Job Description
Job DescriptionDescription:
The FP&A Operations Analyst role exists to connect financial planning with operational execution by delivering deep, actionable analytics that improve efficiency, profitability, and decision-making across pest and pool operations. This role partners closely with the CFO, Finance, Operations, Sales, and branch leadership to translate complex operational data into insights that drive measurable performance improvements and scalable growth.
Key Contributions
- Lead operational and financial analytics to identify trends, risks, and improvement opportunities across pest and pool service lines.
- Conduct variance analysis between forecasts, budgets, and actual operational performance to improve accountability and forecasting accuracy.
- Build, maintain, and enhance real-time dashboards and reporting tools that provide leadership with clear visibility into performance, cost management, labor efficiency, and branch-level results.
- Partner with Finance, Operations, Sales, and branch leaders to align financial plans with operational strategies and execution realities.
- Analyze sales performance, pricing strategies, and customer acquisition trends to support revenue growth initiatives.
- Monitor cost drivers, labor utilization, and technician productivity; support the CFO in implementing cost-saving initiatives and optimizing workforce allocation.
- Ensure data integrity and accuracy across financial, operational, CRM, and reporting systems.
- Proactively generate insights and recommendations that directly inform operational initiatives, improve customer experience, and increase profitability.
Success Metrics
- Deliver timely, accurate, and decision-ready dashboards and reports aligned to established weekly, monthly, and quarterly cadences.
- Maintain = 98% accuracy in financial and operational reporting and data integrity.
- Identify and support initiatives that drive measurable improvements in efficiency, cost control, labor utilization, or profitability.
- Improve forecast accuracy through effective variance analysis and operational insight.
- Demonstrate strong partnership satisfaction from the CFO, executive team, and operational leaders.
- Influence strategic decisions by clearly connecting operational KPIs to financial outcomes and business performance.
Growth Impact
- Drives profitability by uncovering inefficiencies and optimization opportunities in labor, pricing, and service delivery.
- Enables scalable growth by building repeatable, real-time analytics and reporting infrastructure across expanding operations.
- Strengthens operational execution by providing leadership with transparent, data-driven visibility into branch and service-line performance.
- Supports revenue growth by identifying sales and customer acquisition opportunities across pest and pool divisions.
- Elevates executive decision-making by translating operational complexity into clear, financially grounded insights.
Capabilities & Strengths
- Advanced Analytical Thinking: Synthesizes complex operational and financial data into clear, actionable insights.
- Cross-Functional Influence: Effectively partners with Finance, Operations, Sales, and field leadership to align strategy and execution.
- Executive Communication: Translates data into concise narratives that support CFO and leadership decision-making.
What Success Looks Like in the Role
- Becomes a trusted analytical partner to the CFO and leadership team.
- Provides real-time, actionable insight into branch performance, labor efficiency, and profitability.
- Directly influences operational initiatives that drive measurable improvements in sales, margins, and customer experience.
- Serves as the go-to resource for translating operational metrics into financial outcomes and strategic recommendations.
Requirements:
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
- 2–4 years of experience in FP&A, operational analytics, or a similar analytical role.
- Strong proficiency in Excel and financial modeling, with hands-on experience working with KPIs and operational data.
Preferred Qualifications
- Experience with BI and visualization tools (Power BI, Tableau) and ERP or CRM systems.
- Exposure to service-based, multi-branch, or field-driven environments (home services, pest, pool, or similar).
- MBA, CFA, or equivalent advanced analytical training.