Senior FP&A Analyst: AI-Driven Financial Planning

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

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.