Job Description

Job Summary

The FP&A Financial Analyst plays a critical role in supporting the financial health and strategic growth of our tri-trade services business, which operates across plumbing, HVAC, and electrical service lines. This role is responsible for budgeting, forecasting, variance analysis, and delivering actionable insights that drive decision-making across the organization. The Analyst will partner closely with operations, sales, and executive leadership to ensure alignment of financial goals with operational performance. Excellent opportunity to work with seasoned FP&A professionals and high visibility to Company CFO.

Key Responsibilities

Financial Planning & Forecasting

• Assist in the development of the annual budget and periodic re-forecasts, incorporating input from business unit leaders and operational teams.
• Build and maintain detailed financial models for revenue, margins, expenses, and cash flow specific to the tri-trade business model.
• Support multi-year financial planning to align with strategic growth initiatives.

Reporting & Analysis

• Prepare and distribute monthly financial reports, dashboards, and KPI scorecards by trade and region.
• Perform variance analysis between actual, budget, and forecast results; identify drivers and provide recommendations.
• Track and report on service line profitability and operational efficiencies.
• Conduct in-depth analysis of job cost data to identify historical trends and drivers impacting financial performance.

Operational Partnership

• Collaborate with plumbing, HVAC, and electrical operations leaders to understand business drivers, trends, and challenges.
• Support pricing strategies, labor utilization analysis, and resource allocation decisions.
• Provide financial insights for new market entries, service expansion, and capital investment opportunities.

Data Integrity & Systems

• Maintain accuracy of data within financial systems, including ERP, job costing, and CRM tools.
• Drive continuous improvement in data collection, reporting, and analytics processes.
• Ensure compliance with internal controls and company policies.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or MBA a plus).
• 3+ years of experience in FP&A, corporate finance, or a related analytical role (service industry experience a plus).
• Experience with job costing and multi-unit, multi-service business models preferred.

Skills & Competencies

• Strong financial modeling and Excel skills; experience with BI/reporting tools a plus.
• Solid understanding of GAAP and financial statement analysis.
• Ability to communicate complex financial data in a clear, concise manner to non-financial stakeholders.
• Highly analytical with strong problem-solving skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced, service-oriented environment.

Key Performance Indicators (KPIs)

• Accuracy of forecasts and budgets.
• Timeliness and quality of reporting and analysis.
• Actionable recommendations delivered to leadership.
• Efficiency improvements in financial reporting processes.

Work Environment

• Minimal travel to branch locations expected but done as needed to support operations.
• Collaboration with operations, sales, and executive leadership teams.

Benefits

• Medical, dental and vision insurance
• FSA with debit card
• Employer-paid Short-Term Disability (STD)
• $20K in life insurance and $20K AD&D insurance
• 401(k) employer match
• Paid Vacation
• PTO
• Paid Holidays
• Annualized reviews for merit increases
• Potential for advancement

About the Company:

Headquartered in Richardson, Texas, L&S Mechanical (“L&S”) is a leading tri-trade provider of turnkey plumbing, HVAC, and electrical installation services in the Texas, South Carolina, North Carolina and Georgia residential housing markets. Founded in 1985, L&S serves large production homebuilders in Dallas / Fort Worth, South Dallas, Houston, San Antonio and Austin through its six production warehouses. Previously owned by management, L&S was acquired by The Sterling Group, a leading middle market private equity firm, in September 2021. L&S is the largest plumbing installer in Texas and has significant opportunity to grow its HVAC and electric offerings while also expanding into new geographies through acquisition and growing its nascent home services business.

The company is backed by The Sterling Group, a private equity firm established in 1982. The Sterling Group specializes in acquiring controlling interests in companies across the manufacturing, distribution, and industrial services sectors, focusing on enterprises with valuations typically between $100 million and $1 billion. To date, the firm has sponsored 67 platform buyouts, along with numerous add-on acquisitions, contributing to a total transaction value exceeding $22 billion. Currently, The Sterling Group manages over $9.4 billion in assets.

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