Job Vacancy Sr. Financial Analyst – Marketing Partner Service Experts

Job title: Sr. Financial Analyst – Marketing Partner

Company: Service Experts

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Sr. Financial Analyst – Marketing Partner

1840 N Greenville Ave, Richardson, TX 75081-1874

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Senior Financial Analyst – Marketing Partner

Reports To: Director of Finance

Status: Full-time, Regular position

Category: Finance

Location Name: Field Headquarters, Richardson Texas – Remote

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, you will develop and maintain financial models for Field level Marketing initiatives, growth opportunities and long-term forecast. The position requires an active partnership with key business leaders to identify business drivers and variables for a robust financial model. Through your work, you will standardize the evaluation of Field level Marketing initiatives for their financial viability and fit into Service Expert’s growth strategy. This role will establish key data sources to generate operational reporting and enhance the quality of the team’s financial modeling capabilities. This is a fast-paced and ever-changing business environment that requires individuals with a high degree of organization, adaptability and nimbleness in taking on multiple competing challenges.


  • Develop standard models to evaluate Field level Marketing results and return on Investment.
  • Build and create the financial models necessary to assess the project’s worthiness and financial return.
  • Create presentations that clearly communicate the thesis, financial assumptions and assessment of the project to senior leadership and center level management.
  • Organize and keep track of all iterations and changes to business cases and its financial impact. Comparison monthly between budget, plan and actual results.
  • Provide valuable insights to business leaders by setting a clear agenda and maintaining high standards.
  • Continuously seek and identify opportunities to business leaders through a deep understanding of macro trends, customer behavior, product lifecycle and profitability.


  • Bachelor’s degree in Accounting or Finance
  • Minimum 5 years of related experience required

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

  • Advanced financial modeling skills.
  • Ability to efficiently source all the necessary applications and knowledge to accomplish the task.
  • A personal style that is viewed as collaborative and resourceful.
  • Experience working with all levels of management.
  • Ability to switch between transactional level details and executive level summaries.
  • Proficiency with SQL, SAP, Hyperion Essbase / SmartView, and business intelligence platforms (Tableau and or Microsoft Power BI).Advanced Excel skills necessary.
  • Strong communication skills, both verbal and written – a confident personality.
  • Intellectual and commercial agility is required due to the face-pace and changing environment.
  • Previous marketing partnerships preferred.

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

Service Experts Heating & Air Conditioning is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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© 2020 Service Experts LLC. Service Experts and the Service Experts Heating & Air Conditioning logo and design are registered or common law trademarks of Service Experts LLC. All Rights Reserved. Expert Service for All HVAC Brands and Models.

Expected salary:

Location: Plano, TX

Job date: Sat, 09 Jul 2022 06:38:23 GMT

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