We are seeking a highly analytical and driven Financial Analyst (FP&A) to support financial planning, strategic analysis, and performance management across the organization. This role is ideal for candidates who thrive in a fast-paced, entrepreneurial environment—particularly those with experience in private equity or PE-backed companies who understand the demands of high-growth, operationally intensive businesses.
You will play a key role in building financial models, analyzing performance, supporting acquisitions, and delivering actionable insights to business leaders.
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Build, maintain, and enhance dynamic financial models to support forecasting, budgeting, and strategic decision-making
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Develop and present pro forma models for various business scenarios and investment opportunities
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Lead monthly variance analysis (Actual vs. Budget, Prior Month, Forecast) and communicate key insights
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Analyze and report underperforming accounts across all lines of business, providing actionable recommendations
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Compile and deliver weekly company New Net Business (NNB) reports
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Monitor and evaluate performance of new acquisitions against Quality of Earnings (QoE) expectations
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Conduct detailed business case and scenario analyses for regional and operational teams
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Support leadership with data-driven insights on strategic initiatives and operational improvements
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Build and maintain Power BI dashboards to track KPIs and financial performance
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Ensure accuracy and consistency of financial and operational reporting
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Track and submit Performance Indicators (PIs) in coordination with field teams and billing
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Partner with Area Sales Managers (ASMs) to manage KPI tracking, budgeting inputs, and reporting
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Support the annual budget process, including PI planning and ongoing tracking throughout the year
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1–3 years of experience in FP&A, investment banking, consulting, or related field
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Experience in a private equity or PE-backed environment strongly preferred
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Strong financial modeling and analytical skills
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Proficiency in Power BI (dashboard creation and reporting)
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Working knowledge of SQL or other data querying tools is a plus
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Advanced Excel skills (financial modeling, forecasting, scenario analysis)
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Proven ability to manage multiple priorities in a fast-paced, high-growth environment
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Strong attention to detail and ownership mindset
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Comfortable with ambiguity and “startup grind” environments
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Highly collaborative with ability to influence cross-functional teams
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Strong communication skills with ability to present financial insights clearly
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High-impact role with exposure to senior leadership and strategic initiatives
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Opportunity to grow within a fast-scaling, PE-backed environment
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Competitive compensation and strong career development potential
