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 setting
- Familiarity with subscription or performance-based revenue models

📌 Financial Planning Consultant (Chennai)
🏢 Mindsprint
📍 Chennai