Manager, Financial Planning & Analysis

Manager, Financial Planning & Analysis Financial Planning & Analysis (FP&A) Manager

• 2.8 Naperville, IL Job Details $116,450
• $157,500 a year 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off 401(k) 4% Match Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Computer operation Financial model construction Financial model development Accounting Accounting and finance experience Productivity software Data-driven decision making Accounting Technical Proficiency Excel data analysis Full Job Description Who we Are Oncourse Home Solutions, also operated as American Water Resources, is a trusted home protection provider helping homeowners across the country protect what matters most.

We are a $500 million organization backed by private equity firm Apax Partners, serving 2 million customers across 43 states. We partner with 25+ utilities and municipalities (and growing!) to provide customized solutions tailored to any community

• delivering real value where people live. We help homeowners protect the essential systems that keep their homes running
• from HVAC, appliances, and electrical to water, sewer, gas lines, and more
• so they can avoid the stress and financial impact of unexpected repairs. Our work helps homeowners stay safe, comfortable, and confident in their homes every day. At Oncourse, our people are what makes that possible. We call ourselves SUPERs
• Successful, United, Progressive, Empathetic, and Reliable
• because that's how we show up for our customers and for each other.

We invest in our employees through competitive benefits, an inclusive culture, and employee-led resource groups that strengthen connection, community, and belonging across the company. As an equal opportunity employer, our employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion, age, sex (including pregnancy), sexual orientation, gender identity, national origin, ancestry, marital status, parental status, mental or physical disability, military or veteran status, or any other basis protected by federal, state, or local law. Oncourse Home Solutions is committed to recruiting and retaining talented applicants and to providing all employees with a workplace free from discrimination and/or harassment. Position Summary We are seeking a strategic and data-driven Financial Planning & Analysis (FP&A) Manager to partner with senior leadership and drive financial insights across the business. As an individual contributor, this role owns key planning processes, leads advanced analytics in revenue and pricing, and translates complex data into clear, actionable recommendations that influence decision-making and business performance. Located at our office in Naperville our office environment is a key driver of our company culture and employee experience, so a regular in-office hybrid model is required (generally in-office T-TH and remote M & F). Responsibilities include but are not limited to: Act as subject matter expert on our revenue and pricing models. Work with the Pricing/Commercial Finance teams to develop a monthly revenue/pricing variance package, quarterly forecast, and annual budget. Drive insights to improve revenue forecast and strategy. Own the Long-Range Model updates and collaborate with senior finance leadership and the Commercial Finance team to drive continuous refinement in the assumptions. Lead changes and interpret/articulate financial results with Accounting/Treasury team to create timely monthly financial results analysis and mutual understanding of the financial impacts of business trends. Deliver timely and accurate executive & board reporting materials for the monthly business reviews and quarterly board meetings. Lead and support the continued enhancement of financial planning and reporting tools (Alteryx and Workday Adaptive) and implement standardized processes to provide insights more quickly to the business. We're Excited If This Is You Experience and Qualifications of the Role 5-7 years of progressive experience in FP&A, corporate finance, or related field. Experience working with large dataset and financial modeling. Strong comprehension of accounting and financial statements. Excellent data, analytical, financial modeling and problem-solving skills, with the ability to succinctly interpret data for executives and frame business issues in a straightforward manner. Problem solving mindset with attention to details. Solid organizational and time management skills, with ability to multi-task in a complex and deadline-driven environment. High level of proficiency in Excel and PowerPoint.

Alteryx / Power

BI /Looker or similar data prep tools experience is a plus. Computer Skills Needed to Perform the Job Proficiency in Microsoft O365. Alteryx, Looker, or SQL experience a plus. Workday Adaptive proficiency a plus. Education Bachelor's Degree in Finance, Accounting, or equivalent work experience required. Certificates, Licenses, Registrations Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) licenses are a plus. We offer a compelling total rewards package that includes a competitive base salary and comprehensive benefits to support your total wellbeing. The base pay range for this position is $116,450

• $157,500 USD Annual.

The specific pay offered will depend on qualifications, experience, education and skill set. The compensation offered may also include an annual performance-based bonus, sales incentive plan or commission target. Our benefits include, but are not limited to, healthcare, life insurance, paid time off, retirement, commuter benefits, and education reimbursement. Exact compensation may vary based on skills, experience, and location. Join our SUPER Team and Enjoy Amazing Benefits!

Competitive Compensation:

We value your hard work and are proud of our competitive pay for performance philosophy.

Comprehensive Health Coverage:

Medical, dental, and vision insurance options, plus paid short-term and long-term disability coverage. 401(k) Plan with 4%

Company Match:

Secure your future with our robust retirement plan.

Generous Paid Time Off:

Take the time you need to recharge and relax.

Education Assistance Program:

Invest in your growth and development with our support.

FSA/HSA Options:

Flexible spending and health savings accounts to manage your transportation and dependent care expenses.

Employee Wellness:

Access to EAP, health, legal, and financial resources to support your overall well-being.

Vibrant Company Culture:

Monthly Townhalls, employee recognition programs, and Employee Business Resource Groups (EBRGs) to keep you engaged and connected.

Competencies Communicate Effectively:

Is able to clearly and succinctly communicate verbally and in writing in a variety of settings and styles; can get messages across that have the desired effect.

Business Acumen:

Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace. Functional /

Technical Skills:

Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.

Action Oriented:

Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.

Problem Solving:

Is tolerant with people and processes; listens and checks before acting; tries to understand the people and the data before making judgments and acting; waits for others to catch up before acting; sensitive to due process and proper pacing; follows established process.