Financial Planning & Analysis Lead

P.J. Fitzpatrick is the most trusted name in home improvement across the Delaware Valley, renowned for professionalism, integrity, and exceptional customer service. As the only contracting company in the region to receive the Better Business Bureau Torch Award for ethics, we pride ourselves on building lasting relationships with both our clients and our employees. Joining P.J. Fitzpatrick means becoming part of a team dedicated to excellence, growth, and making a meaningful impact in the communities we serve.

Job Summary:

Reporting to the CFO, The FP&A Lead will play a critical part in delivering financial insights, supporting strategic decision-making, and ensuring strong financial discipline across our multi-location operations.

The FP&A Lead will be responsible for financial modeling, forecasting, budgeting, variance analysis, and reporting. The ideal candidate will be a self-starter with strong analytical skills, exceptional business acumen, and the ability to partner with leadership across the company.

#PJFITZ2025

Duties/Responsibilities:

 Financial Forecasting & Budgeting

· Lead development of annual budgets and rolling forecasts across all locations and business units.

· Collaborate with business leaders to align financial targets with operational goals.

Reporting & Analysis

· Prepare monthly and quarterly financial reporting packages with analysis of revenue, margins, expenses, and cash flow.

· Deliver variance analysis and identify key drivers of performance vs. plan, forecast, and prior year.

· Track and analyze KPIs relevant to retail/home improvement operations.

Business Partnership

· Partner with location managers and department heads to provide financial insights that improve operational performance.

· Support leadership with ad-hoc analysis on strategic initiatives

Modeling & Decision Support

· Build and maintain financial models

Provide data-driven recommendations to improve profitability, efficiency, and growth

Compensation:

· Salary Plus Potential Monthly Incentive

Schedule:

Monday-Friday 8am-4:30pm in office

Requirements

Required Skills/Abilities:

· Strong financial modeling and analytical skills with advanced Excel and proficiency in financial planning tools

· Excellent understanding of P&L, balance sheet, and cash flow dynamics.

· Proven ability to translate financial data into actionable insights for non-financial stakeholders.

· Strong communication and presentation skills; able to partner effectively with executives and location managers.

· Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.

Education and Experience:

· Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CPA/CFA preferred.

· 4–7 years of experience in FP&A, corporate finance, or consulting, ideally in a multi-location retail, consumer, or home improvement business.

Benefits

Benefits

• Health Insurance
• Vision
• Dental
• 401K with a company match
• PTO
• Paid Holidays
• Floating Holiday
• PTO on your Birthday