Director of Financial Planning and Analysis

About the role

The Director of Financial Planning and Analysis at West Shore Home is responsible for running the annual budget, rolling forecasts, and financial modeling that drive operating decisions. This role also involves leading the BI team's reporting infrastructure and the research team's market and competitive analysis. The Director translates financial and operational data into actionable insights that support the Vice President of Finance and executive team in setting strategy.

Responsibilities

• Build and maintain financial models that support scenario planning, risk analysis, and capital allocation recommendations to the VP of Finance and executive team.
• Lead the research sub-team in producing market analysis, competitive intelligence, and industry benchmarking that informs financial planning and executive decision-making.
• Manage, mentor, and develop a high-performing FP&A team, fostering a culture of accountability and continuous improvement.
• Serve as a trusted financial advisor to executive leadership and department heads, presenting insights and recommendations that drive operational and strategic decisions.
• Provide analytical research, financial modeling, and due diligence support for M&A, new market entry, and strategic growth initiatives.

Requirements

• Bachelor’s degree in accounting, finance, economics, business analytics, or a related quantitative field, with a minimum of ten (10) years of progressive FP&A and/or financial analysis experience, including at least four (4) years managing an FP&A or analytics team.
• Strong analytical and problem-solving skills, with the ability to distill complex data into clear insights.
• Proficiency with financial systems and tools (e.g., Excel, Planning & Budgeting tools, BI platforms).

Qualifications

• Experience in a similar role within a home improvement or construction company is preferred.
• Experience with project management tools such as Asana, Trello, or similar.
• Experience with financial modeling software like Microsoft Power BI, Tableau, or similar.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to manage multiple projects simultaneously.
• Experience with financial systems and tools (e.g., Excel, Planning & Budgeting tools, BI platforms).

Benefits

• Comprehensive Health Insurance options (Medical, Dental, Vision, Accident, Life, Critical Illness, Short and Long-Term Disability)
• 401(k) Retirement Plan with company match
• HSA plan with company match
• Paid holidays and paid time off (PTO)
• Employee Referral Program
• Employee Discount Program
• Paid training and unlimited professional growth potential

Pay

$120,000 - $150,000 annually based on experience and qualifications.

Schedule

Monday-Friday, 8:00AM-5:00PM (Full-Time)