PJ Fitzpatrick
Financial Planning & Analysis Lead
PJ Fitzpatrick, New Castle, Delaware, United States, 19720
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Financial Planning & Analysis Lead
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PJ Fitzpatrick
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.
Overview 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.
Responsibilities
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.
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.
Partner with location managers and department heads to provide financial insights that improve operational performance.
Support leadership with ad-hoc analysis on strategic initiatives.
Build and maintain financial models.
Provide data‑driven recommendations to improve profitability, efficiency, and growth.
Schedule Monday‑Friday 8am‑4:30pm in office.
Requirements
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.
Compensation Salary plus potential monthly incentive.
Benefits
Health Insurance
Vision
Dental
401K with a company match
PTO
Paid Holidays
Floating Holiday
PTO on your Birthday
#J-18808-Ljbffr
Financial Planning & Analysis Lead
role at
PJ Fitzpatrick
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.
Overview 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.
Responsibilities
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.
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.
Partner with location managers and department heads to provide financial insights that improve operational performance.
Support leadership with ad-hoc analysis on strategic initiatives.
Build and maintain financial models.
Provide data‑driven recommendations to improve profitability, efficiency, and growth.
Schedule Monday‑Friday 8am‑4:30pm in office.
Requirements
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.
Compensation Salary plus potential monthly incentive.
Benefits
Health Insurance
Vision
Dental
401K with a company match
PTO
Paid Holidays
Floating Holiday
PTO on your Birthday
#J-18808-Ljbffr