Financial Planning Consultant

Financial Planning & Analysis

• Own monthly gross margin analysis (Revenue & CoGS) for field services, hardware, and performance payouts
• Explain differences between forecast and actual results and identify root causes
• Build and maintain driver-based models, including shortfall liability and reserve forecasts
• Run sensitivity analysis to evaluate risks and support investment decisions

Operations Partnership

• Partner with Residential and Commercial Operations leaders on cost performance
• Analyze technician productivity, vendor costs, and key drivers of service expenses
• Define and track operational metrics that impact gross margin
• Support Board and Quarterly Business Review materials with clear, data-backed insights

Data, Systems & Process (30%)

• Ensure operational data from Salesforce and field systems ties to financial results
• Work with Accounting to ensure job costs, recoveries, and reserves are recorded correctly
• Improve data quality, reporting processes, and financial visibility as the business grows
• Lead ad hoc analysis across Revenue & COGS as needed
• Driving process simplification, consolidation, standardization and automation (RPA/QPA) Tools
• Exposure in Planning/Budgeting/Forecasting Tools like Cube, Planful, Anaplan, etc.,

Who You Are

• Strong ownership mindset and attention to detail
• Comfortable working with large, imperfect datasets and resolving discrepancies
• Able to move between detailed analysis and clear communication
• Curious about operational drivers and focused on understanding the why behind results

Experience You'll Need

• 10+ years in FP&A, Transaction Services (preferably from Non Banking industry),
• Advanced Excel skills and experience building complex, driver-based models
• Experience analyzing margins, job costing, unit economics, or project-level profitability
• Experience working with Planning, Forecasting tools and ERP/CRM systems
• Experience with data visualization tools (Tableau, Power BI, or similar)

Experience That's a Plus

• Experience in renewable energy, field services, HVAC, or logistics
• Experience in a high-growth or operationally complex environment
• Familiarity with subscription or performance-based revenue models