Job SummaryThe Revenue Analyst is responsible for analyzing, forecasting, and optimizing revenue performance across mechanical service lines, including HVAC, plumbing, and related service contracts. This role partners closely with operations, accounting, and field leadership to ensure accurate revenue recognition, margin analysis, and data-driven decision-making in a project-based and service-oriented environment.
Essential Duties & ResponsibilitiesKey Responsibilities:Revenue Analysis & Reporting- Analyze revenue trends across service, maintenance, and project-based work
- Monitor key performance indicators (KPIs) such as billable utilization, job margins, backlog, and contract performance
- Prepare monthly, quarterly, and annual revenue reporting packages
- Identify and explain variances between actuals, forecast, and budget
Forecasting & Planning- Develop and maintain revenue forecasts by service line, region, and customer segment
- Partner with operations to project backlog conversion and service demand
- Support annual budgeting and long-range planning processes
- Provide scenario modeling for pricing, labor rates, and contract structures
Revenue Recognition & Compliance - Ensure accurate revenue recognition in accordance with ASC 606 (percentage-of-completion, service contracts, time-and-material billing)
- Partner with accounting to review WIP (Work in Progress), unbilled revenue, and deferred revenue
- Support audits by providing documentation and analysis related to revenue transactions
Job & Contract Profitability- Analyze job costing data, including labor, materials, and subcontractor costs
- Monitor project margins and identify risk areas or cost overruns
- Evaluate service contract performance and renewal pricing strategies
- Recommend process improvements to enhance profitability
Operational Support - Collaborate with project managers, service managers, and dispatch teams
- Provide financial insights to improve scheduling efficiency, labor utilization, and pricing decisions
- Develop dashboards and reporting tools for field and leadership teams
Systems & Data Management - Work with ERP systems (Coins OA)
- Maintain data integrity for revenue, job costing, and billing records
- Automate reporting processes using Excel, Power Query, Power BI, or other tools
QualificationsRequired- Bachelor's degree in Accounting
- 5-8+ years of experience in revenue analysis, FP&A, or accounting
- Knowledge of ASC 606 revenue recognition standards
- Strong understanding of job costing and service contract revenue
- Advanced Excel and data analysis skills
Preferred- Experience in mechanical services, construction, or field service industries
- Experience with ERP systems used in construction/service industries
- CPA (preferred but not required)
- Experience with BI tools
Key Competencies- Strong analytical and problem-solving skills
- Ability to translate financial data into operational insights
- Excellent communication and cross-functional collaboration
- Detail-oriented with strong organizational skills
- Ability to work in a fast-paced, project-based environment
Performance Metrics- Forecast accuracy
- Revenue variance analysis quality
- Job margin improvement
- Billing and revenue recognition accuracy
- Timeliness and accuracy of reporting
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