Senior Financial Reporting Analyst

FIRSTCALL MECHANICAL GROUP LLC • Atlanta, GA

3d • Hybrid

About The Position

FirstCall Group is seeking a senior regional FP&A analyst to serve as the dedicated finance partner for a Southeast region. The role is based in Atlanta or Charlotte preferred and is hybrid in-office, with regular travel to branches in Georgia, the Carolinas, and Florida. 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 analyst turns financial and operational data from branches into clear insights and recommendations. The work includes preparing and helping lead monthly regional business reviews, owning the regional forecast, analyzing actual results against forecast and budget, supporting commissions and incentive analysis, and delivering ad hoc analysis for regional and finance leadership. The role also contributes to building a standardized, technology-forward FP&A function across approximately 25 operating entities, using reporting, dashboards, AI, and automation to support analysis and decision-making.

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 skills with finance leaders 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 at 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, another field service management platform, or BI/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, supporting operating decisions.
• Work with branch accounting teams on month-end close, revenue and WIP recognition, cost coding, and data quality.
• Translate branch and service-line results into clear commentary and recommendations for operators.
• Identify regional financial risks and opportunities and recommend actions to regional and finance leadership.
• Prepare monthly regional business review packages covering branch and service-line results, KPIs, forecasts, and follow-up items.
• Help facilitate regional business reviews, lead discussions on variances and trends, and track action items through completion.
• Maintain and improve standard business review templates with corporate FP&A.
• Own and update monthly and quarterly regional forecasts with branch leaders using standard frameworks and models.
• Lead the regional annual budget process, including branch-level revenue, gross margin, labor, and operating expense plans.
• Model planning scenarios involving headcount, pricing, backlog timing, and large-project phasing.
• Lead monthly analysis of actual results against forecast and budget at regional, branch, and service-line levels, and explain the drivers.
• 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 calculation, validation, and analysis of regional sales commissions and incentive plans in collaboration with Sales, HR, and Accounting.
• Analyze commission plan effectiveness and cost against bookings, margin, and revenue, and recommend adjustments.
• Deliver ad hoc analysis for regional and finance 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 corporate FP&A to maintain consistent data definitions, models, and templates across regions.

Benefits

• Competitive weekly pay.
• Medical, dental, and vision coverage, including some company-paid plans.
• 401(k) retirement savings plan with a 5% match.
• Life insurance.
• 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.
• Company vehicle or vehicle allowance.
• Mobile phone or phone allowance.
• Uniforms and work boot allowances.

What This Job Offers

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