Financial Analyst

About the Role

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.

Key Responsibilities

Financial Planning & Analysis

• Build, maintain, and enhance dynamic financial models to support forecasting, budgeting, and strategic decision-making
• Develop and present pro forma models for various business scenarios and investment opportunities
• Lead monthly variance analysis (Actual vs. Budget, Prior Month, Forecast) and communicate key insights

Business Performance & Reporting

• Analyze and report underperforming accounts across all lines of business, providing actionable recommendations
• Compile and deliver weekly company New Net Business (NNB) reports
• Monitor and evaluate performance of new acquisitions against Quality of Earnings (QoE) expectations

Strategic & Ad Hoc Analysis

• Conduct detailed business case and scenario analyses for regional and operational teams
• Support leadership with data-driven insights on strategic initiatives and operational improvements

Dashboards & Data Management

• Build and maintain Power BI dashboards to track KPIs and financial performance
• Ensure accuracy and consistency of financial and operational reporting

Operational Finance Support

• Track and submit Performance Indicators (PIs) in coordination with field teams and billing
• Partner with Area Sales Managers (ASMs) to manage KPI tracking, budgeting inputs, and reporting
• Support the annual budget process, including PI planning and ongoing tracking throughout the year

Qualifications

• 1–3 years of experience in FP&A, investment banking, consulting, or related field
• Experience in a private equity or PE-backed environment strongly preferred
• Strong financial modeling and analytical skills
• Proficiency in Power BI (dashboard creation and reporting)
• Working knowledge of SQL or other data querying tools is a plus
• Advanced Excel skills (financial modeling, forecasting, scenario analysis)
• Proven ability to manage multiple priorities in a fast-paced, high-growth environment

Key Traits for Success

• Strong attention to detail and ownership mindset
• Comfortable with ambiguity and “startup grind” environments
• Highly collaborative with ability to influence cross-functional teams
• Strong communication skills with ability to present financial insights clearly

Why Join Us

• High-impact role with exposure to senior leadership and strategic initiatives
• Opportunity to grow within a fast-scaling, PE-backed environment
• Competitive compensation and strong career development potential