Financial Planning & Analysis Manager
Expo Home Improvement
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Farmers Branch, TX
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0
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Not Applicable
Posted April 2, 2026
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Responsibilities
Commitments
Responsibilities
- Financial Planning & Forecasting
- 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
- Monthly Business Reviews & Performance Accountability
- Prepare and deliver the Monthly Operations & Forecast Business Review package
- Translate financial results into clear performance narratives: What happened ?
- 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 ?
- Sales ?
- Installed Revenue ?
- Margin
- Monitor metrics including:
- Provide market-by-market profitability insights and investment recommendations
- Strategic Business Partnership
- 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:
- Expansion decisions
- Pricing strategies
- Market growth initiatives
- Train leaders on financial performance metrics and decision-making frameworks Data, Systems & Reporting Leadership
- 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
- About Expo Home Improvement
Commitments
Occasional extended hours during budgeting cycles, forecasting updates, and month-end close
Expo Home Improvement complies with the ADA and will provide reasonable accommodations to qualified individuals with disabilities.
We encourage both prospective and current employees to discuss potential accommodations.
Not Met Priorities
What still needs stronger evidence
Requirements
- 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
Preferred Skills
- Experience with BI tools (Tableau, Power BI, or similar) preferred
Education
- (Not required) – Bachelor’s degree in, Finance, Accounting, Economics, or related field (MBA or CPA preferred)
Description
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.
Key Responsibilities
Financial Planning & Forecasting
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
Monthly Business Reviews & Performance Accountability
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
Marketing Performance & ROI
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
Strategic Business Partnership
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 Data, Systems & Reporting Leadership
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
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
Working Conditions
Professional office environment with extensive use of computers, financial systems, and data analytics platforms
Frequent collaboration with executive leadership and cross-functional teams
Fast-paced environment requiring management of multiple projects and deadlines
Occasional extended hours during budgeting cycles, forecasting updates, and month-end close
Regular handling of confidential financial and strategic company information
Equal Opportunity Employer
Expo Home Improvement provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability status, or any other characteristic protected by law.
Americans With Disabilities Act (ADA)
Expo Home Improvement complies with the ADA and will provide reasonable accommodations to qualified individuals with disabilities. We encourage both prospective and current employees to discuss potential accommodations.
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.
Key Responsibilities
Financial Planning & Forecasting
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
Monthly Business Reviews & Performance Accountability
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
Marketing Performance & ROI
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
Strategic Business Partnership
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 Data, Systems & Reporting Leadership
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
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
Working Conditions
Professional office environment with extensive use of computers, financial systems, and data analytics platforms
Frequent collaboration with executive leadership and cross-functional teams
Fast-paced environment requiring management of multiple projects and deadlines
Occasional extended hours during budgeting cycles, forecasting updates, and month-end close
Regular handling of confidential financial and strategic company information
Equal Opportunity Employer
Expo Home Improvement provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability status, or any other characteristic protected by law.
Americans With Disabilities Act (ADA)
Expo Home Improvement complies with the ADA and will provide reasonable accommodations to qualified individuals with disabilities. We encourage both prospective and current employees to discuss potential accommodations.