Sr. Financial Analyst

SERVICON; Culver City (CA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Performance bonuses

401(k) with company matching

Paid time off

Health benefits

Job summary

Servicon is seeking a Senior Financial Analyst to turn data into insights that drive margins, cash flow, and performance. In this hybrid role, you will partner with operational leaders to identify opportunities and improve financial results.

The ideal candidate has 5+ years in financial analysis, FP&A, or corporate finance, with strong Excel skills and experience inPlanful and SAP by Design. You will contribute to budgeting, forecasting, and executive reporting while ensuring data integrity.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive experience in financial analysis, FP&A, or corporate finance.
• Strong understanding of income statement, balance sheet, and cash flow interdependencies.
• Intermediate to advanced Excel skills with financial modeling, data analysis, and pivot tables.
• Excellent written and verbal communication skills.
• Preferred qualifications: Planful FP&A forecasting tools and ERP systems (SAP by Design).

Responsibilities

• Support annual budgeting and quarterly forecasting processes.
• Build and maintain financial models/templates to project revenue and margins.
• Develop sensitivity and scenario analysis to assess financial impact of operational decisions.
• Perform monthly financial close analysis, including detailed revenue, margin, SG&A for assigned sectors.
• Investigate and explain budget vs. actual, forecast vs. actual, and prior year variances.
• Track job-level performance and contract profitability.
• Analyze and track revenue trends to identify drivers of change including renewals and expansions.
• Evaluate operational KPIs including DSO, DIO, labor efficiency, and cost trends.
• Provide decision-support planning through detailed financial analysis and modeling.
• Participate in business reviews and provide financial insight to non-financial stakeholders.
• Prepare executive and board-level reporting materials with clear commentary.
• Improve reporting processes and data integrity.
• Assist with implementation of new financial tools, reporting structures, or automation initiatives.
• Ensure compliance with accounting policies and internal controls.

Skills

Excel

Analytical thinking

Communication skills

Education

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

Tools

Planful

SAP by Design

Job description

Who We Are

We are women-owned and operated, with nearly 50 years of expertise as a leading environmental solutions provider, focused on infection prevention for complex facilities. As a local, privately held company, we are agile and can maneuver quickly to support the needs of our people and clients.

Our goal is to become a trusted partner, not outsourced vendor.

One of our greatest strengths is our Culture of Caring. From our CEO to the front-line staff, Servicon embodies our vision of creating healthy environments for people to thrive. This results in greater client satisfaction and healthier outcomes. Meticulous adherence to infection prevention standards interwoven with compassionate service delivery is the key to success.

Servicon focuses on three essential elements for establishing a Culture of Caring and Excellence: People, Programs, and Performance. These components represent our strong value alignment, positively impacting patient care, infection prevention, and throughput.

The Role

Love turning numbers into meaningful business decisions? This opportunity is for you.

We’re looking for a Senior Financial Analyst who can go beyond the spreadsheets—someone who wants to understand the why behind the numbers, uncover the drivers of performance, and turn financial and operational data into insights that move the business forward.

In this hybrid role, you’ll partner closely with operational leaders to identify opportunities, improve margins and cash flow, and help shape stronger financial performance. If you’re analytical, curious, hands‑on, and energized by connecting the dots between data, operations, and strategy, we’d love to hear from you.

Come help us turn insights into action.

What You Will Do

We are seeking a highly analytical and detail-oriented Senior Financial Analyst to support financial planning, operational analysis, and executive reporting. This role requires a hands‑on professional who can dive deep into financial and operational data, identify drivers of performance, and translate complex variance analysis into actionable insights.

The ideal candidate will not only explain what happened, but why it happened — and partner with operational leaders to improve margins, cash flow, and overall financial performance.

Key Responsibilities:

Planning & Forecasting

• Support annual budgeting and quarterly forecasting processes.

• Build and maintain financial models/templates to project revenue and margins.

• Develop sensitivity and scenario analysis to assess financial impact of operational decisions.

Financial Analysis & Variance Reporting

• Perform monthly financial close analysis, including detailed revenue, margin, SG&A for assigned sectors and SG&A cost centers.

• Experience with inventory and consumables, including cost trends and usage

• Investigate and explain budget vs. actual, forecast vs. actual, and prior year variances.

• Track job‑level performance and contract profitability

• Analyze and track revenue trends to identify drives of change including renewals, contract expansions, new and lost business.

• Evaluate operational KPIs including DSO, DIO, labor efficiency, and cost trends.

• Identify trends, risks, and opportunities and proactively communicate insights to leadership.

Operational Partnership

• Partner with operations leaders to understand business drivers and cost structure.

• Analyze labor, material, and overhead variances at a detailed level.

• Evaluate contract performance, margin movement (i.e. margin improvement/erosion), and cost pass-through dynamics.

• Provide decision support planning through detailed financial analysis, financial modeling and/or scenario analysis.

• Participate in business reviews and provide financial insight to non-financial stakeholders.

Reporting & Executive Communication

• Prepare executive and board‑level reporting materials with clear and concise commentary.

• Improve reporting processes to enhance accuracy, efficiency, and transparency.

Process Improvement & Controls

• Improve financial reporting processes and data integrity.

• Assist with implementation of new financial tools, reporting structures, or automation initiatives.

• Ensure compliance with accounting policies and internal controls (i.e. invoice and expense report approvals).

What It Takes To Be Successful

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

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

• Strong understanding of income statement, balance sheet, and cash flow interdependencies.

• Intermediate to advanced Excel skills require, with demonstrated ability to build financial models, analyze/manipulate data sets, use complex formulas (INDEX/MATCH or XLOOKUP), pivot tables and ability build and calculate scenario analysis.

• Highly motivated, achievement driven, and committed to delivering accurate high-quality work products

• Strong analytical and problem-solving skills with the ability to apply critical thinking to complex financial and operational issues.

• Excellent written and verbal communication skills.

• Preferred qualifications: Hands‑on experience with Planful (or similar FP&A forecasting tools) for budgeting, forecasting, and reporting and ERP systems (e.g. SAP by Design)

Why You Will Love It Here

• Hybrid work schedule (2-3 days a week in office or on‑site)

• The satisfaction of driving real change in the industry and people’s lives

• A diverse community of people who are driven by a shared purpose

• A business that acts with integrity in all interactions with co‑workers, leaders, and customers

• We value others and build success by appreciating differences in thought, opinion, background skills, and perspectives

• An environment of continuous learning and development

• Flat organizational structures which elevate employees’ level of responsibility

• Competitive base salary

• Incentive and annual performance-based bonuses

• Safe harbor 401(k) with company matching.

• Paid time off including vacation, sick, holidays, bereavement, jury duty

• Exceptional health benefits with low costs (medical/dental/vision)

• Life, accident, & disability insurance

• Employee assistance program (EAP)