Financial Planning and Analysis Manager

FP&A Manager

Location: Akron, OH (HQ) — in-office role

Reports to: Chief Financial Officer

Member of: Finance Team

Position Summary

The FP&A Manager is the analytical engine of Premier Home Pros' finance function, turning data from QuickBooks Online, Fishbowl, Lead Perfection, and ADP into the reporting, models, and forecasts that drive decision-making across a rapidly expanding, multistate home remodeling platform. This role owns and extends the Microsoft Fabric / Power BI semantic model that underpins executive reporting, builds and maintains sophisticated Excel models and forecasts, and is expected to bring modern AI tooling — agentic AI workflows layered on top of strong Excel and Fabric fundamentals — to bear on recurring finance workflows historically done by hand. This is a builder's role: someone who can move fluidly between a board-ready variance narrative and the Excel model underneath it, and who sees AI-assisted automation as core to how modern FP&A should operate, not a side project.

Core Responsibilities

Financial Planning & Analysis

-       Own the monthly forecast and annual budget process across revenue, cost of install, and operating expense lines; partner with Operations and Sales leadership on market-level plans.

-       Build and maintain variance analysis (actual vs. budget vs. forecast) at the company, market, and cost-center level; translate variances into a clear narrative for ownership and the executive team.

-       Develop and maintain financial models supporting new market launches, capital allocation decisions, and Fifth Third covenant compliance and EBITDA addback tracking.

-       Build sophisticated, audit-ready Excel models with clean architecture, sensitivity toggles, and scenario cases that hold up under executive and lender scrutiny.

-       Support the month-end close process (five-phase checklist, revenue reconciliation) alongside the Controller/bookkeeper, with a focus on close-cycle acceleration and control quality.

Data, Analytics & Reporting Infrastructure

-       Own and extend the Microsoft Fabric / Power BI semantic model sourced from QBO, Fishbowl (MySQL), ADP, and Lead Perfection.

-       Build and maintain sophisticated Excel models — three-statement models, market-level P&Ls, capital allocation and scenario models, covenant and addback schedules — as the primary tool for financial analysis and decision support.

-       Use SQL as needed to pull and validate data from source systems in support of Excel-based analysis and Fabric reporting; deep SQL development is not the focus of this role.

-       Build and maintain the CFO finance update workflow and recurring reporting packages (Excel, Power BI) for ownership and the executive leadership team.

-       Maintain the open items log, Fifth Third covenant tracker, and other recurring finance operating documents; keep source-of-truth model logic documented and auditable.

AI-Enabled Finance Workflows

-       Design and build agentic AI workflows and tools (e.g., Claude/MCP-based agents, scripted automations) that streamline recurring FP&A tasks — variance flagging, reconciliation checks, report generation, data validation.

-       Identify manual, repeatable finance processes and prototype AI-assisted or automated replacements; work with the CFO to evaluate and roll out new AI frameworks and tooling as they mature.

-       Serve as the finance team's hands-on owner of AI tooling: prompt design, workflow architecture, and integration with the Fabric semantic model and other finance systems.

Cross-Functional Partnership

-       Partner with the COO's team on install production economics, DC throughput costs, and market-level P&L performance.

-       Partner with the CSO's team on sales-to-install revenue timing, pipeline-to-forecast reconciliation, and commission/cost modeling.

-       Support the CFO on lender reporting, ownership communications, and ad hoc analysis for strategic decisions (equity structuring, market expansion, vendor terms).

Direct Reports

None initially; this is an individual-contributor role focused on hands-on analysis, modeling, and reporting.

Performance Expectations

-       Forecast Accuracy: Budget-to-actual variance within target thresholds by market and by line; forecast revisions delivered on a predictable monthly cadence.

-       Reporting: Timeliness and accuracy of the monthly reporting package and CFO finance update; Fabric semantic model uptime and data freshness.

-       Automation: Number and impact of manual processes converted to automated or AI-assisted workflows; hours of manual finance work eliminated.

-       Close Support: Contribution to month-end close cycle time and accuracy of revenue and cost reconciliations.

-       Covenant & Lender Reporting: Timely, accurate Fifth Third covenant tracking and EBITDA addback reporting with zero compliance surprises.

Required Qualifications

-       5 years of FP&A, corporate finance, or related analytical experience, ideally including exposure to multi-site or multi-market operating businesses.

-       Expert-level Excel skills — complex financial modeling, LET/LAMBDA and dynamic arrays, sensitivity and scenario analysis — with a proven track record of building models from scratch that others rely on.

-       Working knowledge of SQL and modern data platforms sufficient to pull, validate, and troubleshoot data; Microsoft Fabric and/or Power BI experience preferred but not a deep engineering requirement.

-       Demonstrated experience building or deploying AI-driven tools or agentic workflows in a business context — not just using AI chat tools, but architecting automations.

-       Ability to translate messy, multi-source data (ERP, WMS, CRM, payroll) into clean, decision-ready analysis.

-       Strong written and verbal communication skills; comfort presenting analysis directly to executive leadership and ownership.

-       Must be based in or willing to relocate to the Akron, OH area; this is an in-office role.

Preferred Qualifications

-       Experience with QuickBooks Online, Fishbowl, ADP, or similar ERP/WMS/HRIS systems.

-       Background in home services, residential remodeling, construction, or another distributed field-operations business.

-       Exposure to private-equity or lender reporting requirements (covenant tracking, EBITDA addbacks).

-       BA/BS in Finance, Accounting, Economics, or a related field; MBA, CFA, or equivalent a plus.

Work Style

This is an in-office role based at Premier Home Pros' Akron, OH headquarters. The FP&A Manager works in close daily coordination with the CFO and Controller, and periodically with market and distribution-center leadership to ground models and reporting in operational reality. Light travel to the Brunswick Distribution Center or operating markets may be required occasionally.