Summary: The purpose of this position is to provide financial and operational analysis support to Operations and Area Managers.  The selected candidate will:

  • Develop, support and maintain all aspects of financial and operational information, adding value to the process and management of reviews. 
  • Participate in the development of new processes and coordination of resources for efficiency enhancements. 
  • Support and enhance the ongoing management review process and management of the area for both profitability and operational improvements.
  • Assist Senior FP&A leadership in the development of budgeting and forecasting processes.
  • Be detail oriented and quick to identify and follow up on issues to resolution.
  • Routinely work effectively with field managers, internal management, and accounting.


Essential Duties and Responsibilities:

  • Prepare monthly financial reporting packages, dashboards and P&L reports (pivot table reports and detailed variance analysis)
  • Create forecasting models
  • Profitability and Expense Analysis
  • Assist in monthly P&L generation, research, and reconcile all variances from plan.
  • Prepare all requests for adjustments or reclassification of expenses as required.
  • Communicate guidelines with field for appropriate expense coding to minimize required reclassifications
  • Prepare benchmark reports to Field Management and Operations Administration for expenses (COR and SGA)
  • Profit improvement planning and modeling- development of activity based costing models.
  • Budgeting & Planning:
  • Creating and maintaining control documents before and during the budgeting process.
  • Ensuring that the appropriate personnel have access to adequate training for the budget process.
  • Preparing all summary documentation and reporting to Field management and Operations Administration.
  • Identifying and highlighting all expected variances from prior year as part of the process.
  • Assist field in the preparation of budgets for new business audits as they arise during the year.



  • Bachelor’s degree (B.A.) from accredited four-year college or university
  • 3+ years of related experience and/or training
  • Advanced Excel skills including: Macros, Pivots, Lookups
  • Preferred: experience with reporting tools – Excel, Tableau, SQL, PowerBI, etc. 
  • Preferred: experience with Databases: SQL can help in report building with IT
  • Ability to work independently with minimal direction in a fast paced environment
  • Strong communication and advisory skills with peers and management