Financial Planning & Analysis Analyst

Ambient Enterprises•New York, NY

1d•$105,000 - $130,000

About The Position

Ambient Enterprises National Service team is seeking a highly analytical and business-oriented FP&A Analyst to support financial planning, forecasting, reporting, and performance management for its Nationwide Service organization. The role provides financial insights to inform operational decisions, improve profitability, and support company-wide financial objectives. The analyst partners with the Controller – National Service, Regional Accounting Managers, operational leadership, and other stakeholders to develop budgets and forecasts, analyze results, monitor KPIs, and identify opportunities to improve revenue, gross margin, EBITDA, and overall business performance. The position helps establish consistent financial reporting and planning processes across a geographically dispersed, multi-division service organization. It combines financial modeling and analysis with communicating complex financial information as actionable business recommendations. MIH Systems Group operates in the HVAC services field, optimizing complex HVAC systems in buildings. Its teams support clients from new-construction design through operation of existing buildings. HVAC services include equipment start-up, preventive maintenance, break/fix repair, and equipment retrofits. Ambient team professionals focus on cost-effective client solutions.

Requirements

At least 3 years of experience in financial planning and analysis, corporate finance, financial reporting, or management accounting is preferred.
Experience with budgeting, forecasting, financial modeling, and variance analysis.
Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookups, and data analysis.
Ability to consolidate and analyze large financial datasets from multiple business units and reporting sources.
Strong understanding of income statements, gross profit, operating expenses, EBITDA, and financial performance metrics.
Ability to build repeatable reporting processes and communicate financial results effectively.
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.

Nice To Haves

Experience supporting a multi-location, multi-division, or operationally complex organization is preferred.
Experience in HVAC, field service, industrial services, construction services, or another labor-intensive service business is a plus.
Experience with Power BI, ERP, or similar business intelligence and reporting tools is preferred.

Responsibilities

Coordinate annual budgeting across the Nationwide Service organization with regional accounting and operational leaders.
Prepare monthly forecasts, quarterly projections, and full-year outlooks for revenue, gross profit, operating expenses, and EBITDA.
Analyze actual results against budget, forecast, and prior periods; identify variances, drivers, risks, and opportunities.
Develop and maintain financial models for business planning, resource allocation, growth initiatives, and management decisions.
Consolidate financial plans across divisions and regions.
Conduct scenario analysis and sensitivity modeling related to revenue, labor costs, pricing, staffing, and operating expenses.
Prepare monthly financial reporting packages, including income statements, budget-to-actual comparisons, variance analyses, and management summaries.
Maintain standardized, consistent, accurate, and transparent reporting across divisions.
Analyze revenue, gross profit, labor costs, overhead, and EBITDA trends to identify drivers and improvement opportunities.
Explain financial results and translate data into actionable insights for finance and operational leadership.
Support monthly financial reviews with regional leaders and senior management.
Monitor performance against targets and timely communicate emerging risks and unfavorable trends.
Develop and maintain KPIs relevant to a nationwide HVAC service business.
Partner with operations to evaluate technician capacity, staffing, productivity, pricing, and service delivery economics.
Identify operational inefficiencies and quantify the financial impact of potential process improvements.
Compare performance across locations, business units, and service offerings to identify best practices and improvement opportunities.
Develop financial metrics connecting operational activity to financial results.
Create executive-level dashboards, presentations, and financial summaries for the Controller and senior leadership.
Develop reporting tools that provide visibility into performance, financial trends, and progress against strategic objectives.
Support business cases for capital expenditures, hiring decisions, operational investments, and strategic initiatives.
Perform ad hoc financial analyses for leadership requests, business reviews, and management decisions.
Assist with evaluating acquisitions, integration initiatives, and financial performance improvement opportunities as needed.
Partner with accounting and operational teams to ensure financial and operational data is complete, accurate, and consistently defined.
Support automated reporting and standardized financial models across the Nationwide Service organization.
Identify opportunities to streamline budgeting, forecasting, reporting, and analysis processes.
Collaborate with accounting to align reporting with the general ledger and ensure consistent financial definitions across divisions.
Support the use of Business Central and other business systems to improve data accessibility and reporting efficiency.