Senior Financial Analyst

Improveit Home Remodeling is seeking a highly analytical, detail-oriented Senior Financial Analyst to join our growing finance team. This is a career-track position designed for a driven professional who wants to build toward a future Controller role within our organization. In this position, you'll analyze financial and operational data, support strategic decision-making across the business, and provide insights that drive profitable growth through pricing, margin optimization, forecasting, and operational efficiency initiatives. You'll partner directly with leaders across Sales, Operations, Marketing, HR, and Finance — gaining the kind of cross-functional exposure that builds a strong foundation for financial leadership. As Improveit continues to expand into new markets, this role offers the opportunity to grow your scope of responsibility alongside the company. What You'll Do Financial Planning & Analysis Assist with the annual budgeting process and periodic forecasting Analyze monthly financial results and explain variances to budget and prior periods Develop and maintain financial models to support business decisions Prepare profitability analyses by product, location, sales channel, and department Support cash flow forecasting and financial planning initiatives Reporting & Analytics Create and maintain dashboards and KPI reports for leadership Analyze sales performance, conversion rates, pricing trends, and margin performance 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 Business Partnership 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 Systems & Process Improvement 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 Compliance & Internal Controls Support compliance with company policies, accounting standards, and applicable regulatory requirements Assist in maintaining and monitoring internal controls to safeguard company assets and ensure accuracy of financial information 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 Assist with external audits, tax reporting support, and requests from regulatory agencies as needed 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 Assist in investigating and resolving compliance-related issues and implementing corrective actions when necessary Your Path to Controller This role is built as a launching point, not a ceiling. As you demonstrate mastery of financial reporting, internal controls, and cross-departmental partnership, you’ll have the opportunity to take on increasing responsibility in areas such as: Full-cycle accounting oversight and close processes Leading internal control design and audit readiness Managing and mentoring accounting team members Owning financial reporting and compliance strategy company-wide What You Bring 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 How We'll Measure Success Timely and accurate financial reporting Forecast accuracy and budget management Identification of cost-saving and profitability improvement opportunities Quality and usefulness of business insights provided to leadership Continuous improvement of reporting processes and analytics capabilities What We Offer Highly Competitive Compensation + Lucrative Bonus Opportunity Medical and Dental Insurance Options 401k Retirement Savings Plan Paid Vacation and Personal Days Upbeat, Positive Work Environment Career Advancement Options Contests and Fun Culture Initiatives Brand New Offices Fast-paced, Growth-Oriented Workplace Advanced Technology Tools Focus on Work-Life Balance Strong Commitment to Marketing Excellence Across Organization Stability of a 33-yr young Company with the fuel of a rocket ship! About Us Serving the needs of homeowners since 1989, Improveit! Home Remodeling is a leading replacement contracting company headquartered in Columbus Ohio. Markets served include Columbus, Dayton, Cincinnati, Louisville, Lexington and Southern Indiana. We specialize in replacement windows, bathroom remodeling and kitchen transformations. BBB-Accredited and 24-time Consumers’ Choice Awards Winners, we've completed over 60,000 jobs with about one in four of those being for a repeat customer. We foster a culture focused on winning and our passion is deeply rooted in continuous improvement. We seek leaders who are interested in developing leaders. For us, “Improveit” is more than a name – it’s an attitude that governs all that we do for our staff, our customers, and our communities. We value curiosity, passion, continuous improvement, and the relentless pursuit of excellence. If working for an organization that is driven to be the best and understands that it takes a stellar mix of people, processes, and technology to be a leader, this could be the home for you. If the idea of helping our organization grow through marketing excellence and helping an incredible Company reach even greater heights sounds like music to your ears, we invite you to apply today. #J-18808-Ljbffr