Financial Analyst

Financial Planning & Data Analyst

About Us: Urbanex is one of the fastest-growing pest control providers in the United States, delivering exceptional residential services to thousands of satisfied customers. We are passionate about creating a data-driven culture and are looking for a Financial Planning & Data Analyst to join our Finance team. This role is pivotal in shaping our financial decisions and driving growth through insightful analysis and cutting-edge data visualization. You'll have the unique opportunity to work directly with an experienced CFO who is committed to mentoring and developing talent, making this a fantastic growth opportunity for motivated professionals.

Why Join Urbanex?

• Growth Opportunities: Be part of a fast-growing company where your ideas and contributions will be valued and rewarded.
• Innovative Environment: Work in a collaborative team that values creativity, data-driven strategies, and customer-centric marketing.
• Comprehensive Benefits: Competitive salary, health benefits, generous PTO policy, and opportunities for professional development.
• Amazing Culture: We are an entrepreneurial-minded company that does pest control differently. We strive to be the best in everything that we do and we are just crazy enough to think that we can make the world a better place by bringing the high quality pest control to every door in America.

Position Summary: As the Financial Planning & Data Analyst, you will drive financial planning, forecasting, and budgeting processes while creating impactful Power BI dashboards that empower the organization with actionable insights. This role combines financial expertise with technical data skills, offering the chance to work cross-functionally and make a tangible impact on our strategic direction.

Key Responsibilities:

Financial Analysis & Reporting

• Prepare monthly, quarterly, and annual financial reports with actionable insights for decision-making.
• Analyze financial performance metrics, identify trends, and recommend improvement strategies.
• Partner with department leaders to track budgets, forecast results, and ensure financial alignment.
• Develop scenario analyses and assist in crafting presentations for executives.

Forecasting & Budgeting

• Support the annual budgeting process and quarterly forecasting cycles.
• Build and maintain financial models to project revenue, expenses, and cash flows.
• Conduct variance analysis to highlight performance gaps and opportunities for improvement.
• Automate processes to streamline reporting and improve efficiency.

Power BI Development & Management

• Design and maintain real-time, dynamic Power BI dashboards to visualize KPIs and financial metrics.
• Collaborate with stakeholders to understand data needs and deliver customized reports.
• Ensure data integrity by validating and troubleshooting Power BI datasets regularly.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of experience in FP&A, financial analysis, or similar roles.
• Expertise in Power BI dashboard creation and data visualization best practices.
• Advanced Excel skills, including financial modeling and data analysis.
• Strong understanding of financial statements and key metrics.
• Exceptional analytical and problem-solving abilities, with keen attention to detail.
• Effective communication skills to translate financial insights into actionable advice for non-financial stakeholders.
• A collaborative mindset and the ability to work cross-functionally.

Preferred Qualifications:

• Experience in residential home services or similar industries.
• Familiarity with SQL or database query languages.
• Exposure to QuickBooks Online reporting.

What We Offer:

• Competitive Compensation: Receive a salary and benefits package that reflects your expertise.
• Growth Opportunities: Work directly with leadership and develop your skills under an experienced CFO.
• Collaborative Environment: Join a team that values innovation, teamwork, and professional development.

Join Urbanex and help us leverage data to drive decisions and transform the pest control industry.