and margin performance by business unit, service line, customer, and job.
• Support monthly management reporting and executive and Board presentations.
• Partner with Accounting on close activities, accruals, revenue timing, and reconciliation of commercial and financial results.
• Provide financial analysis supporting strategic initiatives, capital decisions, and acquisitions.

Commercial Analytics & Revenue Performance

• Own reporting and analysis of pipeline, bookings, expected revenue, and commercial performance across business units.
• Track the commercial funnel from opportunity through quote, purchase order, bookings, and ultimately revenue.
• Analyze conversion rates, pipeline movement, aging, probability, and timing to identify trends and potential revenue gaps.
• Lead the weekly pipeline review process and consolidate commercial forecasts with Operations and FP&A.
• Develop reporting that distinguishes between committed, probable, and longer-term revenue opportunities.
• Measure how sales activity converts into opportunities, proposals, bookings, and revenue.
• Analyze performance by salesperson, account, geography, business unit, service line, and end market.
• Develop dashboards and scorecards covering pipeline coverage, bookings, revenue outlook, win rates, forecast accuracy, proposal cycle time, margin trends, and other commercial KPIs.
• Translate complex data into concise insights and actionable recommendations for leadership.

Reporting, Data & Process Improvement

• Reconcile Salesforce opportunities with quote logs, purchase orders, job records, and other commercial and financial data to identify discrepancies, duplicates, omissions, and timing differences.
• Build and maintain repeatable reporting in Excel, Power BI, Salesforce, and other relevant platforms.
• Establish consistent definitions for pipeline stages, forecast categories, probabilities, and commercial KPIs.
• Improve the reliability and consistency of commercial reporting across business units and reduce reliance on fragmented spreadsheets and manual processes.
• Identify root causes of reporting discrepancies and establish repeatable controls to improve data quality.
• Ensure CRM data accurately reflects opportunities, customer activity, expected timing, probability, and commercial outcomes.
• Partner with Sales leadership, IT, and Business Systems to improve CRM reporting, tracking, integrations, and data quality.
• Continuously improve reporting and processes so teams spend less time compiling information and more time acting on it.

Sales Performance & Cross-Functional Partnership

• Support Finance and Sales leadership in setting sales targets and quotas and track individual and team performance against targets and commercial KPIs.
• Provide analytical support for incentive compensation calculations and develop clear, auditable performance reporting.
• Serve as a key analytical partner to Sales, Operations, Finance, Business Development, Marketing, and Business Systems.
• Help align commercial forecasts with operational capacity and financial expectations.
• Support integration of acquired businesses into common commercial processes, reporting standards, and systems.
• Conduct market and industry research to support market sizing, demand analysis, and growth opportunities.

What success Looks Like

Success in this role means creating a reliable, connected view of the business from opportunity to quote, purchase order, bookings, revenue, and margin and tying that view back to the budget and forecast.

You will help leadership answer questions such as:

• Where is future revenue coming from?
• How is actual performance tracking against plan?
• Which opportunities are likely to convert, and when?
• Where are revenue or margin risks developing?
• What is driving performance across our businesses and markets?
• Where should the organization focus next?

The successful candidate will become a trusted analytical partner to leadership, providing both the numbers and the insight needed to make faster, better-informed decisions.

What we’re Looking For

We’re looking for someone who is equally comfortable supporting a budget and forecast as they are analyzing a sales pipeline. You enjoy working with data, asking questions, finding the story behind the numbers, and turning analysis into action.

The strongest candidates will bring:

• 6–8+ years of progressive experience spanning FP&A and Commercial Analytics, Revenue Operations, Sales Operations, Commercial Finance, Business Analytics, or related functions.
• Hands-on experience with budgeting, forecasting, variance analysis, financial modeling, and P&L/margin analysis.
• Experience with commercial reporting, pipeline tracking, revenue forecasting, and KPI development.
• Experience supporting a complex B2B sales, industrial services, field services, or project-based organization.
• Experience working cross-functionally across Sales, Operations, Finance, and Business Systems.
• A demonstrated ability to turn complex financial and commercial data into meaningful business insights and recommendations.

Required Skills

• Strong analytical and problem-solving skills.
• Strong financial acumen, including budgeting, forecasting, P&L analysis, and driver-based financial modeling.
• Advanced Excel and financial modeling skills.
• Experience with Salesforce or another CRM/database and related reporting tools.
• Experience with Power BI, Tableau, Salesforce reporting, or similar business intelligence platforms.
• Strong data management and process improvement capabilities.
• Excellent communication and presentation skills, including the ability to communicate effectively with senior leaders.
• Strong attention to detail and commitment to data accuracy.
• Ability to organize complex information into clear, repeatable reporting processes.
• Ability to influence cross-functional teams and drive adoption of new processes and tools.

Preferred Qualifications

• Bachelor’s degree in Finance, Business Administration, Operations Management, Marketing, Analytics, or a related field.
• MBA or advanced business degree is a plus.
• Experience in industrial services, field services, energy, refining, petrochemical, power generation, or another complex project-based business.
• Experience developing forecasting models, KPI dashboards, sales analytics, or commercial operating rhythms.

Why This Role Matters

This is a highly visible role with the opportunity to help shape how the organization understands and manages its business.

You’ll have the opportunity to build better connections between commercial activity, operational performance, and financial results—improving the quality of information available to leaders and helping teams make better decisions.

If you enjoy building structure from complexity, finding insights in data, improving visibility, and partnering with teams across the business, this role offers an opportunity to make a meaningful impact on the company’s continued growth.