FP&A Analyst

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Prepare the monthly management and investor package, which includes P&L, balance sheet, cash flow, KPIs, and variance commentary.

• Generate reports under tight deadlines and address follow-up inquiries from investors and operating partners.

• Assist in the preparation of quarterly board materials, reforecasts, performance updates, and progress on the value-creation plan.

• Create EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other analyses as requested by sponsors.

• Manage the 13-week cash flow forecast and liquidity model.

• Conduct quarterly covenant compliance calculations and proactively identify risks.

• Contribute to the annual budget and ongoing reforecasts.

• Maintain a three-statement model aligned with the sponsor’s investment thesis and perform scenario analysis.

• Assess the EBITDA and cash implications of key initiatives.

• Assist with M&A, refinancing, and exit strategies, including managing data rooms and conducting due diligence.

• Develop KPI dashboards, automate regular reporting tasks, and enhance FP&A processes.

• Collaborate closely with the VP of Finance, CFO, private equity deal team, and lenders.

⛳️ Requirements

• 2–4 years of experience in FP&A, financial reporting, or audit/transaction services.

• Minimum of 1 year in a finance position at a private equity-backed organization.

• Practical experience with monthly reporting to a PE sponsor, including investor packages, board materials, or responding to inquiries from the deal team.

• Familiarity with lender covenant calculations or 13-week cash flow forecasting.

• Experience in the SaaS industry.

• Proficient in advanced Excel and three-statement financial modeling.

• Hands-on experience with planning and BI tools such as Planful, Adaptive, Anaplan, Power BI, or Tableau; Planful is strongly preferred.

• Practical knowledge of using AI tools like ChatGPT, Claude, or Microsoft Copilot to enhance FP&A efficiency, with the ability to verify the output.

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• CPA or CPA candidate is preferred.

• Experience with private equity events such as acquisitions, refinancing, or exits is highly advantageous.

🏝️ Benefits

• Fully remote position.

• Direct collaboration with the CFO and VP of Finance.

• Exposure to the private equity deal team and lenders.

• Clear advancement opportunities towards managing the investor package.

• Involvement in value creation, M&A, and exit readiness initiatives.

• Chance to automate and enhance reporting through modern planning, BI, and AI tools.

• Inclusive workplace culture.

• Commitment to equal employment opportunity.