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Senior Financial Planning and Analysis Analyst

Servpro

  • Kenner, Louisiana
  • 3 days ago

    Highlights

    Working closely with the CFO, COO, General Managers, and executive leadership, this position will develop budgeting, forecasting, financial reporting, and analytical processes that drive strategic decision-making and business growth across five geographic markets. The role will transform financial and operational data into actionable insights, improve profitability, support long-term planning, and identify opportunities to leverage AI and automation to increase efficiency and enhance business performance.

    Numbers & Facts

    LocationKenner, Louisiana
    Websitehttps://www.servpro.com/

    Description

    Benefits:
    • Health insurance
    • Paid time off
    • Vision insurance
    • 401(k)
    • 401(k) matching
    • Dental insurance
    The Senior Financial Planning & Analysis (FP&A) Analyst is a newly created, high-impact role responsible for building and leading the company's FP&A function. Working closely with the CFO, COO, General Managers, and executive leadership, this position will develop budgeting, forecasting, financial reporting, and analytical processes that drive strategic decision-making and business growth across five geographic markets. The role will transform financial and operational data into actionable insights, improve profitability, support long-term planning, and identify opportunities to leverage AI and automation to increase efficiency and enhance business performance.

    Primary Responsibilities
    Financial Planning & Forecasting
    • Lead the annual budgeting process for all five markets.
    • Develop and maintain rolling monthly and quarterly forecasts.
    • Prepare and manage the company’s three-year financial plan.
    • Coordinate budget submissions from each market and ensure consistency across assumptions.
    • Work with the CFO and COO to establish revenue, margin, labor, overhead, and capital expenditure targets.
    • Develop scenario analyses including Base Case, Best Case, Downside Case, and economic sensitivity analyses.
    • Utilize AI-driven forecasting tools to enhance predictive accuracy and identify emerging trends.
    • Update forecasts as market conditions change.
    Financial Reporting & Performance Analysis
    • Develop and deliver timely financial reporting packages and executive dashboards that provide visibility into financial and operational performance. 
    • Analyze business performance across markets, divisions, customers, service lines, and individual projects to identify trends and opportunities. 
    • Monitor key financial and operational KPIs including revenue, profitability, margins, cash flow, working capital, labor productivity, and sales performance. 
    • Provide actionable insights and recommendations to improve profitability, operational efficiency, and long-term performance. 
    • Establish and monitor key performance indicators (KPIs) that align financial performance with operational execution.
    Financial Analysis & Decision Support
    • Perform variance analysis and identify the key drivers of financial and operational performance. 
    • Build financial models to evaluate profitability, pricing, resource allocation, capital investments, and other strategic initiatives. 
    • Support leadership with financial analysis for operational decisions, business planning, and investment opportunities. 
    • Translate complex financial information into clear recommendations for operational leaders.
    Strategic Business Partnership
    • Serve as a trusted financial advisor to the CFO, COO, and General Managers across all markets. 
    • Support strategic initiatives including geographic expansion, acquisitions, capital investments, and long-term planning. 
    • Prepare executive presentations and communicate financial insights that support informed decision-making. 
    • Prepare executive-level presentations and reporting packages for monthly operating reviews, quarterly business reviews, annual planning meetings, and other leadership presentations.
    Systems, Reporting & Process Improvement
    • Enhance financial reporting through advanced Excel modeling, business intelligence tools, and automation. 
    • Develop scalable reporting processes that improve accuracy, consistency, and efficiency across the organization. 
    • Identify opportunities to leverage AI and automation to streamline workflows, improve reporting, and strengthen decision-making. 
    • Maintain data integrity and establish standardized reporting practices across all markets.
    Qualifications
    Required
    • Bachelor’s degree in Finance, Accounting, Economics, or related field.
    • 5+ years of progressive FP&A, corporate finance, or financial analysis experience.
    • Strong proficiency with QuickBooks, including financial reporting and extraction of operational data.
    • Advanced Microsoft Excel skills, including complex financial models, Power Query, pivot tables, dashboards, and scenario analysis.
    • Experience with budgeting, forecasting, financial modeling, and variance analysis.
    • Strong understanding of GAAP financial statements.
    • Experience supporting multi-location or multi-business-unit organizations.
    • Excellent analytical, organizational, and communication skills.
    • Ability to present financial information clearly to operational leaders.
    • Familiarity with AI tools, data analytics platforms, or automation technologies.
    Preferred
    • Experience in restoration, construction, property services, or field service industries.
    • Familiarity with SERVPRO operations and restoration job costing.
    • Experience with business intelligence tools such as Power BI, Tableau, or similar reporting platforms.
    • Experience with acquisition analysis, valuation modeling, and financial due diligence.
    • Experience implementing or working with AI-driven analytics or automation tools.
    • MBA, CPA, CFA, or CMA designation.
    Success Measures
    Success in this role will be measured by:
    • Accurate and timely monthly financial reporting.
    • Forecast accuracy and budget discipline.
    • Quality and usefulness of executive dashboards.
    • Actionable recommendations that improve profitability and operational performance.
    • Successful completion of annual budgets and rolling forecasts.
    • Effective partnership with the COO and General Managers.
    • High-quality financial support for capital investments and acquisition decisions.
    • Identification and successful implementation of AI and automation initiatives that improve efficiency and insight.
    • Continuous improvement of reporting automation, financial processes, and analytical capabilities.




    All employees of a SERVPRO® Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO® Franchise. SERVPRO® Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.

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