Senior Financial Reporting Analyst

FIRSTCALL MECHANICAL GROUP LLC • Austin, TX

4d • Hybrid

About The Position

FirstCall Group is seeking a Senior Regional FP&A Analyst to serve as the dedicated finance partner for a Central Region, based in Austin or Dallas. The position is hybrid in-office and requires regular travel to branches in New Orleans, Columbus, Chicago, and Ft. Smith, Oklahoma. Reporting to the VP of Finance and working closely with the Regional Vice President and branch leaders, the analyst owns regional financial planning, forecasting, and performance analysis. The role translates branch financial and operational data into clear insights and recommendations, supports regional business reviews, explains actual results against forecasts and budgets, and analyzes commissions and incentives. It also contributes to building a technology-forward, AI-enabled FP&A function with standardized reporting, forecasting, KPIs, and automation across the company's operating entities.

FirstCall Group is a growing, private equity-backed commercial HVAC and mechanical services company operating across several U.S. regions. Its branches provide planned maintenance, service, retrofit, and construction work to commercial customers. The company is standardizing reporting and forecasting across approximately 25 operating entities, primarily using BuildOps and Sage Intacct.

The position requires a bachelor's degree in Finance, Accounting, Economics, or a related field and 5–8 years of progressive experience in FP&A, corporate finance, transaction advisory, or a related analytical finance role. Preferred experience includes private equity-backed businesses, commercial HVAC or other multi-location service businesses, construction and project accounting, incentive analysis, Sage Intacct or BuildOps, BI tools, AI-enabled finance automation, and M&A or acquisition integration.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5–8 years of progressive experience in FP&A, corporate finance, transaction advisory, or a related analytical finance role.
• Advanced Excel and financial modeling skills, including the ability to build and maintain driver-based forecast models.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Ability to independently analyze complex financial and operational data and turn it into clear recommendations.
• Strong business acumen and ability to connect financial results to operational drivers such as labor, jobs, contracts, and backlog.
• Effective communication with finance leadership and non-finance operators, including comfort presenting in business reviews.
• High degree of ownership and comfort with ambiguity in a fast-paced, evolving environment.
• Willingness to travel within the region to branches as needed.

Nice To Haves

• Experience in a private equity-backed company, including sponsor reporting.
• Experience in commercial HVAC, mechanical, MEP, facilities services, or another multi-location, labor-driven service business.
• Familiarity with construction and project accounting concepts, including WIP, percentage-of-completion, backlog, and job costing.
• Experience with commissions or incentive compensation analysis.
• Experience with Sage Intacct, BuildOps or another field service management platform, and BI or reporting tools such as Power BI.
• Exposure to AI tools and automation in a finance or analytics setting.
• Exposure to M&A, acquisition integration, or multi-entity consolidation.

Responsibilities

• Serve as the primary finance partner to the Regional Vice President and branch general managers, bringing a finance perspective to operating decisions.
• Collaborate with branch accounting teams on month-end close, revenue and WIP recognition, cost coding, and data quality.
• Translate branch and service-line results into plain-language commentary and recommendations for operators.
• Identify regional financial risks and opportunities and present them to the RVP and finance leadership with recommended actions.
• Prepare the monthly regional business review package, including results by branch and service line, KPIs, forecasts, and follow-up items.
• Help facilitate regional business reviews, lead discussion of variances and trends, and track action items to completion.
• Maintain and improve the standard review template with corporate FP&A so that reporting is consistent across regions.
• Own and update the monthly and quarterly regional forecast with branch leaders using company forecasting frameworks and models.
• Lead the region's annual budget process, including branch-level revenue, gross margin, labor, and operating expense plans.
• Model scenarios involving headcount, pricing, backlog timing, and large-project phasing.
• Lead monthly analysis of actual results against forecast and budget at the regional, branch, and service-line levels, and write variance narratives.
• Analyze revenue, gross margin, labor productivity and utilization, job and contract profitability, backlog, WIP, percentage-of-completion results, and operating expenses.
• Monitor regional KPIs and flag deviations requiring operator attention.
• Support the calculation, validation, and analysis of regional sales commissions and incentive plans in collaboration with Sales, HR, and Accounting.
• Analyze commission plan effectiveness and costs against bookings, margin, and revenue, and recommend plan adjustments.
• Deliver ad hoc analysis for the RVP, VP of Finance, and senior leadership, including customer and contract profitability, pricing, capital requests, and acquisition integration tracking.
• Contribute to FP&A reporting, dashboards, and AI-enabled automation, and help integrate acquired or legacy-system entities into standard reporting.
• Work with the corporate FP&A lead to keep data definitions, models, and templates consistent across regions.
• Pursue continual learning and development through FirstCall Academy and provide a high level of customer service.

Benefits

• Competitive weekly pay.
• Comprehensive healthcare coverage, including medical, dental, and vision, with some 100% company-paid plans.
• 401(k) retirement savings plan with a 5% match.
• Life insurance and short- and long-term disability coverage.
• Up to four weeks of paid time off.
• Nine paid holidays plus Veterans Day for veterans.
• Company-sponsored education and career advancement programs, including FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program.
• $2,500 referral bonus per referral.
• Role-specific perks including a company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot allowances.

What This Job Offers

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