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Financial Tracker Jobs in Ohio (NOW HIRING)

PREMIER HOME PROS LLC

Finance Controller

Akron, OH · On-site

$150K/yr

Core Responsibilities Month-End Close & Financial Reporting * Own and execute the 5-day monthly close across all branch locations using the standard close tracker (currently a 59-task process ...

PREMIER HOME PROS LLC

Finance Controller

Akron, OH · On-site

$150K/yr

Core Responsibilities Month-End Close & Financial Reporting * Own and execute the 5-day monthly close across all branch locations using the standard close tracker (currently a 59-task process ...

RemX

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Accounts Receivable & Legal Billing Coordinator

Fairlawn, OH · On-site

$60K - $70K/yr

... financial, and public-sector clients. Position Overview We are seeking an Accounts Receivable ... Familiarity with eBilling platforms such as Legal Tracker or CounselLink. * Strong Microsoft Office ...

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Wendy's

Coordinator - Real Estate Portfolio

Dublin, OH · On-site

$20.67 - $34.13/hr

... financial and other critical lease information essential to Wendy's securing the ability to continue most economically operating at each location. * Maintain REAC Tracker to give Asset Management an ...

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Financial Tracker information

What is a financial tracker?

A Financial Tracker is a tool or professional who monitors, records, and analyzes financial transactions and activities to help individuals or organizations manage their finances effectively. This role involves keeping track of income, expenses, budgets, and financial goals, often using specialized software or spreadsheets. Financial Trackers help ensure that financial records are accurate and up-to-date, enabling better financial planning and decision-making. Their work is essential for maintaining financial health and achieving both short-term and long-term financial objectives.

What is the difference between Financial Tracker vs Bookkeeper?

AspectFinancial TrackerBookkeeper
CredentialsBasic financial software knowledge, possibly certifications in personal financeBookkeeping certifications (e.g., QuickBooks Certified)
Work EnvironmentPersonal finance, small business, or freelance settingsAccounting firms, small to medium businesses
Employer & IndustryIndividuals, small businesses, financial appsBusinesses, accounting firms, finance departments
Primary FocusTracking personal or business expenses, income, and budgetsRecording financial transactions, maintaining ledgers

Financial Trackers focus on monitoring and managing personal or small business finances, often using software tools. Bookkeepers handle detailed recording of financial transactions, maintaining accurate ledgers for organizations. While both roles involve financial data, Financial Trackers are more about oversight and planning, whereas Bookkeepers are responsible for detailed record-keeping and compliance.

What are the key skills and qualifications needed to thrive as a financial tracker?

To thrive as a Financial Tracker, you need strong analytical skills, attention to detail, and a solid understanding of accounting or finance principles, often supported by a relevant degree or certification. Familiarity with financial tracking software such as QuickBooks, Excel, and other financial management systems is typically required. Excellent organizational skills, integrity, and clear communication help build trust and ensure accurate reporting. These skills are crucial for maintaining financial accuracy, supporting informed decision-making, and safeguarding an organization's fiscal health.

How does a financial tracker typically collaborate with other departments within an organization?

A Financial Tracker regularly works alongside departments such as accounting, operations, and project management to ensure that all financial data is accurately recorded and reported. This collaboration often involves sharing budget updates, flagging discrepancies, and providing timely financial insights to aid departmental decision-making. Strong communication skills and an understanding of each department’s financial needs are essential, as Financial Trackers frequently participate in meetings and cross-functional projects to align financial tracking with overall business objectives.
What are popular job titles related to Financial Tracker jobs in Ohio? For Financial Tracker jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Financial Tracker jobs in Ohio look for? The top searched job categories for Financial Tracker jobs in Ohio are:
What cities in Ohio are hiring for Financial Tracker jobs? Cities in Ohio with the most Financial Tracker job openings:
Financial Tracker jobs near you
Infographic showing various Financial Tracker job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Planning and Analysis Manager

PREMIER HOME PROS LLC

Akron, OH • On-site

$115K - $150K/yr

Full-time

Re-posted 2 days ago

Job description

FP&A Manager

Location: Akron, OH (HQ) — in-office role

Reports to: Chief Financial Officer

Member of: Finance Team

Position Summary

The FP&A Manager is the analytical engine of Premier Home Pros' finance function, turning data from QuickBooks Online, Fishbowl, Lead Perfection, and ADP into the reporting, models, and forecasts that drive decision-making across a rapidly expanding, multistate home remodeling platform. This role owns and extends the Microsoft Fabric / Power BI semantic model that underpins executive reporting, builds and maintains sophisticated Excel models and forecasts, and is expected to bring modern AI tooling — agentic AI workflows layered on top of strong Excel and Fabric fundamentals — to bear on recurring finance workflows historically done by hand. This is a builder's role: someone who can move fluidly between a board-ready variance narrative and the Excel model underneath it, and who sees AI-assisted automation as core to how modern FP&A should operate, not a side project.

