Sr. Analyst - Financial Planning and Analysis

Overview

Strategic FP&A partner driving growth, margins, and analytics across commercial, marketing, ops.

Key Responsibilities

• forecast modeling
• data analysis
• dashboard development
• performance reporting
• strategic planning
• business review

Tasks

-Own and continuously improve sales and margin forecasting models by office, region, and material; ensuring transparency, accuracy, and agility in planning cycles -Support Board of Director presentation material preparation -Partner with cross-functional teams to develop strategic plans and long-range forecasts that align financial goals with growth ambitions -Continuously evolve analytical methods, tools, and reporting to keep pace with Erie Home’s growth and market dynamics -Builds trust quickly through collaboration, transparency, and follow-through -Develop and communicate performance narratives that highlight key profit drivers by market, region, material, and customer segment -Bring an “outside-in” mindset, leveraging market intelligence, competitive insights, and business analytics to challenge assumptions and shape decision-making -Act as a trusted advisor to Commercial, Marketing, and Operations leaders, translating complex data into actionable strategies that improve sales, margin, and operational efficiency -Conduct forward-looking performance analyses that anticipate risk, highlight opportunity, and guide commercial and operational action -Serve as a catalyst for innovation, identifying opportunities to optimize pricing, productivity, and customer economics as well as new product development support -Share best practices, tools, and insights across the finance organization to elevate overall business intelligence maturity -Collaborate with IT partners to build tools and dashboards (Power BI, Salesforce, etc.) that elevate visibility and support real-time, data-driven management -Champion a culture of analytical excellence — teaching, influencing, and empowering leaders to use data strategically -Lead the Monthly Business Review process, driving accountability and alignment across business functions -Partner with Recruiting and Operations to optimize workforce planning and productivity. -Act as the connective tissue between Finance, Commercial, Marketing, and Operations teams; ensuring that data and insights drive unified decision-making

Requirements

• power bi
• salesforce
• excel
• bachelor's
• fp&a
• communication

What You Bring

-Proficiency in Power BI, Salesforce, and Microsoft Office Suite (Excel and PowerPoint) -Demonstrated ability to work autonomously in an ambiguous environment, prioritizing effectively and delivering measurable impact -Strong strategic and financial acumen; able to connect numbers to business narratives and outcomes -Proven change agent with the courage to challenge the status quo and drive improvement -Bachelor’s degree in finance, business, or a related field -Exceptional communication and storytelling skills — able to simplify complex insights for senior audiences -Relentless curiosity with the ability to dig deep for answers and insights -3-7 years of progressive experience in FP&A, commercial finance, or operations analytics, ideally within a multi-site, direct-to-consumer or home improvement environment -Resilient, adaptable, and comfortable leading through shifting priorities and business dynamics

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About Erie Home

-focused on pre-set in-home sales appointments for residential projects like roofing and siding. -offers world-class paid training and warm leads for its sales team. -projects involve high-quality residential roof installations with lifetime warranties. -culture is fast-paced and high-pressure, with promotions based on performance. -sales representatives deliver 3- to 5-hour in-home presentations as part of their routine.

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