Senior FP&A Analyst: Strategic Planning & Forecasting

HomeServe USA; Winnipauk (CT); On-site; USD 90,000 - 110,000; Full time

Job summary

HomeServe USA is seeking a Sr. Financial Analyst in FP&A to develop, analyze and present strategic business initiatives. You will partner across Finance, Marketing, Operations, and IT to deliver forecast insights, KPI dashboards and variance analyses.

The role requires strong financial modeling, data-driven decision support and timely executive-level storytelling. Responsibilities include annual budgets, quarterly plans, ESG reporting to Brookfield, and a five-year financial model.

Qualifications

• Bachelor of Science degree in Finance related field (MBA Preferred).
• Minimum of 4 years of relevant business analytics experience.
• Expert in MS Excel and financial modeling with exposure to reporting tools such as Brio, Tableau, Alteryx and Hyperion Planning.
• Demonstrated success building, maintaining and governing analytical models.
• Able to communicate effectively across all functions and levels, including presenting ideas and analysis to senior management.
• Well organized, detail oriented with ability to work under pressure and meet deadlines while managing multiple concurrent tasks.
• Able to work effectively in a team setting, including being receptive and objective when encountering diverse points of view.
• Ad-hoc responsibilities as assigned.

Responsibilities

• Partner with key business owners to prepare annual budget presentations, quarterly strategic plans, monthly forecasts, and weekly reporting including KPI reporting.
• Support annual budget and monthly forecast processes using Hyperion Planning.
• Provide monthly forecast reporting and annual ESG reporting and adapt to Brookfield requirements.
• Contribute to the five-year financial model and EBITDA targets.
• Lead ad-hoc projects to drive growth and operational improvements.
• Communicate with stakeholders and ensure accuracy and integrity of information.
• Automate and improve analysis and reporting, develop exception reporting and data quality controls.

Skills

Financial modeling

Variance analysis

Forecasting

Cross-functional collaboration

Communication

Education

Bachelor of Science in Finance or related field

MBA preferred

Tools

MS Excel

Brio

Tableau

Alteryx

Hyperion Planning

Job description

HomeServe USA is seeking a Sr. Financial Analyst in FP&A to develop, analyze and present strategic business initiatives. You will partner across Finance, Marketing, Operations, and IT to deliver forecast insights, KPI dashboards and variance analyses.

The role requires strong financial modeling, data-driven decision support and timely executive-level storytelling. Responsibilities include annual budgets, quarterly plans, ESG reporting to Brookfield, and a five-year financial model.