Financial Analyst – Revenue & Operations
Accentuate Staffing is currently recruiting for a Financial Analyst – Revenue & Operations to analyze, forecast, and optimize financial performance across mechanical service operations, including HVAC, plumbing, service agreements, and project-based work.
This position serves as a key business partner to Operations, Accounting, Project Management, and Field Leadership teams by providing financial insights that drive profitability, improve forecasting accuracy, and support strategic decision-making.
The ideal candidate combines strong financial analysis skills with experience in job costing, revenue forecasting, operational reporting, and performance improvement within a service, construction, or project-based environment.
Responsibilities:
Revenue Analysis & Financial Reporting
- Analyze revenue trends across service, maintenance, contract, and project-based business lines
- Develop and deliver monthly, quarterly, and annual financial reporting packages
- Monitor key performance indicators including revenue growth, backlog, utilization, margins, and contract performance
- Analyze financial results and provide explanations for variances between actual performance, forecasts, and budgets
- Create dashboards and reporting tools to support leadership decision-making
Forecasting & Business Planning
- Develop revenue forecasts by service line, region, customer segment, and operational team
- Partner with Operations leaders to evaluate backlog, demand trends, capacity, and revenue opportunities
- Support annual budgeting and long-range financial planning initiatives
- Perform scenario modeling related to pricing, labor costs, staffing, and contract performance
Job Costing & Profitability Analysis
- Analyze job-level financial performance including labor, materials, subcontractor costs, and gross margins
- Identify profitability risks, cost overruns, and opportunities for improvement
- Review service contracts and project performance to support pricing and renewal strategies
- Provide recommendations to improve operational efficiency and profitability
Revenue Recognition & Accounting Partnership
- Support accurate revenue recognition processes in accordance with ASC 606 guidelines
- Partner with Accounting on WIP (Work in Progress), unbilled revenue, deferred revenue, and contract analysis
- Assist with audit requests by providing financial documentation and supporting analysis
Operational & Cross-Functional Support
- Collaborate with Project Managers, Service Managers, Dispatch, and Field Leadership
- Provide financial insights to improve scheduling, labor utilization, pricing decisions, and resource planning
- Identify opportunities to streamline reporting and improve business processes
Systems & Data Management
- Utilize ERP systems (Coins OA or similar platforms) to analyze financial and operational data
- Maintain accuracy and integrity of revenue, billing, and job costing information
- Improve reporting efficiencies through advanced Excel skills and automation tools
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of experience in financial analysis, revenue analysis, FP&A, or operational finance
- Strong understanding of revenue recognition principles (ASC 606)
- Experience analyzing job costing, project profitability, or service-based revenue
- Advanced Excel skills with experience building financial models and reports
- Strong analytical ability with attention to detail
Preferred:
- Experience within mechanical services, HVAC, plumbing, construction, or field service industries
- Experience with construction/service ERP systems (Coins OA preferred)
- Experience with Power BI or other reporting tools
- Advanced Excel skills are required
- CPA or advanced certification a plus
