Talent.com
Financial Planning & Analysis Lead

Financial Planning & Analysis Lead

Pj FitzpatrickNew Castle, DE, US
2 days ago
Job type
  • Full-time
  • Quick Apply
Job description

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
  • Create a job alert for this search

    Financial Planning • New Castle, DE, US

    Related jobs
    • Promoted
    Financial Planning & Analysis Manager, Growth

    Financial Planning & Analysis Manager, Growth

    Towne ParkLafayette Hill, PA, US
    Full-time
    Towne Park Fpa Manager, Growth.At Towne Park, it's more than a job, you can make an impact.A career with us is rewarding in more ways than one. As a hospitality services company, our commitment is t...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    AtlasKing Of Prussia, PA, US
    Full-time
    Atlas is a global strategic consulting firm, focused on the life sciences industry.Our services include Management Consulting, Managed Services and Agile Services. Global pharmaceutical companies an...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst III

    Financial Analyst III

    Chesapeake UtilitiesMiddletown, DE, United States
    Full-time
    Location : Hybrid located in Yulee, FL West Palm Beach, FL, Newark, DE or Dover, DE.At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to...Show moreLast updated: 10 days ago
    • Promoted
    Financial Planning Analyst (Chemical Manufacturing)

    Financial Planning Analyst (Chemical Manufacturing)

    TrinseoWayne, PA, United States
    Full-time
    Financial Planning Analyst (Chemical Manufacturing).Trinseo is a different kind of global materials company - at the intersection of people, technology, and customers. We are a world leader in the p...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationWilmington, Delaware
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationWilmington, Delaware
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Speech Language Pathologist (SLP) - $1,820 to $3,413 per week in Odessa, DE

    Travel Speech Language Pathologist (SLP) - $1,820 to $3,413 per week in Odessa, DE

    AlliedTravelCareersOdessa, DE, US
    Full-time
    AlliedTravelCareers is working with CompHealth to find a qualified Speech Language Pathologist (SLP) in Odessa, Delaware, 19730!. When it comes to finding the perfect locums assignment, sometimes it...Show moreLast updated: 30+ days ago
    • Promoted
    Project Financial Administrator

    Project Financial Administrator

    The Judge GroupWayne, PA, United States
    Full-time
    Project Financial Administrator.Serve as the primary point of contact for the creation and administration of projects, project resourcing, project. Serve as a point of contact for communicating with...Show moreLast updated: 11 days ago
    • Promoted
    Manager, Financial Analytics (Manager, Financial Planning & Analytics)

    Manager, Financial Analytics (Manager, Financial Planning & Analytics)

    AscellaHealthBerwyn, PA, US
    Full-time
    Manager, Financial Analytics (Manager, Financial Planning & Analysis).AscellaHealth is looking for a Manager of Financial Analytics (Manager of Financial Planning and Analysis) in Berwyn, PA.Th...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    Marsh McLennanConshohocken, PA, US
    Full-time
    The primary role of the Financial Analyst is to support financial planning and analysis for the East Region of Marsh McLennan Agency. The Financial Analyst collaborates with internal stakeholders to...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationWilmington, Delaware
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago
    • Promoted
    Board Certified Behavior Analyst (BCBA)

    Board Certified Behavior Analyst (BCBA)

    Pediatric Therapeutic Services, Inc.Atglen, PA, US
    Full-time
    Pediatric Therapeutic Services (PTS) is seeking a full time Board-Certified Behavior Analyst (BCBA) to provide school-based services to a local school district in Atglen, PA.We offer competitive ra...Show moreLast updated: 7 days ago
    • Promoted
    Travel Physical Therapist - $2,075 per week

    Travel Physical Therapist - $2,075 per week

    SkyBridge Healthcare TherapyMiddletown, DE, United States
    Full-time
    SkyBridge Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Middletown, Delaware.Job Description & Requirements. SkyBridge Healthcare is actively seeking a dedicated and ...Show moreLast updated: 9 days ago
    • Promoted
    Financial Planning & Analysis Lead

    Financial Planning & Analysis Lead

    PJ FitzpatrickNew Castle, DE, US
    Full-time
    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...Show moreLast updated: 1 day ago
    • Promoted
    Financial Business Analyst

    Financial Business Analyst

    OnbeConshohocken, PA, US
    Full-time
    Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf.Because that's exactly how we work : on behalf of our clients, as their comprehensive...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Program Lead

    Program Lead

    RSC2Aberdeen Proving Ground, MD, US
    Full-time
    Small Business Administration (SBA) Certified HUBZone Professional Services company headquartered in Baltimore, Maryland. RSC2 provides breakthrough expertise, support services, and technologies to ...Show moreLast updated: 18 hours ago
    • Promoted
    Manager, Financial Planning & Analysis

    Manager, Financial Planning & Analysis

    VanguardMalvern, PA, US
    Full-time
    Join Vanguard's FP&A team as a Finance Manager supporting Workplace Solutions group (VWS) and the "SPO" (Strategy, Partnerships, and Operations) subdivision. VWS uniquely brings the best of Vanguard...Show moreLast updated: 9 days ago
    • Promoted
    Financial Reporting Analyst

    Financial Reporting Analyst

    SuvodaConshohocken, PA, US
    Full-time
    Suvoda is a global clinical trial technology company shaping digital experiences that enable clinical trial sponsor and site professionals to take full command over the inherent logistical complexi...Show moreLast updated: 28 days ago