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HVAC Financial Analyst

Redphone Management LLC · Altamonte Springs, FL, United States

Corporate Finance / InvestmentEntry LevelQuick applypart-time6 days ago

About The Role

Type: Part-Time or Full-Time (Flexible with School Schedule if MBA Student)

About Us

Mechanical One is one of the fastest-growing residential HVAC, Plumbing, and Electrical platforms in the Southeast. We operate with a simple philosophy: move fast, think like owners, and hold a high standard.

This is not a “sit back and learn someday” role.

You will be in the business, working directly with leadership, helping drive decisions that impact real dollars.

Opportunity

We are looking for a hungry, high-capacity student who wants real exposure to finance, operations, and growth.

You will work directly with our leadership team on

  • Financial reporting
  • Forecasting (AOP / business planning)
  • Data analysis across markets, trades, and customers
  • Operational problem solving

What You’ll Be Doing

  • Build and maintain financial models (revenue, margin, forecasting)
  • Support monthly business reviews and KPI tracking
  • Analyze job-level profitability, labor trends, and purchasing data
  • Assist in budgeting and forecasting (FY26 AOP and beyond)
  • Work with large datasets (ADVANCED Excel required, Power BI a plus)
  • Identify issues ? bring solutions (not just observations)
  • Favorite Font - Arial 11

Requirements

What We’re Looking For

  • Current student or recent graduate at University of Central Florida (Finance, Accounting)
  • Strong in Excel (you know your way around formulas and pivots)
  • Analytical mindset with attention to detail
  • High ownership / low ego
  • Comfortable working in a fast-paced, high-expectation environment
  • Willing to be in-office and engaged with the team
  • Nike-level work ethic – you show up early, stay late when needed, and take pride in outworking expectations (this is not a clock-in/clock-out role)
  • Purchasing and/or ServiceTitan experience preferred
  • You currently live in the Orlando, Fl area

What You’ll Get

  • Direct exposure to executive-level decision making
  • Real financial and operational experience (not theoretical)
  • Mentorship from leadership
  • Opportunity to grow

What This Role Is (And IS NOT)

  • IS - Empire Builder role ? you will be challenged
  • NOT - Passive role - You will work in the office
  • IS live presentation skills NOT a Teams Meeting Environment
  • IS for someone who wants to accelerate their career by 3–5 years

How to Apply

Send your resume and a short note on why you want to be in this environment (not just why you need a job)

This listing was posted by a verified recruiter at Redphone Management LLC. Report this listing