Director of Financial Planning and Analysis at SERVPRO of Vacaville / Dixon in IL-Chicago-60653

Job description

• The Director of Financial Planning & Analysis is responsible for financial planning and analysis, business analytics, project profitability review, budgeting and forecasting, financial reporting analysis, and risk / compliance (e.g. insurance, documentation). This role partners with ownership, executive management, operations leadership, project managers, and the accounting team to provide actionable financial insights, support strategic decision-making, and improve profitability across the organization. The position combines financial leadership, analytical expertise, and accounting knowledge to support organizational growth, performance, and compliance across multiple entities and franchise licenses.

Responsibilities

• Develop, maintain, and report on financial metrics, dashboards, KPIs, and business analytics.
• Review and analysis of financial statements, budgets, forecasts, and operating results to identify trends, variances, risks, and opportunities.
• Review key balance sheet and income statement trends and coordinate follow-up with accounting team and operations teams as needed.
• Review month-end financial results and partner with the Controller to ensure timely completion of the close process.
• Analyze intercompany processing and reporting, shared cost allocations, and segment profitability to support management decisions.
• Develop and maintain clear, analytically useful Reconstruction P&L reporting, distinct from the overall company P&L.
• Review and analyze each MMO’s Reconstruction P&L on a monthly basis to ensure accuracy, consistency, and to evaluate profitability, trends, variances, and performance against budget.
• Determine breakeven levels, contribution margin targets, and profitability benchmarks for each MMO's Reconstruction department.
• Evaluate Construction Project Managers’ financial performance by analyzing job volume, job size, profitability, billing, collections, backlog, and budget-to-actual results.
• Develop, implement, and continuously improve financial reporting, project profitability dashboards, and management analytics to support the successful growth of the Reconstruction department across all SERVPRO Team Zubricki franchises.
• Assist Controller in developing project budgets, job costing standards, profitability trends, and financial review procedures to ensure reconstruction projects are run efficiently and profitably.
• Review of job costing, preparation and review of WIP schedule, proper revenue recognition, and margin trends for Reconstruction projects and identify matters requiring follow-up.
• Partner with Operations, Reconstruction leadership, and project managers to identify financial risks, cost overruns, billing issues, and opportunities for improved profitability.
• Provide clear and actionable financial reporting and insights to ownership and leadership to support decision-making.
• Review and evaluate subcontractor budget performance, cost trends, and margin impact by project and project manager.
• Analyze vendor and material cost trends, including major spend categories such as Home Depot, Lowe's, cabinetry, flooring, carpentry, and other project-related costs.
• Financial Reporting
• Manage assigned month-end closing procedures to ensure financials are completed timely and accurately, including review with Ownership, the Controller, and Operational Leaders.
• Oversee key accounting functions as assigned and ensure the accuracy of financial information used for management reporting and analysis.
• Assist in managing the Accounts Payable team, with oversight of Subcontractors and Vendors’ compliance, and accurate project costs.
• Review balance sheet reconciliations as assigned, significant account activity, and critical estimates to identify unusual trends or unresolved matters.
• Support accurate and timely monthly, quarterly, and annual financial reporting.
• Assist with SERVPRO franchise accounting compliance and financial reporting requirements.
• Assist in maintaining accounting policies, reporting procedures, and internal controls across applicable entities.
• Coordinate with external accountants, auditors, lenders, advisors, and other third parties as needed.
• Assist management and the Controller with audit support, ad-hoc financial analysis, and special projects as needed.
• Collaborate with accounting, operations, reconstruction, and project management teams to translate financial data into business actions.
• Facilitate with Controller recurring project financial review meetings and follow up on action items with leadership and Project Managers.
• Budgeting & Forecasting
• Partner with Controller the support and development of budgets, rolling forecasts, department-level targets, and project-level financial plans.
• Manage and analyze cash flow forecasting, working capital trends, billing cadence, collections, and expected project cash requirements.
• Provide insights and recommendations based on financial analysis
• Evaluate current accounting, reporting, budgeting, and forecasting processes, recommending and implementing improvements for efficiency, visibility, and decision making.
• Partner with the Controller and Executive Leadership to improve reporting structure, data integrity, system workflows, and management dashboards.
• Participate in process changes with emphasis on reporting, analytics, and improved financial visibility.
• Ensure that all the business documentation required for filing annual reports, business licenses, etc. is completed timely and correctly.
• Assist Controller in compliance of insurances for all franchises/locations and help in completion of Insurance audits.
• -Ensure all proper documentation required (includes Subcontractor agreements, COI's, W-9's, etc.) for all franchises/locations is maintained and kept up to date.
• Other tasks as assigned by supervisor

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 7+ years accounting experience, with experience in financial planning and analysis and business analytics
• 2+ years supervisory or management experience
• Franchise accounting experience (preferred)
• Project accounting experience (preferred)
• Proficiency in spreadsheets, databases, financial modeling, dashboards, financial reporting, etc.
• Thorough knowledge and demonstrated skills in financial reporting review, budgeting, forecasting, analytics, project profitability analysis, and management reporting
• Experience working in a changing and dynamic environment (preferred)
• Proficiency in accounting software and reporting tools (e.g. IES, QuickBooks online, Sage, other)
• Effective communication and interpersonal skills, including ability to explain financial results and business trends to non-accounting leaders and management

Skills

Required

• Spreadsheets
• Databases
• Financial modeling
• Dashboards
• Financial reporting