Core Responsibilities

Financial Planning & Analysis

  • Own the monthly forecast and annual budget process across revenue, cost of install, and operating expense lines; partner with Operations and Sales leadership on market-level plans.
  • Build and maintain variance analysis (actual vs. budget vs. forecast) at the company, market, and cost-center level; translate variances into a clear narrative for ownership and the executive team.
  • Develop and maintain financial models supporting new market launches, capital allocation decisions, and Fifth Third covenant compliance and EBITDA addback tracking.
  • Build sophisticated, audit-ready Excel models with clean architecture, sensitivity toggles, and scenario cases that hold up under executive and lender scrutiny.
  • Support the month-end close process (five-phase checklist, revenue reconciliation) alongside the Controller/bookkeeper, with a focus on close-cycle acceleration and control quality.

Data, Analytics & Reporting Infrastructure

  • Own and extend the Microsoft Fabric / Power BI semantic model sourced from QBO, Fishbowl (MySQL), ADP, and Lead Perfection.
  • Build and maintain sophisticated Excel models — three-statement models, market-level P&Ls, capital allocation and scenario models, covenant and addback schedules — as the primary tool for financial analysis and decision support.
  • Use SQL as needed to pull and validate data from source systems in support of Excel-based analysis and Fabric reporting; deep SQL development is not the focus of this role.
  • Build and maintain the CFO finance update workflow and recurring reporting packages (Excel, Power BI) for ownership and the executive leadership team.
  • Maintain the open items log, Fifth Third covenant tracker, and other recurring finance operating documents; keep source-of-truth model logic documented and auditable.

AI-Enabled Finance Workflows

  • Design and build agentic AI workflows and tools (e.g., Claude/MCP-based agents, scripted automations) that streamline recurring FP&A tasks — variance flagging, reconciliation checks, report generation, data validation.
  • Identify manual, repeatable finance processes and prototype AI-assisted or automated replacements; work with the CFO to evaluate and roll out new AI frameworks and tooling as they mature.
  • Serve as the finance team's hands-on owner of AI tooling: prompt design, workflow architecture, and integration with the Fabric semantic model and other finance systems.

Cross-Functional Partnership

  • Partner with the COO's team on install production economics, DC throughput costs, and market-level P&L performance.
  • Partner with the CSO's team on sales-to-install revenue timing, pipeline-to-forecast reconciliation, and commission/cost modeling.
  • Support the CFO on lender reporting, ownership communications, and ad hoc analysis for strategic decisions (equity structuring, market expansion, vendor terms).

Direct Reports

None initially; this is an individual-contributor role focused on hands-on analysis, modeling, and reporting.

Performance Expectations

  • Forecast Accuracy: Budget-to-actual variance within target thresholds by market and by line; forecast revisions delivered on a predictable monthly cadence.
  • Reporting: Timeliness and accuracy of the monthly reporting package and CFO finance update; Fabric semantic model uptime and data freshness.
  • Automation: Number and impact of manual processes converted to automated or AI-assisted workflows; hours of manual finance work eliminated.
  • Close Support: Contribution to month-end close cycle time and accuracy of revenue and cost reconciliations.
  • Covenant & Lender Reporting: Timely, accurate Fifth Third covenant tracking and EBITDA addback reporting with zero compliance surprises.

Required Qualifications

  • 5+ years of FP&A, corporate finance, or related analytical experience, ideally including exposure to multi-site or multi-market operating businesses.
  • Expert-level Excel skills — complex financial modeling, LET/LAMBDA and dynamic arrays, sensitivity and scenario analysis — with a proven track record of building models from scratch that others rely on.
  • Working knowledge of SQL and modern data platforms sufficient to pull, validate, and troubleshoot data; Microsoft Fabric and/or Power BI experience preferred but not a deep engineering requirement.
  • Demonstrated experience building or deploying AI-driven tools or agentic workflows in a business context — not just using AI chat tools, but architecting automations.
  • Ability to translate messy, multi-source data (ERP, WMS, CRM, payroll) into clean, decision-ready analysis.
  • Strong written and verbal communication skills; comfort presenting analysis directly to executive leadership and ownership.
  • Must be based in or willing to relocate to the Akron, OH area; this is an in-office role.

Preferred Qualifications

  • Experience with QuickBooks Online, Fishbowl, ADP, or similar ERP/WMS/HRIS systems.
  • Background in home services, residential remodeling, construction, or another distributed field-operations business.
  • Exposure to private-equity or lender reporting requirements (covenant tracking, EBITDA addbacks).
  • BA/BS in Finance, Accounting, Economics, or a related field; MBA, CFA, or equivalent a plus.

Work Style

This is an in-office role based at Premier Home Pros' Akron, OH headquarters. The FP&A Manager works in close daily coordination with the CFO and Controller, and periodically with market and distribution-center leadership to ground models and reporting in operational reality. Light travel to the Brunswick Distribution Center or operating markets may be required occasionally.


Premier Home Pros is an equal opportunity employer and is committed to creating a workplace that is inclusive and respectful. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable federal, state, or local law.

Employment with Premier Home Pros is contingent upon the ability to perform the essential functions of the position, with or without reasonable accommodation. This role primarily involves work in an office environment, including extended periods of sitting, working on a computer, and communicating with team members.