Director of Financial Planning and Analysis

Job Description

Job Description

Servpro Team Zubricki - Evergreen Park/South Chicago

Director of Financial Planning & Analysis

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.

Primary Responsibilities

Financial Planning & Analysis:

• 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.

Reconstruction / Project Accounting and Analysis:

• 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.

Cross-Functional Leadership:

• 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

• Process Improvement:

• 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.
• Compliance:
• 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

Education and Experience 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

Normal Working Hours, Additional Working Hours, and Travel Requirements
This is a full-time position working between 7:00 a.m. and 5:00 p.m., Monday–Friday, 40 hours per week minimum and more during large loss/storm events and month end close.