Financial Analyst, Service Business Unit

PwrQ Holdings LLC•Columbus, OH

About The Position

The Financial Analyst is a member of the Finance team supporting the Services business unit. The role provides financial analysis, reporting, forecasting, and decision support to Service leadership and operational teams, partnering with Service Operations, Sales, and Finance to assess performance, identify trends and opportunities, and communicate actionable financial insights. Areas of focus include service revenue, labor productivity, technician utilization, gross margin, backlog, operating expenses, and working capital. The position supports budgeting and forecasting, analyzes actual results against budget, forecast, and prior year, prepares management reporting, and develops financial models, dashboards, and analytical tools. The analyst also evaluates revenue, pricing, margin, expenses, and operational performance; supports business decisions and strategic initiatives; and identifies ways to automate and improve recurring reporting. The role follows financial policies, controls, and reporting procedures and may support audit requests. The position can be located in Columbus, Ohio; Hanover, Maryland; or Dayton, Minnesota.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
2–5 years of relevant financial analysis, FP&A, accounting, or business analytics experience.
Strong financial modeling and analytical skills.
Advanced Excel skills.
Strong understanding of financial statements and P&L drivers.
Ability to analyze large datasets and identify meaningful trends.
Strong communication and presentation skills.
Ability to work effectively with Finance and operational stakeholders.
High attention to detail and commitment to data accuracy.
Analytical, intellectually curious, and commercially minded, with the ability to translate complex data into actionable business insights.
Highly organized and detail-oriented, with strong problem-solving skills and a proactive approach to identifying risks and opportunities.
Able to partner confidently with operational leaders, challenge assumptions, and influence decision-making through thoughtful analysis.
Able to explain financial concepts and recommendations to financial and non-financial audiences.
Collaborative and accountable, willing to take ownership and work in a fast-paced, dynamic environment.

Nice To Haves

Experience supporting a service, field service, distribution, industrial, or manufacturing business.
Experience in a large, multi-entity, or public company environment.
Experience with ERP systems, financial planning and analysis tools, and business intelligence platforms such as Power BI.
Experience with CRM or field service management systems.
Strong background in financial analysis, including revenue, gross margin, profitability, and operational performance metrics.

Responsibilities

Support the annual budget, operating plan, and periodic forecasting processes for the Service business.
Prepare monthly forecasts for revenue, gross margin, operating expenses, and other key financial metrics.
Partner with Service leadership to understand forecast assumptions, risks, and opportunities.
Analyze actual results against budget, forecast, and prior year; explain significant variances and provide recommendations.
Maintain financial models and forecasting tools used by Service leadership.
Analyze and report on Service business drivers, including service revenue, technician labor utilization, labor productivity, gross margin, pricing and rate realization, backlog, warranty costs, and operating expenses.
Translate operational performance into financial implications and communicate key trends to leadership.
Prepare monthly Service financial reporting and management packages; develop dashboards and recurring reports.
Identify key risks, opportunities, and emerging trends, and improve reporting efficiency while ensuring information is accurate, timely, and consistent.
Partner with Service leaders to provide financial insight and decision support, including analysis of pricing and contract profitability, staffing and technician capacity, labor utilization, service offerings, and strategic or operational initiatives.
Analyze revenue trends by customer, geography, service offering, contract type, and other relevant dimensions; monitor pricing, volume, mix, rate realization, gross margin, and cost drivers.
Identify margin improvement opportunities and support leadership in understanding the financial impact of pricing and operational decisions.
Monitor Service operating expenses against budget and forecast; analyze labor, travel, vehicle, facility, technology, and other costs; identify unusual trends and cost-management opportunities.
Partner with managers to improve expense forecasting and accountability.
Extract, analyze, and reconcile data from ERP, CRM, and other service management reporting systems.
Develop and maintain financial models and analytical tools; use data to identify trends, relationships, and performance opportunities.
Support automated reporting and dashboards and ensure analytical outputs are accurate and appropriately documented.
Identify opportunities to simplify and automate recurring financial analysis and reporting, reduce manual spreadsheet-based processes, and improve reporting consistency and efficiency.
Partner with Finance Systems, FP&A, and IT teams on reporting and analytics enhancements.
Follow established financial policies, controls, and reporting procedures; support accurate and timely financial information and maintain documentation and controls over analyses and reporting.
Support internal and external audit requests as needed and maintain confidentiality of sensitive financial and business information.