Senior Financial Planning Analyst

Interstate AC; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Interstate AC is seeking an FP&A Analyst to support financial planning, budgeting, forecasting, reporting, and strategic analysis. You will partner with operational leaders and senior management to provide insights that improve profitability, cash flow, and overall performance.

The role requires strong analytical skills, business acumen, and the ability to translate data into actionable recommendations for non-financial stakeholders.

Qualifications

• Bachelor's degree in finance and/or accounting; MBA or CPA preferred but not required.
• 2–5 years of FP&A, corporate finance, accounting, or related analytics experience.
• Experience with budgeting, forecasting, financial modeling and data analysis.
• Experience in HVAC, plumbing, or construction sectors is a plus.

Responsibilities

• Assist with annual budgeting and quarterly forecasting process
• Develop and maintain financial models to support planning activities
• Analyze variances between actual results, budget, and forecast
• Prepare monthly financial reports and management dashboards
• Analyze trends in revenue, gross margin, operating expenses, labor, and EBIT
• Identify key business drivers and performance indicators – correlate to financial results
• Support month-end close analysis and reporting

Skills

Analytical skills

Attention to detail

Communication with leadership

Organizational skills

Time management

Multitasking

Continuous improvement mindset

Financial storytelling

Education

Bachelor’s degree in Finance and / or Accounting

MBA or CPA preferred but not required

Tools

Microsoft Excel

Sage Intacct

ServiceTitan

BI tools

Job description

The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the company’s financial planning, budgeting, forecasting, reporting, and strategic analysis functions. The ideal candidate combines strong analytical skills, business acumen, attention to detail, and the ability to communicate financial information clearly to non-financial stakeholders. This role partners with operational leaders and senior management to provide financial insights that improve decision‑making, profitability, cash flow, and overall business performance.

Key Responsibilitie

• gAssist with annual budgeting and quarterly forecasting processe
• sDevelop and maintain financial models to support planning activitie
• sAnalyze variances between actual results, budget, and forecas
• isPrepare monthly financial reports and management dashboar
• dsAnalyze trends in revenue, gross margin, operating expenses, labor, and EBIT
• DAIdentify key business drivers and performance indicators – correlate to financial resul
• tsSupport month-end close analysis and reporti

ng Business Partners

• hipWork closely with department leaders to understand operational performa
• nceProvide financial insights and recommendations to improve profitability and efficie
• ncySupport pricing, cost analysis, and operational decision-mak
• ingAssist leadership with strategic initiatives and special proje

cts Data & Sys

• temsMaintain and improve financial models, reporting tools, and dashbo
• ardsUtilize ERP, accounting, and BI systems to extract and analyze
• dataHelp improve financial processes, controls, and reporting accu
• racyEnsure consistency and integrity of financial

data Strategic & Ad Hoc Ana

• lysisConduct profitability analysis by customer, product, branch, or service
• lineAssist with cash flow forecasting and working capital ana
• lysisSupport M&A, due diligence, lender reporting, or board presentations as n
• eededPerform ad hoc financial analyses for manag

ement Qualific

ationsEdu

• cationBachelor’s degree in Finance and / or Accou
• nting,MBA or CPA preferred but not re

quired Exp

• erience2–5 years of experience in FP&A, corporate finance, accounting, or related analytic
• al roleExperience with budgeting, forecasting, financial modeling and data analysis
• skillsExperience in industries such as commercial technician services in HVAC, Plumbing or construction pr

eferred Technica

• l SkillsAdvanced Microsoft Excel skills
• requiredExperience with ERP/accounting systems such as Service Titan, Sage Intacct, p
• referredExperience with BI/reporti

ng tools Key Com

• petenciesStrong analytical and problem-solving
• abilitiesHigh attention to detail and
• accuracyAbility to communicate effectively with leadership and operati
• ons teamsStrong organizational and time manageme
• nt skillsAbility to manage multiple priorities and
• deadlinesIntellectual curiosity and continuous improvemen
• t mindsetAbility to translate financial data into actionable business

insights Preferred Traits f

• or SuccessCommercially minded, not just accounti
• ng-focusedComfortable working with large
• data setsProactive and self
• -motivatedAble to challenge assumptions re
• spectfullyStrong business partnersh
• ip mindsetAbility to simplify complex financia

l concepts Reportin

• g StructureRep
• orts to CFOMay work closely with operations leadership, sales leadership, accounting team, and executive