Director of Financial Planning and Analysis

Servpro Team Zubricki - Evergreen Park/South Chicago Director of Financial Planning & Analysis

The Director of Financial Planning & Analysis is responsible for financial planning and analysis, business analytics, project profitability review, budgeting and forecasting, financial reporting analysis
, and risk / compliance (e.g. insurance, documentation
).

This role partners with ownership,
executive management, operations leadership, project managers, and the accounting team to provide actionable financial insights, support strategic decision-making, and improve profitability across the organization.

The position combines financial leadership, analytical expertise, and accounting knowledge to support organizational growth, performance, and compliance across multiple entities and franchise licenses.

• Develop, maintain, and report on financial metrics, dashboards, KPIs, and business analytics.
• Review and analysis of financial statements, budgets, forecasts, and operating results to identify trends, variances, risks, and opportunities.
• Review key balance sheet and income statement trends and coordinate follow-up with accounting team and operations teams as needed.
• Review month-end financial results and partner with the Controller to ensure timely completion of the close process.
• Analyze intercompany processing and reporting, shared cost allocations, and segment profitability to support management decisions.

• Develop and maintain clear, analytically useful Reconstruction P&L reporting, distinct from the overall company P&L.
• Review and analyze each MMO’s Reconstruction P&L on a monthly basis to ensure accuracy, consistency, and to evaluate profitability, trends, variances, and performance against budget.
• Determine breakeven levels, contribution margin targets, and profitability benchmarks for each MMO's Reconstruction department.
• Evaluate Construction Project Managers’ financial performance by analyzing job volume, job size, profitability, billing, collections, backlog, and budget-to-actual results.
• Develop, implement, and continuously improve financial reporting, project profitability dashboards, and management analytics to support the successful growth of the Reconstruction department across all SERVPRO Team Zubricki franchises.
• Assist Controller in developing project budgets, job costing standards, profitability trends, and financial review procedures to ensure reconstruction projects are run efficiently and profitably.
• Review of job costing, preparation and review of WIP schedule, proper revenue recognition, and margin trends for Reconstruction projects and identify matters requiring follow-up.
• Partner with Operations, Reconstruction leadership, and project managers to identify financial risks, cost overruns, billing issues, and opportunities for improved profitability.
• Provide clear and actionable financial reporting and insights to ownership and leadership to support decision-making.
• Review and evaluate subcontractor budget performance, cost trends, and margin impact by project and project manager.
• Analyze vendor and material cost trends, including major spend categories such as Home Depot, Lowe's, cabinetry, flooring, carpentry, and other project-related costs.

• Manage assigned month-end closing procedures to ensure financials are completed timely and accurately, including review with Ownership, the Controller, and Operational Leaders.
• Oversee key accounting functions as assigned and ensure the accuracy of financial information used for management reporting and analysis.
• Assist in managing the Accounts Payable team, with oversight of Subcontractors and Vendors’ compliance, and accurate project costs.
• Review balance sheet reconciliations as assigned, significant account activity, and critical estimates to identify unusual trends or unresolved matters.
• Support accurate and timely monthly, quarterly, and annual financial reporting.
• Assist with SERVPRO franchise accounting compliance and financial reporting requirements.
• Assist in maintaining accounting policies, reporting procedures, and internal…