[Hiring] Financial Planning & Analysis Analyst @Ambient Enterprises

Role Description

Ambient Enterprises National Service team is seeking a highly analytical and business-oriented FP&A Analyst to support the financial planning, forecasting, reporting, and performance management functions of its Nationwide Service organization. This role will provide financial insights that drive operational decision-making, improve profitability, and support the achievement of company-wide financial objectives.

The FP&A Analyst will partner closely with the Controller – National Service, Regional Accounting Managers, operational leadership, and other stakeholders to:

• Develop budgets and forecasts
• Analyze financial results
• Monitor key performance indicators (KPIs)
• Identify opportunities to improve revenue, gross margin, EBITDA, and overall business performance

This position will play a critical role in establishing consistent financial reporting and planning processes across a geographically dispersed, multi-division service organization. The ideal candidate combines strong financial modeling and analytical capabilities with the ability to translate complex financial information into actionable business recommendations.

Qualifications

• 3+ years of experience in financial planning and analysis, corporate finance, financial reporting, or management accounting preferred
• Experience with budgeting, forecasting, financial modeling, and variance analysis
• Experience supporting a multi-location, multi-division, or operationally complex organization preferred
• Experience in HVAC, field service, industrial services, construction services, or another labor-intensive service business is a plus
• Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookups, and data analysis
• Experience with Power BI, ERP, or similar business intelligence and reporting tools preferred
• Ability to consolidate and analyze large financial datasets from multiple business units and reporting sources
• Strong understanding of income statements, gross profit, operating expenses, EBITDA, and financial performance metrics
• Ability to build repeatable reporting processes and communicate financial results effectively
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required

Requirements

• Coordinate the annual budgeting process across the Nationwide Service organization
• Prepare monthly forecasts, quarterly projections, and full-year financial outlooks for revenue, gross profit, operating expenses, and EBITDA
• Analyze actual results against budget, forecast, and prior periods
• Develop and maintain financial models to support business planning
• Consolidate financial plans across divisions and regions
• Support scenario analysis and sensitivity modeling
• Prepare monthly financial reporting packages
• Develop and maintain standardized reporting across divisions
• Analyze revenue, gross profit, labor costs, overhead, and EBITDA trends
• Provide clear explanations of financial results
• Support monthly financial reviews with regional leaders and senior management
• Monitor financial performance against established targets
• Develop and maintain KPIs relevant to a nationwide HVAC service business
• Partner with operations to evaluate technician capacity, staffing levels, productivity, pricing, and service delivery economics
• Identify operational inefficiencies and quantify the financial impact of potential process improvements
• Analyze performance across locations, business units, and service offerings
• Support the development of financial metrics that connect operational activity to financial results
• Create executive-level dashboards, presentations, and financial summaries
• Develop reporting tools that provide timely visibility into business performance
• Support business cases for capital expenditures, hiring decisions, operational investments, and other strategic initiatives
• Perform ad hoc financial analyses to support leadership requests
• Assist with the evaluation of acquisitions and financial performance improvement opportunities
• Partner with accounting and operational teams to ensure financial and operational data is complete and accurate
• Support the development of automated reporting and standardized financial models
• Identify opportunities to streamline budgeting, forecasting, reporting, and financial analysis processes
• Collaborate with the accounting team to align financial reporting with the general ledger
• Support the use of Business Central and other relevant business systems

Benefits

• $105k - $130k based on experience, plus benefits

Company Description

Ambient Enterprises provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.