Senior Financial Reporting Analyst

FIRSTCALL MECHANICAL GROUP LLC • Austin, TX

18h • Hybrid

About The Position

FirstCall Group is seeking a Senior Regional FP&A Analyst to serve as the dedicated finance partner for a region, based in Austin or Dallas with a hybrid in-office arrangement and regular travel to branches. Reporting to the VP of Finance and working closely with the Regional Vice President and branch leaders, this role owns regional financial planning, forecasting, and performance analysis. It turns branch financial and operational data into actionable insight, explaining results and recommending actions.

The role prepares and helps run regional business reviews, owns the regional forecast, analyzes actual results against forecasts and budgets, supports commissions and incentive analysis, and delivers ad hoc analysis for regional and finance leadership. It combines branch-level analysis—including jobs, contracts, labor, and margins—with broader regional planning, while contributing to a developing technology-forward, AI-enabled FP&A function.

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 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 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, 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.
• 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 clear commentary and recommendations for operators.
• Identify regional financial risks and opportunities, and present them with recommended actions to the RVP and finance leadership.
• Prepare the monthly regional business review package covering branch and service-line results, 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 standard business review templates with corporate FP&A.
• Own and update the monthly and quarterly regional forecast with branch leaders using standard frameworks and models.
• Lead the annual regional budget process, including branch-level revenue, gross margin, labor, and operating expense plans.
• Model scenarios such as 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 write variance commentary.
• 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 with Sales, HR, and Accounting.
• Analyze commission plan effectiveness and costs against bookings, margin, and revenue, and recommend plan adjustments.
• Deliver ad hoc analysis on 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.
• Continue professional 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 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, LEAP, and the FirstCall Progression Program.
• $2,500 referral bonus per referral.
• 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