Financial Analyst

Why We Like This

• Hands-on data integration: This role blends FP&A with deep data analytics, requiring SQL and Power BI skills to clean and consolidate data across multiple platforms.
• Portfolio exposure: You'll be the go-to analyst for key portfolio companies, supporting forecasting, budgeting, and integration efforts with growth into M&A opportunities.
• Career flexibility: The position offers multiple growth paths, either doubling down on analytics or evolving into a traditional investment role within the team.

Requirements

• Strong SQL & Data Manipulation Skills: Hands-on ability to write SQL and integrate, cleanse data from multiple systems like Service Titan and Sage—critical for building reliable KPI dashboards and supporting portfolio analytics.
• FP&A Experience with Analytical Rigor: Solid FP&A background with a sharp eye for financial analysis in a portfolio context, supporting forecasting, budgeting, and gearing up for M&A integration as the portfolio expands.
• Adaptability & Growth Mindset Toward Investment Roles: Eager to evolve beyond traditional FP&A into investment team responsibilities, including M&A and portfolio company coverage, fitting a fast-moving, growth-oriented environment.

Responsibilities

• Data analysis and integration: Extract, cleanse, and consolidate data from multiple platforms including Service Titan and Iron Bison CRM to support accurate financial reporting and KPI dashboards.
• Financial reporting and forecasting: Support portfolio company forecasting, budgeting, and budget vs actual analysis to provide actionable insights for the investment team.
• SQL and BI tool utilization: Develop and maintain data models and visualizations using SQL, Power BI, or Tableau to enable real-time financial and operational insights.
• Cross-functional collaboration: Serve as a key finance liaison for portfolio companies, partnering with operations and investment teams to streamline financial processes and back M&A integration efforts.
• Continuous learning and growth: Deepen expertise in portfolio company systems and processes, aiming to broaden scope into M&A analysis and wider investment support.