Job Description
Job Description
Description : About the role :
The Sr. Analyst - Financial Planning and Analysis is a key business partner to Erie Home’s Commercial, Marketing, and Operations leadership teams. This role plays a pivotal part in shaping profitable growth strategies, uncovering performance opportunities, and driving cross-functional alignment to achieve our short- and long-term objectives. Acting as a strategic operator rather than a traditional analyst, this role uses data-driven insights, business acumen, and influence to help define where we compete, how we win, and how we scale profitably.
Reports to : Sr. Director of Margin Enhancement and Strategic Growth
Scope of Role : Individual contributor with enterprise influence
Location : Toledo, OH; on-site preferred
How you will make an impact :
Drive Strategic Performance and Business Growth
- Act as a trusted advisor to Commercial, Marketing, and Operations leaders, translating complex data into actionable strategies that improve sales, margin, and operational efficiency
- Bring an “outside-in” mindset, leveraging market intelligence, competitive insights, and business analytics to challenge assumptions and shape decision-making
- Develop and communicate performance narratives that highlight key profit drivers by market, region, material, and customer segment
- Lead the Monthly Business Review process, driving accountability and alignment across business functions
- Serve as a catalyst for innovation, identifying opportunities to optimize pricing, productivity, and customer economics as well as new product development support
Plan, Forecast, and Deliver Insight with Clarity
Own and continuously improve sales and margin forecasting models by office, region, and material; ensuring transparency, accuracy, and agility in planning cyclesConduct forward-looking performance analyses that anticipate risk, highlight opportunity, and guide commercial and operational actionPartner with cross-functional teams to develop strategic plans and long-range forecasts that align financial goals with growth ambitionsCollaborate with IT partners to build tools and dashboards (Power BI, Salesforce, etc.) that elevate visibility and support real-time, data-driven managementSupport Board of Director presentation material preparationLead Across the Enterprise
Act as the connective tissue between Finance, Commercial, Marketing, and Operations teams; ensuring that data and insights drive unified decision-makingChampion a culture of analytical excellence — teaching, influencing, and empowering leaders to use data strategicallyContinuously evolve analytical methods, tools, and reporting to keep pace with Erie Home’s growth and market dynamicsPartner with Recruiting and Operations to optimize workforce planning and productivity.Share best practices, tools, and insights across the finance organization to elevate overall business intelligence maturityRequirements :
3-7 years of progressive experience in FP&A, commercial finance, or operations analytics, ideally within a multi-site, direct-to-consumer or home improvement environmentBachelor’s degree in finance, business, or a related fieldProficiency in Power BI, Salesforce, and Microsoft Office Suite (Excel and PowerPoint)Knowledge, Skills, and AttributesStrong strategic and financial acumen; able to connect numbers to business narratives and outcomesRelentless curiosity with the ability to dig deep for answers and insightsProven change agent with the courage to challenge the status quo and drive improvementDemonstrated ability to work autonomously in an ambiguous environment, prioritizing effectively and delivering measurable impactExceptional communication and storytelling skills — able to simplify complex insights for senior audiencesResilient, adaptable, and comfortable leading through shifting priorities and business dynamicsBuilds trust quickly through collaboration, transparency, and follow-throughTakes ownership of results, learns from setbacks, and moves with urgency toward solutionsAbout Erie Home :
Established in 1976 and headquartered in Toledo, Ohio, Erie Home is a national leader in home improvement, consistently ranking among the top 10 in Qualified Remodeler's Top 500. With over 100 locations and over $600M in annual revenue, we are rapidly expanding into new markets, backed by decades of industry expertise and the support of Gridiron Capital.
At Erie Home, we transform houses into homes with industry-leading residential roofing and basement waterproofing solutions, protecting homeowners' most valuable investments. Join a company where growth, connection, and leadership drive continued success.
Erie Home does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, any other applicable federal, state or local protected class or other non-merit factor. If, because of a disability, you need reasonable accommodation for any part of the application process, please contact Human Resources and let us know the nature of your request and your contact information.