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Financial Analyst III

Service Experts
Req ID:
Location Name:
Service Experts
Location Address:
1840 N Greenville Ave, Suite #128-A, Richardson, TX 75081

Senior Financial Analyst

Reports To: Manager, Financial Reporting

Status: Full-time, Regular position

Category: Finance

Location Name: Field Headquarters, Richardson Texas 

Why You Should Join the Service Experts Team:

Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us, and become an EXPERT!

Position Summary:

As Senior Financial Analyst, FPA, you will be accountable for presenting timely and accurate financial reports and performance analytics to senior leadership at Service Experts with a primary focus on SGA and the Annual Operating Plan.    

Key Responsibilities:

  • Provide senior management and departments heads with business reasons for financial variances during the Management Business Review (MBR) and as requested.
  • Prepare and present financial reports accurately reflecting monthly results.
  • Track and identify expenses by department and initiate corrective measures to ensure accurate monthly reporting.
  • Assist management with ad hoc projects, financial modelling, forecasting and various growth initiatives.
  • Assist Senior Manager and liaise with department managers in the Annual Budgeting Process.
  • Utilize Workday/Adaptive Planning Software to automate the yearly budgeting process and 5yr Strategic Plan
  • Use Workday/Adaptive Planning Software to create an automated P&L with related KPIs for monthly financial reporting used during Management Business reviews
  • Work with Senior Manager to create and maintain a monthly forecasting report utilizing Workday/Adaptive Planning Software

Desired Skills and Qualifications:

Education and Experience: 

  • Bachelor’s degree in Accounting or Finance
  • Minimum 5 years of related experience required
  • Minimum 3 years of experience using Workday Adaptive Planning Software

Must also have the following demonstrated knowledge, skills, and abilities:

  • Experience with complex financial modelling and strong Excel and Power Point abilities. 
  • Ability to source all the necessary tools and knowledge to accomplish the task.
  • A personal style that is viewed as collaborative, resourceful, inquisitive and takes initiative.
  • Experience working with all levels of management and providing strong financial expertise and demonstrate strategic thinking.
  • Strong experience with SAP, Hyperion Essbase/Smartview necessary
  • Strong communication/presentation skills, both verbal and written – demonstrate confidence.
  • Intellectual agility is required due to the fast pace and changing environment.

What We Offer You, as a Service Experts Employee:

Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.

  • Competitive Pay, including incentive opportunities for many positions
  • Paid Time Off and Company Holiday Pay
  • Medical /Dental /Vision Insurance programs
  • 401(k) Retirement Savings Plan with company matching contributions
  • Life Insurance, for you and options you can elect for your family
  • Short-term and Long-term disability insurance options, that protects you and your family if you are unable to work
  • Supplemental benefit programs such as: Legal advice, pet insurance, health advocacy programs
  • World Class Training opportunities, through our Experts University
  • Career Development opportunities

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