Financial Planning and Analysis Manager

Reports to: Chief Financial Officer

Member of: Finance Team

The FP&A Manager is the analytical engine of Premier Home Pros' finance function, turning data from Quick Books 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.

-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.

-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.

-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.

-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).

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

- 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…