Financial Planning & Analysis Manager

Job Description

The Financial Planning & Analysis Manager will be responsible for managing the PCG’s overall financial planning, forecasting and analysis activities. This individual will partner closely with executive leadership, vice presidents, branch leaders, and various department heads to provide insightful financial analysis, identify trends, and develop actionable recommendations to optimize profitability and support the company's growth objectives. A deep understanding of the construction industry, including project-based accounting, revenue recognition, and cost control, is essential for success in this role.  This role is critical in providing financial insights, supporting strategic decision-making, and ensuring strong financial management of the entire organization.

Responsibilities Include

• Build and manage the company’s financial planning and analysis team.
• Develop, maintain and manage detailed financial models for forecasting, and long-range planning, specifically adapting to the cyclical and project-based nature of construction.
• Conduct variance analysis between actual results, budget, and forecast, identifying key drivers and providing actionable insights to management and leadership.
• Monitor and manage comprehensive financial reports, dashboards, and presentations for senior management, highlighting key performance indicators (KPIs) relevant to PCG operations.
• Manage the development and implementation of financial policies and procedures to enhance internal controls and operational efficiency.
• Manage ad-hoc financial analysis and modeling to support strategic initiatives, investment decisions, ROI analysis, capex, and business development opportunities.
• Provide financial insights and recommendations to senior leadership to optimize working capital, cash flow, and capital expenditures.
• Identify and analyze business trends, market conditions, and competitive landscapes relevant to the construction industry.
• Act as a trusted financial business partner to corporate departments, branch leadership, and operations controllers, providing financial guidance and support for strategic initiatives.
• Support special projects, as assigned by senior management, including M&A due diligence, capital expenditure analysis, and operational efficiency studies.
• Stay abreast of industry best practices and emerging technologies in construction finance.
• Translate business needs into detailed system specifications, functional designs, and technical requirements.
• Collaborate with IT teams, vendors, and stakeholders to ensure successful system deployments and integrations.
• Drive automation initiatives within financial operations where applicable.
• Recommend and implement solutions to streamline processes, improve data accuracy, and enhance operational efficiency.
• Administer, maintain, and troubleshoot existing financial systems to ensure optimal performance and data integrity.
• Leverage technology to automate reporting and enhance data analysis capabilities.

Basic requirements

• Strong understanding of construction financials, accounting principles, percentage-of-completion revenue recognition, WIP, retainage, and job costing.
• Proficiency in financial modeling, budgeting, and forecasting techniques.
• Advanced Excel skills (pivot tables, VLOOKUPs, financial functions, macros).
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong attention to detail and accuracy.
• Ability to work independently and as part of a team in a fast-paced environment.
• Exceptional communication (written and verbal) and interpersonal skills, with the ability to present complex financial information clearly to non-financial stakeholders.
• Proactive, Self-motivated, improvement-focused, and customer-oriented mindset.
• Proficient with business intelligence (BI) tools.

• Bachelor’s degree in accounting or finance.
• Minimum of 10-15 years of progressive accounting, finance and financial analysis experience, with at least 5-7 years specifically within the construction industry.
• CPA, CMA, or MBA designation.

Preferred requirements

• Master’s degree in business (MBA), accounting (MAcc) or finance (MSF) strongly preferred.