Financial Analyst

About the Job:
We’re hiring a Financial Analyst to support budgeting, forecasting, and financial reporting while driving efficiency and process improvement. In this role, you’ll analyze financial trends, develop data insights, and optimize reporting tools to support business decisions.

If you’re a detail-oriented financial professional with a passion for data analysis, problem-solving, and cross-functional collaboration, this is your opportunity to grow your career with a fast-growing company recognized on the INC 5000 list.

Reports To:
Director of Finance Planning and Analysis

Work Environment:

• Toledo, OH (Headquarters)
• Onsite
• Full Time

Financial Analysis & Reporting

• Assist departments with the interpretation of the financial package and results, including:
• Month-over-month analysis
• Budget versus actual analysis
• Re-forecasting as business results shift
• Analyze the full financial package to identify trends within the balance sheet and P&L and communicate findings with the Director of Finance Planning and Analysis.
• Assist with the quarterly roll for the Board of Directors presentation.

Budgeting & Forecasting

• Lead annual budgeting and oversee monthly forecasting.
• Provide data insights to business units and work with them on requests for new metric development.

Process Improvement & Data Visualization

• Create data visualization tools to better display trends and analysis for company and department performance.
• Develop new and innovative solutions to complex problems.
• Periodically evaluate current reports and propose automation vs. manual data manipulation.

Ad-Hoc Projects & Strategic Support

• Perform ad-hoc reporting and special projects and provide department support as needed.

Benefits:

• Competitive Compensation
• Full Insurance Package: medical, dental, vision, life, disability, supplemental, and more
• FSA/HSA
• 401(k) retirement savings program with company match
• Paid Personal Time Off & Holiday Pay

Education and Experience:

• Bachelor’s degree in Finance or related field.
• Advanced Excel proficiency for financial modeling, data analysis, and report preparation.
• Strong understanding of accounting principles and financial practices.
• Ability to present financial data to non-financial stakeholders and effectively collaborate across departments.
• High level of accuracy, attention to detail, and problem-solving skills.
• Ability to work in a dynamic environment, adjust to shifting priorities, and collaborate effectively with cross-functional teams.

Preferred System Experience

• Sage Intacct – ERP
• Prophix – financial reporting and forecasting
• Salesforce – CRM
• Excel

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 for 2024. With nearly 100 locations and over $525M 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.