Financial Planning & Analysis (FP&A) Senior Analyst

Systems Planning and Analysis, Inc. • Full-time • Columbus, OH, US • 3w ago

Financial Planning & Analysis (FP&A) Senior Analyst
Location: Westerville, Ohio
Work Schedule: In-Office

About the Role:
Lifetime Quality Roofing is seeking a talented FP&A Senior Analyst to play a key role in driving financial performance across our residential and commercial roofing projects. In this role, you will partner closely with leadership and operations to provide actionable insights, influence strategic decisions, and support the growth and profitability of the business.

Key Responsibilities:

Financial Planning & Forecasting

Develop and maintain budgets, rolling forecasts, and financial models
Analyze revenue, margins, labor, material costs, and cash flow

Financial Analysis & Reporting

Prepare monthly reporting and variance analysis
Identify trends and create KPIs related to job costing and profitability

Business Partnering

Work closely with operations, sales, and project teams to improve financial outcomes
Support pricing decisions, bids, and margin improvement initiatives

Process Improvement

Improve financial reporting accuracy, timeliness, and automation
Support enhancements to job costing systems and financial tools

Compliance & Controls

Ensure financial data accuracy and consistency with accounting policies
Assist with audits and internal control requirements

Ideal Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, or related field
2–4 years of experience in FP&A, corporate finance, or financial analysis
Strong proficiency in Excel (financial modeling, pivot tables, formulas)
Experience analyzing P&L statements and financial drivers
Strong analytical, problem-solving, and communication skills
Familiarity with job costing and project margin analysis
Experience with ERP or accounting systems (e.g., QuickBooks, Sage, NetSuite, or similar)
Experience with BI or reporting tools (Power BI, Tableau, etc.)

Why Lifetime Quality Roofing?
We’re growing rapidly, and our FP&A team plays a central role in shaping the financial strategy of the company. This is a great opportunity to work closely with leadership, have visibility across multiple business areas, and make a tangible impact on the company’s growth and profitability.

Job Type: Full-time

Benefits: