Financial Planning & Analysis Manager

Expo Home Improvement•Farmers Branch, TX

11h

About The Position

We are seeking a high-capacity Financial Planning & Analysis Manager to drive financial clarity, operating discipline, and strategic decision-making across the organization. This role will support leadership across Marketing, Sales, Inside Sales, Production, Recruiting, CSAT, G&A, and other business functions by translating financial performance into clear operational actions. The successful candidate will help leaders understand what is happening in the business, why it is happening, and what actions should be taken next. This position owns the company’s financial planning cadence, including the annual plan, rolling forecasts, monthly business reviews, and financial modeling that supports strategic decisions and operational execution. About Expo Home Improvement Expo Home Improvement, a top-rated Texas-based home remodeling company, specializes in high-quality bathroom, kitchen, and window remodels for residential customers since 2006. We are recognized for exceptional craftsmanship, outstanding customer service, and a commitment to enhancing the lives of homeowners. Recognized as a Top Place to Work in the nation, our people-first approach fosters a supportive culture that drives excellence and growth. Beyond transforming homes, we are dedicated to building lasting relationships and making a positive impact in the communities we serve.

Requirements

Bachelor’s degree in, Finance, Accounting, Economics, or related field (MBA or CPA preferred)
5–8+ years of FP&A, corporate finance, or business analysis experience
Advanced financial modeling and Excel skills required
Experience with BI tools (Tableau, Power BI, or similar) preferred
Experience supporting cross-functional leadership teams
Strong analytical ability with excellent business judgment
Clear communicator capable of translating complex financial data into operational insights

Responsibilities

Own the annual budgeting process across departments, Lines of Business (LOB), and geographic markets
Build and maintain driver-based financial models including lead volume, set rate, close rate, average job size, production capacity, and labor utilization
Develop rolling forecasts with 1-, 3-, 12-, and 18-month visibility for revenue, margin, expenses, and cash flow
Deliver variance analysis focused on drivers and actions, not just accounting explanations
Support long-term strategic planning and capital allocation decisions
Prepare and deliver the Monthly Operations & Forecast Business Review package
Translate financial results into clear performance narratives: What happened ? Why ? What we will change ? Expected impact
Standardize metrics across departments to eliminate multiple versions of the truth
Consolidate inputs from departments into a company-wide forecast
Partner with Marketing leadership to manage Cost of Marketing (COM) performance
Analyze full funnel performance: Marketing Spend ? Leads ? Issued Appointments ? Sales ? Installed Revenue ? Margin
Monitor metrics including: Cost per Lead Cost per Appointment Cost per Sale Customer Acquisition Cost Return on Ad Spend (ROAS) Cost of Marketing (COM)
Provide market-by-market profitability insights and investment recommendations
Serve as financial partner to leaders across Sales, Marketing, Operations, and Call Center teams
Support weekly KPI reviews, monthly close analysis, and rolling forecasts
Provide scenario modeling for: Hiring plans Expansion decisions Pricing strategies Market growth initiatives
Train leaders on financial performance metrics and decision-making frameworks
Direct the IT Data Analyst on reporting automation and dashboard priorities
Ensure data integrity across CRM, ERP, payroll, marketing platforms, and BI systems
Build executive dashboards and KPI scorecards that drive action and accountability
Standardize reporting cadence across departments