Senior Financial Analyst

About the role

Serve as a career-track Senior Financial Analyst at Improveit Home Remodeling, supporting strategic decision-making across various departments and building towards a future Controller role.

Responsibilities

• Assist with annual budgeting and periodic forecasting
• Analyze monthly financial results and explain variances to budget and prior periods
• Develop and maintain financial models to support business decisions
• Create and maintain dashboards and KPI reports for leadership
• Prepare profitability analyses by product, location, sales channel, and department
• Support cash flow forecasting and financial planning initiatives
• Monitor labor costs, installation costs, and operational efficiency metrics
• Identify trends, risks, and opportunities through financial and operational data analysis
• Prepare executive-level reports and presentations
• Collaborate with department leaders to evaluate business performance and identify improvement opportunities
• Support strategic initiatives through financial modeling and scenario analysis
• Provide recommendations to improve profitability, productivity, and operational efficiency
• Assist with special projects and ad hoc analysis as requested
• Improve reporting processes through automation and enhanced data analytics
• Ensure accuracy and integrity of financial and operational data
• Support implementation and optimization of reporting tools and business systems
• Document and maintain reporting procedures and analytical methodologies
• Support compliance with company policies, accounting standards, and applicable regulatory requirements
• Perform periodic audits and reviews of financial and operational data to identify discrepancies, risks, or control weaknesses
• Collaborate with Accounting, HR, Sales, and Operations to ensure adherence to established procedures and controls
• Absorb and respond to external audits, tax reporting support, and requests from regulatory agencies as needed
• Maintain and monitor key compliance metrics and report findings, trends, and recommendations to leadership
• Document financial processes and recommend improvements to strengthen controls and reduce risk
• Support compliance initiatives related to data integrity, reporting accuracy, payroll, commissions, vendor payments, and customer transactions
• Stay current on relevant accounting, tax, and business regulations that may impact company operations
• Investigate and resolve compliance-related issues and implement corrective actions when necessary

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
• 3–5 years of experience in financial analysis, FP&A, accounting, or a related area
• Advanced Microsoft Excel skills, including PivotTables, lookup functions, and financial modeling
• Experience with budgeting, forecasting, and financial modeling
• Experience analyzing large data sets and developing meaningful business insights
• Strong analytical and problem-solving abilities
• Excellent communication and presentation skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Experience with ERP systems, CRM systems, and business intelligence tools preferred
• Experience with Sage 50 Accounting Software a plus

Qualifications

• Highly competitive compensation package including a lucrative bonus opportunity
• Medical and dental insurance options
• 401(k) retirement savings plan
• Paid vacation and personal days
• Upbeat, positive work environment
• Opportunities for career advancement
• Contests and fun culture initiatives
• New offices
• Fast-paced, growth-oriented workplace
• Advanced technology tools
• Focus on work-life balance
• Strong commitment to marketing excellence across the organization
• Stability of a 33-year-old company with the fuel of a rocket ship!

Benefits

• Medical and Dental Insurance Options
• 401k Retirement Savings Plan
• Paid Vacation and Personal Days
• Contests and Fun Culture Initiatives
• New Offices
• Advanced Technology Tools
• Focus on Work-Life Balance
• Strong Commitment to Marketing Excellence Across Organization
• Stability of a 33-Year-Old Company with the Fuel of a Rocket Ship!