CFA FP&A Financial Analyst

Position Mission

We are building a sophisticated finance organization modeled on the discipline found inside high-performing private equity portfolio companies, investment firms, and institutional corporate finance teams.

We are seeking an exceptional FP&A Financial Analyst, preferably a CFA Charterholder or CFA candidate, who can turn financial and operating data into decisions.

This is not primarily a bookkeeping position.

The analyst will help leadership understand:

Where are we making money?
Where are we losing money?
Why?
What happens next?
Where should we deploy capital?
What must management change?

You will provide the financial intelligence required to allocate capital, improve EBITDA, protect liquidity, evaluate investments, and scale multiple businesses.

Core Responsibilities

Financial Planning & Analysis

Own and continuously improve:

• Annual budgets
• Monthly forecasts
• Rolling 13-week cash-flow forecasts
• Rolling 12–24 month forecasts
• Three-statement financial models
• P&L forecasting
• Balance-sheet forecasting
• Cash-flow forecasting
• Department budgets
• Business-unit forecasts
• Headcount planning
• Capital expenditure planning

Forecasts must be dynamic operating tools—not spreadsheets created once per year and forgotten.

Private Equity-Style Performance Analysis

Develop reporting similar to what a sophisticated PE sponsor would expect from a portfolio company.

Analyze:

• Revenue
• Gross profit
• Gross margin
• Contribution margin
• EBITDA
• Adjusted EBITDA
• Operating expenses
• Working capital
• Free cash flow
• Cash conversion
• Customer profitability
• Product profitability
• Business-unit profitability
• Sales productivity
• Customer acquisition economics
• Inventory efficiency
• Accounts receivable
• Accounts payable
• Debt obligations
• Liquidity

Build clear Actual vs. Budget vs. Forecast vs. Prior Period reporting.

Identify the operational causes behind variances—not simply the accounting differences.

CEO / Executive Dashboard

Develop an executive financial dashboard providing leadership with rapid visibility into:

• Revenue
• Gross margin
• EBITDA
• Cash
• Debt
• Working capital
• A/R aging
• A/P
• Inventory
• Sales pipeline
• Bookings
• Customer concentration
• Forecast accuracy
• Business-unit performance
• Product profitability
• Capital requirements

Leadership should be able to understand the financial health of the organization quickly and drill into the underlying drivers.

Business-Unit & Product Economics

Develop detailed profitability models across areas including:

• Drug testing
• Background checks
• Employment screening
• Telehealth
• Healthcare services
• 503A/B2B operations
• Technology products
• Fulfillment and logistics
• New ventures

Determine true profitability by customer, product, channel, sales representative, and business unit where data permits.

Strategic Finance

Partner directly with executive leadership on:

• Pricing decisions
• Margin improvement
• Cost reduction
• Hiring decisions
• Sales compensation
• Capital allocation
• New product launches
• New markets
• Vendor negotiations
• Make-vs.-buy analysis
• Acquisition opportunities
• Investment decisions
• Debt repayment
• Capital raising

The analyst must be willing to challenge assumptions with data.

Investment & M&A Analysis

Build institutional-quality models for potential acquisitions and investments, including:

• DCF
• Comparable-company analysis
• Precedent transactions
• LBO analysis
• Debt schedules
• Accretion/dilution where applicable
• IRR
• MOIC
• NPV
• Sensitivity analysis
• Scenario analysis
• Downside cases

Support financial due diligence and post-acquisition integration analysis.

Cash & Working Capital

Cash is a critical operating metric.

Develop rigorous analysis of:

• 13-week cash forecasting
• Accounts receivable collections
• DSO
• Accounts payable
• DPO
• Inventory
• Inventory turns
• Cash conversion cycle
• Debt-service requirements
• Vendor payment timing
• Customer credit exposure

Identify opportunities to release trapped working capital and improve liquidity.

Board / Investor Reporting

Help prepare professional financial packages for:

• CEO
• Executive leadership
• Board members
• Banks
• Lenders
• Investors
• Private equity firms
• Potential capital partners

Reporting must be concise, accurate, decision-oriented, and defensible.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related discipline
• 5 years of relevant financial analysis, FP&A, investment banking, private equity, transaction advisory, or strategic finance experience
• Advanced financial modeling capabilities
• Advanced Excel skills
• Strong understanding of GAAP financial statements
• Strong understanding of cash flow and working capital
• Ability to analyze large datasets
• Excellent written and verbal communication
• Ability to present financial conclusions to senior executives

Highly Preferred

• CFA Charterholder or active CFA candidate
• MBA, Master's in Finance, Accounting, Economics, or related field
• Private equity portfolio-company experience
• Investment banking experience
• Transaction advisory experience
• Healthcare experience
• Multi-entity company experience
• High-growth company experience
• M&A modeling experience
• Debt and capital-structure experience

Experience with systems such as NetSuite, QuickBooks, HubSpot, Shopify, Power BI, Tableau, SQL, or modern financial-planning platforms is valuable.

Ideal Candidate Profile

We want someone who thinks simultaneously like a:

CFO Investor Operator Analyst.

You should naturally ask:

• What drives this number?
• Is the margin sustainable?
• Which customers are actually profitable?
• Where is cash getting trapped?
• What is our downside scenario?
• What return are we receiving on this investment?
• Should we hire this person?
• Should we discontinue this product?
• Should we raise prices?
• What happens to liquidity if revenue falls 15%?
• What are the three biggest opportunities to improve EBITDA?
• What would a private equity investor challenge us about?

First-Year Success Metrics

Performance will be evaluated on:

• Forecast accuracy
• Cash-flow visibility
• EBITDA improvement opportunities identified
• Gross-margin improvement
• Working-capital improvement
• Quality and timeliness of management reporting
• Business-unit profitability visibility
• Financial model accuracy
• Quality of CEO/board reporting
• Capital-allocation recommendations
• Speed of identifying financial risks
• Ability to translate analysis into management action

Our Standard

We do not want finance to simply report what happened last month.

We want finance to help determine what happens next.

The successful candidate will help build the financial operating system leadership needs to make faster, more disciplined decisions and create substantial enterprise value.

Experience:

• Strategic management: 2 years (Preferred)

Work Location: In person

Salary : $62,869 - $96,938