Sr. Analyst - Financial Planning and Analysis en Erie Home

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 cycles
• Conduct forward-looking performance analyses that anticipate risk, highlight opportunity, and guide commercial and operational action
• Partner with cross-functional teams to develop strategic plans and long-range forecasts that align financial goals with growth ambitions
• Collaborate with IT partners to build tools and dashboards (Power BI, Salesforce, etc.) that elevate visibility and support real-time, data-driven management
• Support Board of Director presentation material preparation

Lead Across the Enterprise

• Act as the connective tissue between Finance, Commercial, Marketing, and Operations teams; ensuring that data and insights drive unified decision-making
• Champion a culture of analytical excellence — teaching, influencing, and empowering leaders to use data strategically
• Continuously evolve analytical methods, tools, and reporting to keep pace with Erie Home’s growth and market dynamics
• Partner 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 maturity

Requirements

•  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 environment
• Bachelor’s degree in finance, business, or a related field
• Proficiency in Power BI, Salesforce, and Microsoft Office Suite (Excel and PowerPoint)
• Knowledge, Skills, and Attributes
• Strong strategic and financial acumen; able to connect numbers to business narratives and outcomes
• Relentless curiosity with the ability to dig deep for answers and insights
• Proven change agent with the courage to challenge the status quo and drive improvement
• Demonstrated ability to work autonomously in an ambiguous environment, prioritizing effectively and delivering measurable impact
• Exceptional communication and storytelling skills — able to simplify complex insights for senior audiences
• Resilient, adaptable, and comfortable leading through shifting priorities and business dynamics
• Builds trust quickly through collaboration, transparency, and follow-through
• Takes ownership of results, learns from setbacks, and moves with urgency toward solutions

About 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.