Financial Planning & Analysis Lead
Pj Fitzpatrick, Llc
Lead financial planning, forecasting, budgeting and analysis to drive strategic decisions.
29 days ago ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years)
Full Time
New Castle, DE
Office Full-Time
Company Size
200 Employees
Service Specialisms
Roofing
Siding
Windows
Doors
Gutters
Insulation
Energy Efficiency
Sector Specialisms
Residential
Buildings
Role
What you would be doing
variance analysis
financial reporting
budget development
forecast modeling
kpi tracking
financial modeling
- Collaborate with business leaders to align financial targets with operational goals
- Deliver variance analysis and identify key drivers of performance vs. plan, forecast, and prior year
- Prepare monthly and quarterly financial reporting packages with analysis of revenue, margins, expenses, and cash flow
- Partner with location managers and department heads to provide financial insights that improve operational performance
- Lead development of annual budgets and rolling forecasts across all locations and business units
- Track and analyze KPIs relevant to retail/home improvement operations
- Support leadership with ad-hoc analysis on strategic initiatives
- Build and maintain financial models
What you bring
p&l
fp&a
mba
excel
financial modeling
communication
- Excellent understanding of P&L, balance sheet, and cash flow dynamics
- Proven ability to translate financial data into actionable insights for non-financial stakeholders
- 4-7 years of experience in FP&A, corporate finance, or consulting, ideally in a multi-location retail, consumer, or home improvement business
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA/CPA/CFA preferred
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
- Strong financial modeling and analytical skills with advanced Excel and proficiency in financial planning tools
- Strong communication and presentation skills; able to partner effectively with executives and location managers
- Health Insurance
- PTO on your Birthday
- 401K with a company match
- Paid Holidays
- Salary Plus Potential Monthly Incentive
- Floating Holiday
Information not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
People also searched
Company
Overview
1980
Year Founded
The company has been providing home improvement services for more than four decades.
40+ Years
Industry Experience
With decades of experience, the company has built a strong reputation for quality and reliability.
- Specializing in roofing, siding, windows, and doors.
- Typical projects include residential roof replacements, commercial siding installations, and window upgrades.
- Serving homeowners, property managers, and commercial clients across multiple states in the mid-Atlantic region.
- Utilizing the latest technology and materials for long-lasting and energy-efficient solutions.
- A skilled team focuses on durability and aesthetic appeal.
- Offering comprehensive service packages, including free consultations, detailed project estimates, and financing options.
- Extensive training programs tailored by role (sales, technicians, roofers)
- Treat employees like family with accessible leadership
- Core value: \"make it fun\"—events held to celebrate victories
- Strong onboarding process reinforcing specialized skills
- Reward hard work with big rewards
- Managers readily available for support
- No publicly stated net‑zero target or formal environmental strategy found
- Full‑service remodeling firm with divisions in exterior, doors/windows, bath, repairs
- No quantifiable sustainability goals or results disclosed on website or LinkedIn
4.5/5 Rating
玻璃门 D&I 评分
The company received a 4.5/5 rating for Diversity & Inclusion on Glassdoor, reflecting strong employee perceptions of workplace inclusivity.
4.5/4.4 Gender Ratings
性别评分
Male employees receive a 4.5/5 rating, while female employees rate it 4.4/5, indicating consistent positive feedback across genders.
84% Approval
CEO 赞同率
84% of employees approve of the CEO, indicating strong leadership support.
94% Recommendation
员工推荐率
94% of employees would recommend the company to a friend, reflecting high job satisfaction.
- No specific DEI strategic goals or gender ratio targets publicly stated
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