Job Description

FP&A Manager (Financial Planning & Analysis Manager) | Finance Manager | Strategic Finance

Location: Western Suburbs of Philadelphia, PA (Hybrid)
Compensation:$110,000 - $130,000 Base Salary + Benefits + Performance Bonuses
Reports To: Chief Financial Officer (CFO)
Industry: Home Services | Multi-Location Operations

About the Role

Our client is hiring an experienced FP&A Manager to lead budgeting, forecasting, financial modeling, executive reporting, cash flow forecasting, and strategic finance initiatives within a fast-growing, multi-location organization.

Reporting directly to the CFO, this role partners with executive leadership across operations, sales, marketing, finance, and production to provide financial insight, improve performance, and support business growth.

Ideal candidates may come from FP&A, corporate finance, strategic finance, financial operations, construction, home services, remodeling, roofing, HVAC, restoration, or other multi-location service industries.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

• Lead annual budgeting processes across multiple departments
• Own monthly forecasting and rolling financial projections including 13-week cash flow forecasting
• Build and maintain long-term financial models supporting growth initiatives, expansion planning, and capital allocation
• Analyze revenue trends, margins, labor costs, commissions, installed revenue, and profitability drivers
• Partner with Accounting to improve forecast accuracy, reporting integrity, and financial planning processes

Executive Reporting & Financial Analysis

• Develop executive dashboards, KPI reporting, and monthly reporting packages for leadership
• Lead variance analysis identifying trends, risks, and opportunities across business units and regions
• Translate financial performance into actionable recommendations for executive stakeholders
• Support ownership reporting, lender packages, covenant reporting, and strategic presentations

Financial Modeling & Strategic Finance

• Build profitability models by product line, region, sales channel, lead source, and operational teams
• Support pricing strategy, growth initiatives, and operational decision-making through financial analysis
• Evaluate financial impact of labor models, commissions, marketing investments, and operational changes
• Improve reporting processes through automation, AI tools, Power BI, and advanced Excel solutions

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required
• 5+ years of experience in FP&A, Financial Planning & Analysis, Strategic Finance, Corporate Finance, or Finance Management
• Direct experience with budgeting, forecasting, financial modeling, executive reporting, KPI reporting, and variance analysis
• Advanced Excel skills including financial modeling, Power Query, scenario analysis, and large dataset management
• Experience within construction, home services, remodeling, roofing, restoration, HVAC, installation, or multi-location operations preferred
• Experience with ERP systems such as Microsoft Dynamics, NetSuite, Oracle, or SAP preferred
• MBA, CPA, CFA, or CMA preferred but not required

Compensation & Benefits

• Base Salary: $110,000 - $130,000
• Performance-Based Annual Bonus
• Medical, Dental, and Vision Benefits
• Paid Time Off
• Career Growth Opportunities
• Direct exposure to CFO and executive leadership

Why Join

This opportunity offers direct partnership with executive leadership and ownership over budgeting, forecasting, financial modeling, and strategic finance initiatives that influence business performance and growth. The role provides visibility, impact, and a clear path toward senior finance leadership.

Our client is an Equal Opportunity Employer.