Financial Planning and Analyst

We’re hiring an Financial Planning and Analyst who enjoys turning numbers into clear, actionable insights and can keep up in a fast-paced, structured environment. This role is ideal for someone who is analytical, organized, and confident working with financial data to help leadership make informed business decisions.

You’ll play a key role in budgeting, forecasting, reporting, and financial analysis across multiple departments. We’re looking for someone who can see both the big picture and the small details, communicate clearly, and take ownership of their work without needing constant direction.

What You’ll Be Doing:

Assist with monthly, quarterly, and annual financial forecasting and budgeting

Develop and maintain financial models to support forecasting, operational planning, and strategic decision-making.

Analyze financial results, labor costs, revenue trends, profitability, and operational performance.

Partner with operations and department leaders to provide financial insight, analyze performance trends, and support data-driven business decisions

Analyze labor, revenue, and profitability trends to identify opportunities for operational improvement and margin growth.

Own reporting and KPI tracking related to operational performance, forecasting, and margin improvement initiatives.

Prepare reports, dashboards, and visual reporting tools for leadership review

Support month-end close by working closely with accounting and payroll teams

Identify variances and provide forward-looking insights into financial performance

Help improve financial processes, reporting accuracy, and efficiency

Assist with cash flow reporting and expense analysis

Work cross-functionally with operations and department leaders to support company goals

What We’re Looking For:

Strong analytical and problem-solving skills.

Advanced Excel skills and comfort working with large data sets.

Strong systems aptitude with experience using ERP systems, Excel, and reporting. tools to analyze financial and operational data.

Experience with budgeting, forecasting, financial modeling, and reporting.

Ability to manage multiple priorities and meet deadlines.

High attention to detail and accuracy.

Strong communication skills with the ability to explain financial information clearly.

Self-motivated and able to work independently.

Experience improving reporting efficiency through automation, dashboards, or process improvements is a plus.

Experience in construction, restoration, or service-based industries is a plus.

Preferred Qualifications:

Bachelor’s degree in Finance, Accounting, Business, or related field.

3+ years of FP&A, financial analysis, or accounting experience.

Experience with ERP systems and financial reporting software preferred.

What You Can Expect:

Fast-paced and team-oriented environment.

Opportunity to work closely with leadership and operations.

A role where your insight and analysis directly impact business decisions.

Opportunity for long-term growth within a structured, growth-oriented environment.

Competitive salary ranging from $65,000–$75,000 annually, depending on qualifications and experience.

Benefits package including health, dental, vision, PTO, and more.

We’re looking for someone who enjoys digging into the details, finding patterns, and helping drive smarter decisions through data.

If you’re dependable, proactive, and thrive in a structured, growth-oriented environment, we’d love to talk with you.