FP&A Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with the annual budgeting process, monthly forecasting, long-term planning, and special financial analyses.

• Develop and sustain financial models at the unit level for new location launches, unit economics, labor strategies, pricing, investments, and operational projects.

• Collaborate with business leaders to formulate assumptions, confirm forecasts, and enhance the accuracy of unit-level predictions.

• Track business performance while identifying financial risks and opportunities.

• Act as a financial partner to cross-functional business leaders.

• Convert financial outcomes into actionable recommendations for the business.

• Question assumptions and promote data-driven decision-making.

• Present analyses to both financial and non-financial stakeholders.

• Construct deal models, including analyses of accretion/dilution and returns/IRR.

• Support financial due diligence and assist with post-merger integration and monitoring of synergies.

• Conduct competitive benchmark studies and set financial performance objectives.

• Prepare monthly reporting packages, KPI dashboards, variance analyses, and presentations for executives and the Board.

• Evaluate sales, labor costs, cost of goods, operating expenses, and margins on a unit basis.

• Create, maintain, enhance, and automate intricate Excel models and reporting tools.

• Collaborate with Accounting during the month-end closing process to ensure results are accurate and align with forecasts.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related discipline.

• Over 5 years of experience in FP&A, corporate finance, consulting, investment banking, public accounting, or a similar analytical role.

• Previous experience in M&A and/or private equity is essential, including deal modeling, due diligence, or FP&A/value-creation work for portfolio companies.

• Proficient and demonstrable skills in Excel and financial modeling.

• Capability to independently create and audit complex models, including three-statement modeling, LBO/accretion-dilution, unit-level economics, and scenario/sensitivity analysis.

• Familiarity with AI Modeling, SQL, and other BI tools is a plus.

• Exceptional communication skills with the ability to build relationships and influence cross-functional, non-financial stakeholders.

• Keen attention to detail accompanied by strong organizational abilities.

• Comfortable managing multiple priorities in a fast-paced, uncertain environment.

🏝️ Benefits

• Medical, dental, and vision insurance: the employer covers 75% for employees and their families.

• Flexible vacation policy.

• Education and learning budget for courses, events, and books for team members.

• Company-sponsored activities, outings, and retreats.

• 401(k) plan with a 3% employer match.

• Option to work from home or choose to work in the office.