Job Description

As the Manager, Financial Planning & Analysis (FP&A), you will lead the Company's financial planning, forecasting, budgeting, and strategic analysis functions while serving as a trusted business partner to executive leadership. Reporting to the Director of FP&A, you will provide actionable financial insights that influence key business decisions, drive operational performance, and support the Company's continued growth through organic expansion and acquisitions. This highly visible role requires a strategic thinker who can balance high-level financial leadership with hands-on analysis while continuously improving reporting, systems, and financial processes.

Responsibilities

1. Financial Reporting and Planning:

• Lead the preparation and delivery of monthly, quarterly, and annual financial reporting packages, providing insightful variance analysis and actionable recommendations to executive leadership.
• Own the annual budgeting process and monthly forecasting cycles, partnering closely with Accounting, Operations, Sales, and executive leadership to develop accurate financial plans aligned with business objectives.
• Develop and present executive-level financial reporting, including business review and Board presentation materials, KPIs, and performance dashboards for executive leadership and the Company's private equity sponsor.
• Analyze financial performance across projects, regions, business units, industries, building types, and other key operational segments to identify trends, risks, and opportunities.
• Partner with business leaders to evaluate project profitability, revenue performance, margins, and operational efficiency, providing financial insights that support strategic decision-making.
• Support the month-end close process by collaborating with the Accounting team to ensure accurate financial reporting and timely analysis of business results.
• Develop financial models, scenario analyses, and ad hoc reporting to support strategic initiatives, capital allocation decisions, and executive requests.
• Continuously enhance financial reporting processes, dashboards, and KPIs to improve decision-making, reporting efficiency, and overall business performance.

1. Systems Support:

• Become a subject matter expert of company systems and data with a goal to drive process improvements, improve data integrity, and provide better support for our internal customers.
• Assist in the maintenance of various accounting ledgers (Budget, Actual, Recast, etc.).
• Support company-wide system enhancements and integrations.

1. Work in Progress (WIP) Reviews:

• Lead the financial review and analysis of Work in Progress (WIP) reporting to ensure accurate revenue recognition, project forecasting, and margin performance.
• Partner with Operations and Project Management teams during WIP review meetings to evaluate project health, identify financial risks and opportunities, and improve forecast accuracy.
• Monitor trends in overbillings, underbillings, backlog, and project cash flow, providing actionable insights to optimize working capital and operational performance.
• Analyze project profitability, revenue recognition, and cost trends to support proactive decision-making and improve financial outcomes across the project portfolio.
• Maintain accurate backlog reporting and provide executive leadership with visibility into project performance, forecasted revenue, and financial risks.

1. M&A Related Activity:

• Lead and support multi-entity financial reporting, budgeting, forecasting, and performance analysis across the Company's operating businesses.
• Serve as a finance lead during the integration of acquired companies, driving the implementation of standardized financial reporting, planning processes, and systems.
• Partner with newly acquired business leaders to improve financial reporting, forecasting, and utilization of the Company's financial systems and processes.
• Develop and maintain financial models, including three-statement models and scenario analyses, to support acquisition integration, business planning, and strategic decision-making.
• Support financial due diligence, post-acquisition integration activities, and executive reporting related to M&A initiatives.
• Contribute to strategic initiatives supporting the Company's long-term growth objectives, including preparation for future private equity transactions or exit activities.
• Act as a subject matter expert for implementation and on-going integration of OSR's systems & processes across multiple entities.
• Provide financial support to acquisition company teams regarding reporting, leveraging systems to their full capability, and other ad-hoc requests.
• Assist in the creation of 3-statement models for acquisition companies.
• Provide support during PE exit process down the line.

1. Additional Responsibilities:

• Handle additional responsibilities and projects as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related major is required; an MBA, related master's degree or CFA a plus.
• 5+ years of experience in finance roles, preferably within the construction industry.
• Proficiency across P&L, cash flow and balance sheet; treasury knowledge a plus.
• Prior experience partnering with executive leadership.
• Experience leading budgeting and forecasting for a multi-location or multi-entity organization.
• Strong understanding of revenue recognition, WIP accounting, and project-based financial reporting preferred.
• Strong proficiency with MS Office Tools, especially Excel.
• Acumatica or similar ERP experience a plus.
• Ability to design and streamline reporting solutions using automation or data visualization. tools (e.g., Power BI, SQL and/or Tableau are a plus).
• Ability to work independently on a wide variety of projects.

If you embody our core values of continuous improvement, teamwork, attention to detail, and dedication to delivering consistent, quality work, we invite you to join our team at O'Hara's Son Roofing (OSR). Together, let's strive for excellence and be the preferred roofing contractor for our valued customers.

What OSR Offers You

• Flexible Work Environment
• Unlimited PTO + Paid Holidays
• Technology Package
• Medical Benefits - Partial Contribution:

• Medical Insurance: Aetna (EPO, PPO, & PPO HSA)
• Dental Insurance: Aetna (PPO)
• Vision Insurance: Guardian Insurance

• Retirement:

• 401k with up to 4% company match - after 1 year of continuous employment and 1000 hours worked

• Non-Contributory Benefits - Employer Paid:

• Life Insurance
• Accidental Death & Dismemberment (AD&D)
• Short Term Disability (STD)
• Long Term Disability (LTD)

• Quarterly Interactive Employee Events

About Our Hiring Process

We will share all the details on our company during the initial phone call. Maintaining your confidentiality is a priority, so your resume will only be submitted with your approval. We will keep you updated throughout each step of the hiring process.

Please, complete our online job application and send your resume in PDF format, including a personal email address, and mobile number where we can text or leave voicemails for you during regular business hours (8-5 pm CST). We appreciate your time and consideration of this career opportunity. Please, contact us with any additional questions at [redacted].

The preceding job description has been designed to indicate the general nature and level of work to be performed. It is not meant to be interpreted as a comprehensive inventory of all duties and responsibilities required of employees assigned to this job.