Financial Planning & Analysis Manager

Description

We are seeking a high-capacity Financial Planning & Analysis Manager to drive financial clarity, operating discipline, and strategic decision-making across the organization. This role will support leadership across Marketing, Sales, Inside Sales, Production, Recruiting, CSAT, G&A, and other business functions by translating financial performance into clear operational actions. The successful candidate will help leaders understand what is happening in the business, why it is happening, and what actions should be taken next. This position owns the company’s financial planning cadence, including the annual plan, rolling forecasts, monthly business reviews, and financial modeling that supports strategic decisions and operational execution.

Key Responsibilities

Financial Planning & Forecasting 

• Own the annual budgeting process across departments, Lines of Business (LOB), and geographic markets
• Build and maintain driver-based financial models including lead volume, set rate, close rate, average job size, production capacity, and labor utilization
• Develop rolling forecasts with 1-, 3-, 12-, and 18-month visibility for revenue, margin, expenses, and cash flow
• Deliver variance analysis focused on drivers and actions, not just accounting explanations
• Support long-term strategic planning and capital allocation decisions

Monthly Business Reviews & Performance Accountability 

• Prepare and deliver the Monthly Operations & Forecast Business Review package
• Translate financial results into clear performance narratives: What happened ? Why ? What we will change ? Expected impact
• Standardize metrics across departments to eliminate multiple versions of the truth
• Consolidate inputs from departments into a company-wide forecast

Marketing Performance & ROI

• Partner with Marketing leadership to manage Cost of Marketing (COM) performance
• Analyze full funnel performance:
  Marketing Spend ? Leads ? Issued Appointments ? Sales ? Installed Revenue ? Margin
• Monitor metrics including:
• Cost per Lead
• Cost per Appointment
• Cost per Sale
• Customer Acquisition Cost
• Return on Ad Spend (ROAS)
• Cost of Marketing (COM)
• Provide market-by-market profitability insights and investment recommendations

Strategic Business Partnership

• Serve as financial partner to leaders across Sales, Marketing, Operations, and Call Center teams
• Support weekly KPI reviews, monthly close analysis, and rolling forecasts
• Provide scenario modeling for:
  • Hiring plans
  • Expansion decisions
  • Pricing strategies
  • Market growth initiatives
• Train leaders on financial performance metrics and decision-making frameworks
   

Data, Systems & Reporting Leadership

• Direct the IT Data Analyst on reporting automation and dashboard priorities
• Ensure data integrity across CRM, ERP, payroll, marketing platforms, and BI systems
• Build executive dashboards and KPI scorecards that drive action and accountability
• Standardize reporting cadence across departments

About Expo Home Improvement

Expo Home Improvement, a top-rated Texas-based home remodeling company, specializes in high-quality bathroom, kitchen, and window remodels for residential customers since 2006. We are recognized for exceptional craftsmanship, outstanding customer service, and a commitment to enhancing the lives of homeowners. Recognized as a Top Place to Work in the nation, our people-first approach fosters a supportive culture that drives excellence and growth. Beyond transforming homes, we are dedicated to building lasting relationships and making a positive impact in the communities we serve.

Requirements

• Bachelor’s degree in, Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 5–8+ years of FP&A, corporate finance, or business analysis experience
• Advanced financial modeling and Excel skills required
• Experience with BI tools (Tableau, Power BI, or similar) preferred
• Experience supporting cross-functional leadership teams
• Strong analytical ability with excellent business judgment
• Clear communicator capable of translating complex financial data into operational insights

Working Conditions

• Professional office environment with extensive use of computers, financial systems, and data analytics platforms
• Frequent collaboration with executive leadership and cross-functional teams
• Fast-paced environment requiring management of multiple projects and deadlines
• Occasional extended hours during budgeting cycles, forecasting updates, and month-end close
• Regular handling of confidential financial and strategic company information

Equal Opportunity Employer

Expo Home Improvement provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability status, or any other characteristic protected by law.

Americans with Disabilities Act (ADA)

Expo Home Improvement complies with the ADA and will provide reasonable accommodations to qualified individuals with disabilities. We encourage both prospective and current employees to discuss potential accommodations.