What are the responsibilities and job description for the Manager, Financial Planning & Analysis position at Oncourse Home Solutions?
Who We Are
Oncourse Home Solutions, also operated as American Water Resources, is a trusted home protection provider helping homeowners across the country protect what matters most. We are a $500 million organization backed by private equity firm Apax Partners, serving 2 million customers across 43 states. We partner with 25 utilities and municipalities (and growing!) to provide customized solutions tailored to any community - delivering real value where people live. We help homeowners protect the essential systems that keep their homes running - from HVAC, appliances, and electrical to water, sewer, gas lines, and more - so they can avoid the stress and financial impact of unexpected repairs. Our work helps homeowners stay safe, comfortable, and confident in their homes every day.
At Oncourse, our people are what makes that possible. We call ourselves SUPERs - Successful, United, Progressive, Empathetic, and Reliable - because that’s how we show up for our customers and for each other. We invest in our employees through competitive benefits, an inclusive culture, and employee-led resource groups that strengthen connection, community, and belonging across the company.
As an equal opportunity employer, our employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex (including pregnancy), sexual orientation, gender identity, national origin, ancestry, marital status, parental status, mental or physical disability, military or veteran status, or any other basis protected by federal, state, or local law. Oncourse Home Solutions is committed to recruiting and retaining talented applicants and to providing all employees with a workplace free from discrimination and/or harassment.
Position Summary
We are seeking a Financial Planning & Analysis (FP&A) Manager to join our growing team as an individual contributor.
Reporting to the Senior Finance Director, FP&A, this position will fulfill a critical function within the broader organization – utilizing both financial and operational data to drive our budgeting and forecasting process, develop timely insights of financial results, and support the executive level reporting and presentations.
Located at our office in Naperville our office environment is a key driver of our company culture and employee experience, so a regular in-office hybrid model is required (generally in-office T-TH and remote M & F).
Responsibilities Include But Are Not Limited To
Experience And Qualifications Of The Role
Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) licenses are a plus.
We offer a compelling total rewards package that includes a competitive base salary and comprehensive benefits to support your total wellbeing. The base pay range for this position is $116,450 - $157,500 USD Annual. The specific pay offered will depend on qualifications, experience, education and skill set. The compensation offered may also include an annual performance-based bonus, sales incentive plan or commission target.
Our benefits include, but are not limited to, healthcare, life insurance, paid time off, retirement, commuter benefits, and education reimbursement. Exact compensation may vary based on skills, experience, and location.
Join our SUPER Team and Enjoy Amazing Benefits!
Communicate Effectively: Is able to clearly and succinctly communicate verbally and in writing in a variety of settings and styles; can get messages across that have the desired effect.
Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Functional / Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
Problem Solving: Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process.
Oncourse Home Solutions, also operated as American Water Resources, is a trusted home protection provider helping homeowners across the country protect what matters most. We are a $500 million organization backed by private equity firm Apax Partners, serving 2 million customers across 43 states. We partner with 25 utilities and municipalities (and growing!) to provide customized solutions tailored to any community - delivering real value where people live. We help homeowners protect the essential systems that keep their homes running - from HVAC, appliances, and electrical to water, sewer, gas lines, and more - so they can avoid the stress and financial impact of unexpected repairs. Our work helps homeowners stay safe, comfortable, and confident in their homes every day.
At Oncourse, our people are what makes that possible. We call ourselves SUPERs - Successful, United, Progressive, Empathetic, and Reliable - because that’s how we show up for our customers and for each other. We invest in our employees through competitive benefits, an inclusive culture, and employee-led resource groups that strengthen connection, community, and belonging across the company.
As an equal opportunity employer, our employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex (including pregnancy), sexual orientation, gender identity, national origin, ancestry, marital status, parental status, mental or physical disability, military or veteran status, or any other basis protected by federal, state, or local law. Oncourse Home Solutions is committed to recruiting and retaining talented applicants and to providing all employees with a workplace free from discrimination and/or harassment.
Position Summary
We are seeking a Financial Planning & Analysis (FP&A) Manager to join our growing team as an individual contributor.
Reporting to the Senior Finance Director, FP&A, this position will fulfill a critical function within the broader organization – utilizing both financial and operational data to drive our budgeting and forecasting process, develop timely insights of financial results, and support the executive level reporting and presentations.
Located at our office in Naperville our office environment is a key driver of our company culture and employee experience, so a regular in-office hybrid model is required (generally in-office T-TH and remote M & F).
Responsibilities Include But Are Not Limited To
- Act as a business partner and a valued FP&A contributor in interpreting and providing financial insights to key stakeholders across business.
- Put strategies into action driving change in the business, pressure test business decisions & influence leadership to achieve enterprise financial target.
- Lead changes and interpret/articulate financial results with Accounting/Financial Services team to create timely monthly financial results analysis and mutual understanding of the financial impacts of business trends.
- Gather inputs and ensure alignment with overall business objectives continuously to drive actionable insights in collaboration with the Commercial Finance team.
- Own assigned aspects of the development of enterprise-wide financial operating model with integrated P&L, Balance Sheet, and Cashflow projections.
- Provide key support in the preparation of materials for the executive weekly & monthly business reviews and quarterly board meetings.
- Lead and support the continued enhancement of financial planning and reporting tools (i.e. Workday Adaptive).
Experience And Qualifications Of The Role
- 6-8 years of progressive experience in a finance, public accounting, or management accounting role.
- Strong comprehension of accounting and financial statements.
- Confident and professional, with the ability to communicate clearly and effectively.
- Ability to work in a fast-paced environment with minimal supervision. Proactive self-starter with the ability to multitask and prioritize appropriately to meet tight deadlines.
- High level of proficiency in Excel and PowerPoint.
- Workday Adaptive proficiency a plus.
- Proficiency in Microsoft Office 365.
- Workday Adaptive proficiency a plus.
- Bachelor's Degree in Finance, Accounting, Economics, or equivalent work experience required.
Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) licenses are a plus.
We offer a compelling total rewards package that includes a competitive base salary and comprehensive benefits to support your total wellbeing. The base pay range for this position is $116,450 - $157,500 USD Annual. The specific pay offered will depend on qualifications, experience, education and skill set. The compensation offered may also include an annual performance-based bonus, sales incentive plan or commission target.
Our benefits include, but are not limited to, healthcare, life insurance, paid time off, retirement, commuter benefits, and education reimbursement. Exact compensation may vary based on skills, experience, and location.
Join our SUPER Team and Enjoy Amazing Benefits!
- Competitive Compensation: We value your hard work and are proud of our competitive pay for performance philosophy.
- Comprehensive Health Coverage: Medical, dental, and vision insurance options, plus paid short-term and long-term disability coverage.
- 401(k) Plan with 4% Company Match: Secure your future with our robust retirement plan.
- Generous Paid Time Off: Take the time you need to recharge and relax.
- Education Assistance Program: Invest in your growth and development with our support.
- FSA/HSA Options: Flexible spending and health savings accounts to manage your transportation and dependent care expenses.
- Employee Wellness: Access to EAP, health, legal, and financial resources to support your overall well-being.
- Vibrant Company Culture: Monthly Townhalls, employee recognition programs, and Employee Business Resource Groups (EBRGs) to keep you engaged and connected.
Communicate Effectively: Is able to clearly and succinctly communicate verbally and in writing in a variety of settings and styles; can get messages across that have the desired effect.
Business Acumen: Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
Functional / Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.
Problem Solving: Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process.
Salary : $116,450 - $157,500