Financial Analyst II - FP&A

Building automation and controls teams support hundreds of commercial clients. Our service division runs more than 300 technicians across New Mexico. Licensing and apprenticeship school are paid for.

The role

The Financial Analyst II - FP&A builds budgets, forecasts and monthly variance reports for operating leaders. Hybrid: two days in the office in Santa Fe, the rest from home.

Your responsibilities

• Prepare monthly variance analysis against budget and prior year
• Improve forecasting processes and cut manual steps out of the model
• Develop dashboards in Power BI or Tableau for leadership
• Update KPIs such as gross margin, CAC and revenue per employee
• Support board deck preparation with charts and commentary
• Present monthly results to operating leaders and explain key drivers

What you need

• 3-5 years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Bachelor's degree in finance, accounting or economics
• Comfortable presenting to non-finance managers
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Strong attention to detail in large models

Preferred

• SQL for pulling your own data
• CPA, CFA Level I or MBA

The salary range for this role is $85,000 - $101,000/year. This range reflects base salary only.

Perks and benefits

• Health insurance
• 401(k) with a 100% match up to 5%
• 11 paid holidays
• Life insurance
• Flexible schedule
• Dental insurance
• Profit sharing

EOE. We participate in E-Verify.

Start dates are flexible, usually within a few weeks of an offer.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at AAB Heating & Air.