Senior Analyst - Financial Planning and Analysis

SERVPRO of Metairie; Kenner (LA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

SERVPRO of Metairie is seeking a Senior Analyst, FP&A to build and lead budgeting, forecasting, financial reporting, and analytics across five markets. You will work with the CFO/COO and executives to transform data into actionable insights, set targets, and drive growth.

This role develops rolling forecasts, a three-year plan, and scenario analyses while leveraging AI and automation to improve accuracy and efficiency, delivering executive dashboards and recommendations to boost profitability.

Qualifications

• 5+ years of FP&A, corporate finance, or financial analysis experience.
• Strong proficiency with Excel modeling, dashboards, and scenarios.
• Experience budgeting, forecasting, financial modeling, and variance analysis.
• Familiarity with GAAP financial statements and multi-location operations.
• Experience with AI tools, data analytics platforms, or automation technologies.

Responsibilities

• Lead the annual budgeting process for five markets.
• Develop and maintain rolling monthly and quarterly forecasts.
• Prepare and manage the company's three-year financial plan.
• Coordinate budget submissions from each market and ensure consistency of assumptions.
• Establish revenue, margin, labor, overhead, and capex targets with leadership.
• Develop scenario analyses including Base, Best, and Downside cases.

Skills

Advanced Excel

Financial modeling

Data analysis

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

QuickBooks

Job description

Benefits

• Health insurance


• Paid time off


• Vision insurance


• 401(k)


• 401(k) matching


• Dental insurance

The Senior Analyst, Financial Planning & Analysis (FP&A) is a newly created, high-impact role responsible for building and leading the company's FP&A function. Working closely with the CFO, COO, General Managers, and executive leadership, this position will develop budgeting, forecasting, financial reporting, and analytical processes that drive strategic decision-making and business growth across five geographic markets. The role will transform financial and operational data into actionable insights, improve profitability, support long-term planning, and identify opportunities to leverage AI and automation to increase efficiency and enhance business performance.

Primary Responsibilities

• Lead the annual budgeting process for all five markets.


• Develop and maintain rolling monthly and quarterly forecasts.


• Prepare and manage the company's three-year financial plan.


• Coordinate budget submissions from each market and ensure consistency across assumptions.


• Work with the CFO and COO to establish revenue, margin, labor, overhead, and capital expenditure targets.


• Develop scenario analyses including Base Case, Best Case, Downside Case, and economic sensitivity analyses.


• Utilize AI-driven forecasting tools to enhance predictive accuracy and identify emerging trends.


• Update forecasts as market conditions change.

Financial Reporting & Performance Analysis

• Develop and deliver timely financial reporting packages and executive dashboards that provide visibility into financial and operational performance.


• Analyze business performance across markets, divisions, customers, service lines, and individual projects to identify trends and opportunities.


• Monitor key financial and operational KPIs including revenue, profitability, margins, cash flow, working capital, labor productivity, and sales performance.


• Provide actionable insights and recommendations to improve profitability, operational efficiency, and long-term performance.


• Establish and monitor key performance indicators (KPIs) that align financial performance with operational execution.

Financial Analysis & Decision Support

• Perform variance analysis and identify the key drivers of financial and operational performance.


• Build financial models to evaluate profitability, pricing, resource allocation, capital investments, and other strategic initiatives.


• Support leadership with financial analysis for operational decisions, business planning, and investment opportunities.


• Translate complex financial information into clear recommendations for operational leaders.

Strategic Business Partnership

• Serve as a trusted financial advisor to the CFO, COO, and General Managers across all markets.


• Support strategic initiatives including geographic expansion, acquisitions, capital investments, and long-term planning.


• Prepare executive presentations and communicate financial insights that support informed decision-making.


• Prepare executive-level presentations and reporting packages for monthly operating reviews, quarterly business reviews, annual planning meetings, and other leadership presentations.

Systems, Reporting & Process Improvement

• Enhance financial reporting through advanced Excel modeling, business intelligence tools, and automation.


• Develop scalable reporting processes that improve accuracy, consistency, and efficiency across the organization.


• Identify opportunities to leverage AI and automation to streamline workflows, improve reporting, and strengthen decision-making.


• Maintain data integrity and establish standardized reporting practices across all markets.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field.


• 5+ years of progressive FP&A, corporate finance, or financial analysis experience.


• Strong proficiency with QuickBooks, including financial reporting and extraction of operational data.


• Advanced Microsoft Excel skills, including complex financial models, Power Query, pivot tables, dashboards, and scenario analysis.


• Experience with budgeting, forecasting, financial modeling, and variance analysis.


• Strong understanding of GAAP financial statements.


• Experience supporting multi-location or multi-business-unit organizations.


• Excellent analytical, organizational, and communication skills.


• Ability to present financial information clearly to operational leaders.


• Familiarity with AI tools, data analytics platforms, or automation technologies.

Preferred

• Experience in restoration, construction, property services, or field service industries.


• Familiarity with SERVPRO operations and restoration job costing.


• Experience with business intelligence tools such as Power BI, Tableau, or similar reporting platforms.


• Experience with acquisition analysis, valuation modeling, and financial due diligence.


• Experience implementing or working with AI-driven analytics or automation tools.


• MBA, CPA, CFA, or CMA designation.

Success Measures

• Accurate and timely monthly financial reporting.


• Forecast accuracy and budget discipline.


• Quality and usefulness of executive dashboards.


• Actionable recommendations that improve profitability and operational performance.


• Successful completion of annual budgets and rolling forecasts.


• Effective partnership with the COO and General Managers.


• High-quality financial support for capital investments and acquisition decisions.


• Identification and successful implementation of AI and automation initiatives that improve efficiency and insight.


• Continuous improvement of reporting automation, financial processes, and analytical capabilities.

Senior FPA Analyst or Senior Financial Planning & Analysis (FP&A) Analyst
All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise. SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.