Manager, FP&A

J3 Construction•Chicago, IL

30d

About The Position

Since 1987, O’Hara’s Son Roofing (OSR) has provided new commercial roof construction, commercial roof replacement, commercial leak repair service, and preventative maintenance for commercial roofs. Headquartered in Chicago, IL, our team of 100+ employees is dedicated to providing quality work with a strong focus on safety and communication. As of 2026, OSR ranks among the Top 20 Roofing Contractors in the country. We specialize in the installation of numerous styles of roof applications and coatings. Additionally, we provide extensive roof repairs, OSHA-compliant safety items, and renewable energy solutions. OSR maintains branches throughout the country, providing timely service and maintenance to our partners in each region of the United States. Join Our Dynamic Team and Embrace Our Core Values! At O’Hara’s Son Roofing (OSR), we believe in “Putting the Pedal to the Metal,” driving our success forward by continuously improving and never settling for average work. As a family-oriented company, we embrace a "No Jerk Zone," fostering an environment of respect, support, and teamwork at every level. We value self-starters who take pride in their work, go above and beyond for the team, and seize opportunities to shape their future with us. If you share our commitment to doing all the little things well and being our customers' preferred roofing contractor, we invite you to apply. As the Manager, Financial Planning & Analysis (FP&A), you will lead the Company's financial planning, forecasting, budgeting, and strategic analysis functions while serving as a trusted business partner to executive leadership. Reporting to the Director of FP&A, you will provide actionable financial insights that influence key business decisions, drive operational performance, and support the Company's continued growth through organic expansion and acquisitions. This highly visible role requires a strategic thinker who can balance high-level financial leadership with hands-on analysis while continuously improving reporting, systems, and financial processes.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related major is required; an MBA, related master’s degree or CFA a plus.
5+ years of experience in finance roles, preferably within the construction industry.
Proficiency across P&L, cash flow and balance sheet; treasury knowledge a plus.
Prior experience partnering with executive leadership.
Experience leading budgeting and forecasting for a multi-location or multi-entity organization.
Strong understanding of revenue recognition, WIP accounting, and project-based financial reporting preferred.
Strong proficiency with MS Office Tools, especially Excel.
Acumatica or similar ERP experience a plus.
Ability to design and streamline reporting solutions using automation or data visualization. tools (e.g., Power BI, SQL and/or Tableau are a plus).
Ability to work independently on a wide variety of projects.

Nice To Haves

MBA, related master’s degree or CFA a plus.
Treasury knowledge a plus.
Acumatica or similar ERP experience a plus.
Power BI, SQL and/or Tableau are a plus.

Responsibilities

Lead the preparation and delivery of monthly, quarterly, and annual financial reporting packages, providing insightful variance analysis and actionable recommendations to executive leadership.
Own the annual budgeting process and monthly forecasting cycles, partnering closely with Accounting, Operations, Sales, and executive leadership to develop accurate financial plans aligned with business objectives.
Develop and present executive-level financial reporting, including business review and Board presentation materials, KPIs, and performance dashboards for executive leadership and the Company's private equity sponsor.
Analyze financial performance across projects, regions, business units, industries, building types, and other key operational segments to identify trends, risks, and opportunities.
Partner with business leaders to evaluate project profitability, revenue performance, margins, and operational efficiency, providing financial insights that support strategic decision-making.
Support the month-end close process by collaborating with the Accounting team to ensure accurate financial reporting and timely analysis of business results.
Develop financial models, scenario analyses, and ad hoc reporting to support strategic initiatives, capital allocation decisions, and executive requests.
Continuously enhance financial reporting processes, dashboards, and KPIs to improve decision-making, reporting efficiency, and overall business performance.
Become a subject matter expert of company systems and data with a goal to drive process improvements, improve data integrity, and provide better support for our internal customers.
Assist in the maintenance of various accounting ledgers (Budget, Actual, Recast, etc.).
Support company-wide system enhancements and integrations.
Lead the financial review and analysis of Work in Progress (WIP) reporting to ensure accurate revenue recognition, project forecasting, and margin performance.
Partner with Operations and Project Management teams during WIP review meetings to evaluate project health, identify financial risks and opportunities, and improve forecast accuracy.
Monitor trends in overbillings, underbillings, backlog, and project cash flow, providing actionable insights to optimize working capital and operational performance.
Analyze project profitability, revenue recognition, and cost trends to support proactive decision-making and improve financial outcomes across the project portfolio.
Maintain accurate backlog reporting and provide executive leadership with visibility into project performance, forecasted revenue, and financial risks.
Lead and support multi-entity financial reporting, budgeting, forecasting, and performance analysis across the Company's operating businesses.
Serve as a finance lead during the integration of acquired companies, driving the implementation of standardized financial reporting, planning processes, and systems.
Partner with newly acquired business leaders to improve financial reporting, forecasting, and utilization of the Company's financial systems and processes.
Develop and maintain financial models, including three-statement models and scenario analyses, to support acquisition integration, business planning, and strategic decision-making.
Support financial due diligence, post-acquisition integration activities, and executive reporting related to M&A initiatives.
Contribute to strategic initiatives supporting the Company's long-term growth objectives, including preparation for future private equity transactions or exit activities.
Act as a subject matter expert for implementation and on-going integration of OSR’s systems & processes across multiple entities.
Provide financial support to acquisition company teams regarding reporting, leveraging systems to their full capability, and other ad-hoc requests.
Assist in the creation of 3-statement models for acquisition companies.
Provide support during PE exit process down the line.
Handle additional responsibilities and projects as assigned.

Benefits

Flexible Work Environment
Unlimited PTO + Paid Holidays
Technology Package
Medical Benefits - Partial Contribution: Medical Insurance: Aetna (EPO, PPO, & PPO HSA)
Dental Insurance: Aetna (PPO)
Vision Insurance: Guardian Insurance
Retirement: 401k with up to 4% company match - after 1 year of continuous employment and 1000 hours worked
Non-Contributory Benefits - Employer Paid: Life Insurance
Accidental Death & Dismemberment (AD&D)
Short Term Disability (STD)
Long Term Disability (LTD)
Quarterly Interactive Employee Events