Revenue Analyst

Helios HVACR Services • Maitland, FL

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About The Position

The Revenue Analyst supports organization-wide revenue tracking, forecasting, budgeting, reporting, and analysis. This entry-level position is intended for a recent graduate or early-career professional seeking to develop in FP&A, with hands-on exposure to ERP systems and direct partnership with Sales. Reporting to the Director of FP&A, the role helps ensure revenue data is accurate and timely, contributes to revenue forecasts and the annual budget, and supports pricing and deal modeling. The analyst works closely with Finance, Sales, Client Management, and Operations and receives structured training and mentorship.

Requirements

• Bachelor’s degree in finance, accounting, economics, business analytics, or a related field.
• 0–2 years of experience in finance, accounting, or data analysis.
• Solid understanding of basic accounting and financial concepts, including revenue recognition, accruals, and the three financial statements.
• Intermediate to advanced Excel skills, including pivot tables, XLOOKUP/VLOOKUP, and building simple models.
• Hands-on experience with a BI tool such as Domo or Power BI; coursework or internship experience counts.
• Basic SQL skills for pulling and validating data, including SELECT statements, joins, filters, and aggregations.
• Strong analytical and problem-solving skills and high attention to detail.
• Clear written and verbal communication skills, including comfort presenting numbers to non-finance partners.
• Eagerness to learn, accept feedback, and grow in a fast-paced environment.
• Ability to manage multiple deadlines and priorities.
• Demonstrates analytical ability to interpret revenue and sales data and identify trends and drivers.
• Identifies data discrepancies and works toward accurate solutions.
• Able to learn new systems, processes, and business concepts quickly.
• Able to build proficiency in Excel, SQL, BI tools, SamPro, and Workday.
• Provides timely, reliable analysis to Sales and internal stakeholders.
• Builds working relationships across Finance, Sales, and Operations.
• Explains financial results clearly to non-finance audiences and prepares clear reports, commentary, and documentation.
• Contributes to team goals and supports close and budget cycles.
• Develops an understanding of how pricing, contracts, and operations drive revenue.
• Delivers accurate, well-checked work and demonstrates integrity and accountability in handling financial data.
• Adheres to company policies and supports company objectives.

Nice To Haves

• Recent graduates are encouraged to apply.
• Internship experience in FP&A, accounting, or a related area.
• Exposure to SamPro or Workday.

Responsibilities

• Track and report revenue by customer, region, branch, and service line.
• Support monthly revenue close activities, including billing reconciliations, review of deferred and unbilled revenue, and revenue-related journal entries.
• Prepare and distribute recurring reports on bookings, billings, backlog, and recurring contract revenue.
• Analyze revenue variances against budget, forecast, and prior periods and explain key drivers.
• Monitor service agreement renewals, cancellations, and price escalations to measure revenue retention.
• Build and maintain revenue dashboards and leadership KPIs.
• Assist with monthly and quarterly revenue forecasts in Workday using pipeline, backlog, contract, and historical trend data.
• Support the annual budget process by preparing revenue inputs, gathering assumptions from Sales and Operations, and loading budget data into Workday.
• Maintain forecast and budget models in Workday and Excel, documenting and version-controlling assumptions.
• Compare forecast accuracy with actual results and help improve forecasting methods.
• Support scenario and sensitivity analysis, including pricing changes, customer wins and losses, and seasonality.
• Help prepare budget-to-actual packages and revenue commentary for monthly leadership reviews.
• Support revenue-related data in SamPro and Workday, including billing, job, contract, and customer records.
• Audit and clean revenue master data, including customer records, service agreement setup, billing types, and job statuses.
• Identify and escalate billing or revenue data issues and assist Systems and Accounting with resolution.
• Participate in testing system enhancements and configuration changes related to billing and revenue.
• Use SQL and BI tools such as Domo or similar to extract, validate, and visualize revenue data.
• Develop and maintain documentation, standard operating procedures, and training materials for revenue processes.
• Partner with Sales to build pricing, proposal, and deal models for service agreements and projects.
• Analyze deal profitability and margin to inform Sales pricing decisions.
• Track sales pipeline, bookings, and win rates and connect sales activity to the revenue forecast.
• Support sales performance reporting, including quota attainment and commission calculations where applicable.
• Translate sales and operational data into clear insights and recommendations.
• Participate in cross-functional meetings with Sales, Client Management, and Operations to align on revenue drivers.

Benefits

• Health benefits beginning on day one, including an employee-only zero-cost option.
• 401(k) with company match.
• Generous paid time off in addition to paid holidays.
• Career growth opportunities and a promote-from-within culture.
• Continuing education and professional development through Helios University.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level