A FirstCall Mechanical Company
SENIOR FINANCIAL REPORTING ANALYST
Central Region – Austin or Dallas; Hybrid in-office with regular travel to branches in New Orleans, Columbus, Chicago, Ft. Smith OK.
WHO IS FIRSTCALL MECHANICAL?
FirstCall Group is a growing, private equity-backed commercial HVAC and mechanical services company operating across the Southeast, Mid-Atlantic, Northeast, Ohio Valley, and Texas/TOLA markets. Our branches deliver planned maintenance, service, retrofit, and construction work to commercial customers, and the business is organized into three operating regions, each led by a Regional Vice President.
Finance is building a technology-forward FP&A function that pairs a centralized reporting and forecasting platform with analysts embedded in each region. We are standardizing forecasting, reporting, and KPIs across roughly 25 operating entities (primarily on BuildOps and Sage Intacct) and leaning heavily on AI and automation so the team spends its time on analysis and decision support rather than data assembly.
BENEFITS OVERVIEW
FirstCall Mechanical values our employees' well-being, growth, and success! Employees are offered a robust benefits package, including:
• Competitive Weekly Pay
• Comprehensive Healthcare Coverage - Medical, Dental, Vision, + More (Includes some 100% Company-paid plans)
• Financial Resources - 401(k) Retirement Savings Plan with a 5% match, Life Insurance, Short & Long-Term Disability
• Time-Off & Holidays - Up to 4 weeks of Paid Off, 9 Paid Holidays + Veterans Day for Veterans
• Career Growth & Development- Company-sponsored education and career advancement programs like the FirstCall Academy, the Learning & Education Assistance Program (LEAP), and the FirstCall Progression Program
• Generous Referral Bonus of $2,500 per referral
• Role-Specific Perks - Company vehicle or allowance, mobile phone or phone allowance, uniforms, and work boot allowances
POSITION OVERVIEW
FirstCall Group is seeking a Senior Regional FP&A Analyst to serve as the dedicated finance partner to their respective region. Reporting to the VP of Finance and working day to day with the Regional Vice President and branch leaders, this person owns the financial planning, forecasting, and performance analysis for their region.
The Senior Regional FP&A Analyst turns financial and operational data from our branches into clear, actionable insight: what happened, why, and what the region should do about it. The role is hands-on and highly visible. You will prepare and help run the regional business reviews, own the regional forecast, explain actuals against forecast and budget, support commissions and incentive analysis, and take on ad hoc analysis for the RVP and finance leadership.
This position fits someone who enjoys digging into branch-level detail (jobs, contracts,labor, margins) while keeping sight of the bigger picture, and who wants to help build a modern, AI-enabled FP&A function from an early stage.
JOB RESPONSIBILITIES
Regional business partnering
• Serve as the primary finance partner to the Regional Vice President and branch general managers, bringing a finance perspective to operating decisions
• Collaborate closely with the local accounting teams at the branches on month-end close, revenue and WIP recognition, cost coding, and data quality so that reported results are accurate and explainable
• Translate branch and service-line results into plain-language commentary and recommendations for operators
• Identify financial risks and opportunities in the region early and bring them to the RVP and finance leadership with a recommended course of action
Regional business reviews
• Prepare the monthly regional business review package: results by branch and service line (planned maintenance, service, retrofit, construction), KPIs, forecast, and follow-up items
• Help facilitate the review with the RVP, drive the discussion on variances and trends, and track action items to closure
• Maintain and improve the standard review template in partnership with the corporate FP&A team so all three regions report on a consistent basis
Forecasting and budgeting
• Own the regional forecast: build and update the monthly and quarterly forecast with branch leaders using the company's standard forecasting framework and models
• Lead the annual budget process for the region, including branch-level revenue, gross margin, labor, and operating expense plans
• Model scenarios (headcount, pricing, backlog timing, large project phasing) to support regional planning
Actuals vs. forecast and budget analysis
• Lead monthly variance analysis of actuals against forecast and budget at the region, branch, and service-line level, and write the narrative behind the numbers
• Analyze revenue, gross margin, labor productivity and utilization, job and contract profitability, backlog, WIP and percentage-of-completion results, and operating expenses
• Monitor the regional KPI set and flag deviations that need operator attention
Commissions and incentive analysis
• Support the calculation, validation, and analysis of sales commissions and incentive plans for the region, working with Sales, HR, and Accounting
• Analyze commission plan effectiveness and cost against bookings, margin, and revenue, and recommend plan adjustments
Ad hoc analysis and process improvement
• Deliver ad hoc analysis for the RVP, VP of Finance, and senior leadership: customer and contract profitability, pricing, capital requests, and acquisition integration tracking as needed
• Contribute to the build-out of FP&A reporting, dashboards, and AI-enabled automation, and help bring newly acquired or legacy-system entities onto the standard reporting cadence
• Work with the corporate FP&A lead to keep data definitions, models, and templates consistent across regions
ACCOUNTABILITIES
• Continual learning and development in the body of knowledge through FirstCall Academy, to ensure we set the bar for skill level in the industry
• Elite level of customer service, to ensure we continue to be the FirstCall for potential employees in the industry
ORGANIZATIONAL ALIGNMENT
This position reports to the VP of Finance.
Qualifications
- 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; comfortable building and maintaining driver-based forecast models
- Strong understanding of financial statements, budgeting, forecasting, and variance analysis
- Proven ability to analyze complex financial and operational data independently and turn it into clear recommendations
- Strong business acumen and the ability to connect financial results to operational drivers (labor, jobs, contracts, backlog)
- Effective communicator with both finance leadership and non-finance operators; comfortable 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
PREFERRED EXPERIENCE
- Private equity-backed company experience, including sponsor reporting
- Commercial HVAC, mechanical, MEP, facilities services, or other multi-location, labor-driven service business experience
- Familiarity with construction and project accounting concepts: WIP, percentage-of-completion, backlog, and job costing
- Experience with commissions or incentive compensation analysis
- Experience with Sage Intacct, BuildOps or another field service management platform, and BI/reporting tools (e.g., Power BI)
- Exposure to AI tools and automation in a finance or analytics setting
- Exposure to M&A, acquisition integration, or multi-entity consolidation
WHAT SUCCESS LOOKS LIKE IN THE FIRST YEAR
- The RVP and branch leaders treat you as their go-to finance partner and bring questions to you before decisions are made
- The regional business review runs on a consistent monthly cadence with a package that is accurate, on time, and focused on the few things that matter
- The regional forecast is credible: branch leaders own their inputs, and forecast-to-actual variances narrow quarter over quarter
- Variance commentary explains the drivers (labor, job margin, backlog timing, pricing), not just the arithmetic
- Commission and incentive analyses are delivered on schedule and trusted by Sales, HR, and Accounting
- You have contributed at least one meaningful improvement to the shared FP&A templates, dashboards, or automation
BEHAVIORAL PROFILE
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem-solving and prioritizing multiple tasks.
Environmental Requirements
Will be required to work in a field environment, and multiple customer sites on a daily basis.
Physical Demands
While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds, frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
FirstCall does not accept unsolicited resumes, employment applications or inquiries from recruiters, employment agencies or individual job seekers. Applicants who are selected to proceed to the next stage of FirstCall’s process will be contacted directly by a member of our team. Please note that we are unable to provide individual feedback to all applicants. Applications will stay active in our system for 60 days, and after 60 days applicants will need to reapply for the role.
