Senior Revenue Analyst – Mechanical Services

Newcomb and Company•Raleigh, NC

12h

About The Position

We are a full-service mechanical contractor providing customers in the commercial, residential, and industrial sectors with innovative, energy-efficient heating and air conditioning services, automation and controls, industrial piping, new construction design and installation, and maintenance and replacement services. The Senior Revenue Analyst is responsible for analyzing, forecasting, and optimizing revenue performance across mechanical service lines, including HVAC, plumbing, and related service contracts. This role partners closely with operations, accounting, and field leadership to ensure accurate revenue recognition, margin analysis, and data-driven decision-making in a project-based and service-oriented environment.

Requirements

Bachelor’s degree in Accounting
5–8+ years of experience in revenue analysis, FP&A, or accounting
Knowledge of ASC 606 revenue recognition standards
Strong understanding of job costing and service contract revenue
Advanced Excel and data analysis skills
Strong analytical and problem-solving skills
Ability to translate financial data into operational insights
Excellent communication and cross-functional collaboration
Detail-oriented with strong organizational skills
Ability to work in a fast-paced, project-based environment

Nice To Haves

Experience in mechanical services, construction, or field service industries
Experience with ERP systems used in construction/service industries
CPA (preferred but not required)
Experience with BI tools

Responsibilities

Analyze revenue trends across service, maintenance, and project-based work
Monitor key performance indicators (KPIs) such as billable utilization, job margins, backlog, and contract performance
Prepare monthly, quarterly, and annual revenue reporting packages
Identify and explain variances between actuals, forecast, and budget
Develop and maintain revenue forecasts by service line, region, and customer segment
Partner with operations to project backlog conversion and service demand
Support annual budgeting and long-range planning processes
Provide scenario modeling for pricing, labor rates, and contract structures
Ensure accurate revenue recognition in accordance with ASC 606 (percentage-of-completion, service contracts, time-and-material billing)
Partner with accounting to review WIP (Work in Progress), unbilled revenue, and deferred revenue
Support audits by providing documentation and analysis related to revenue transactions
Analyze job costing data, including labor, materials, and subcontractor costs
Monitor project margins and identify risk areas or cost overruns
Evaluate service contract performance and renewal pricing strategies
Recommend process improvements to enhance profitability
Collaborate with project managers, service managers, and dispatch teams
Provide financial insights to improve scheduling efficiency, labor utilization, and pricing decisions
Develop dashboards and reporting tools for field and leadership teams
Work with ERP systems (Coins OA)
Maintain data integrity for revenue, job costing, and billing records
Automate reporting processes using Excel, Power Query, Power BI, or other tools