Financial Planning Analyst Lead

Wathco • Braselton, GA

2d • $70,000 - $80,000

About The Position

Wathco is hiring its first dedicated FP&A professional to build and own the company’s reporting and forecasting capability. The role will consolidate information from disconnected sources into consistent, repeatable reporting and use it to forecast revenue, margin, and EBITDA down to the individual project manager and project location. The analyst will work directly with the CFO, Controller, and operations leadership and support reporting to the private equity sponsor. This is an individual contributor role with no direct reports.

Responsibilities include creating a reliable reporting framework using data from Procore, QuickBooks, and other sources; standardizing monthly reports and dashboards; developing historical performance reporting and a consistent set of KPIs; and maintaining rolling forecasts and the annual budget. The role also analyzes work-in-progress schedules, percent-complete revenue, billings, and project cost-to-complete forecasts, identifying margin fade and risks on active jobs. The analyst presents findings to leadership and, as needed, the board and PE sponsor, supports investor and lender reporting, and helps operations leaders use financial information.

Wathco is a PE-backed commercial construction company headquartered in Braselton, Georgia. It performs restaurant chain renovations, tenant improvement build-outs, conversions, and facilities work across the continental United States. The company focuses on renovation work and does not perform ground-up or residential construction.

Requirements

• Bachelor’s degree in finance, accounting, or a related field.
• At least 5 years of FP&A or financial analysis experience, preferably in construction, contracting, or another project-based business.
• Strong understanding of construction accounting, including WIP, job costing, and percent-complete revenue recognition.
• Advanced Excel and financial modeling skills.
• Hands-on Power BI experience, including building data models and dashboards.
• Experience building reporting from disconnected data sources, rather than only maintaining existing reports.
• Strong written and verbal communication skills, including the ability to explain financial results to non-finance audiences.

Nice To Haves

• Experience in a PE-backed company, including board or sponsor reporting.
• Familiarity with Procore and QuickBooks.
• Experience using AI tools to automate reporting or improve forecasting.
• Experience supporting an ERP or reporting system implementation.

Responsibilities

• Pull data from Procore, QuickBooks, and other sources into a single, reliable reporting framework.
• Replace manual, one-off reports with standardized monthly reporting and dashboards.
• Build historical reporting on revenue, gross margin, job profitability, backlog, and EBITDA.
• Create consistent KPIs and definitions for company leadership and the PE sponsor.
• Develop and maintain a rolling forecast and annual budget covering revenue, margin, and EBITDA.
• Build forecasts at the project manager and project location level using historical performance, backlog, and pipeline.
• Apply AI and analytical tools to improve forecast accuracy and speed.
• Produce variance analysis comparing actual results to budget and forecast, with commentary on drivers.
• Analyze WIP schedules, percent-complete revenue, over/under billings, and cost-to-complete forecasts.
• Identify margin fade and risks on active jobs and flag them early to the CFO and operations.
• Partner with the Controller to align accounting data with operational reporting.
• Present findings and recommendations to executive leadership and, when needed, the board and PE sponsor.
• Support the CFO with investor deliverables, lender reporting, and ad hoc analysis.
• Help project managers and operations leaders understand and use financial information.

Benefits

• Quarterly bonus potential tied to company gross profit margin and revenue goals.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• 401(k) with company match.
• Paid time off.
• Eight paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior