Fractional Portfolio FO&A Analyst (contract)

Mindgrub Technologies is an award-winning agency whose mission is to drive efficiency, growth, and ROI through AI and digital innovation. We leverage a deep understanding of technology and growth strategy to deliver multi-channel solutions for enterprise clients, with a strong focus on the energy and utilities sectors.

Position Overview

Marks Inc., a multi-venture holding company with technology, hospitality, venture capital, and real estate businesses, is seeking a hands-on Fractional Portfolio FO&A Analyst to support financial operations and analysis across the entire portfolio. This role builds P&Ls, models, pro formas and dashboards, prepares financial information for fundraising and transactions, and works directly with portfolio company leaders to help them develop strong financial reporting practices.

This is a do-the-work role, ideal for a financially savvy analyst who loves spreadsheets, modeling, and creating clarity in complex portfolios.

Responsibilities

• Build and maintain P&Ls for multiple entities (Mindgrub, Mindpub, venture-backed startups, real estate projects, etc.)
• Create pro formas, budgets, financial models, and scenario analyses
• Support fundraising efforts by assembling investor-ready financial packets
• Help early-stage startups fix or enhance their financial systems, reporting, and forecasting
• Attend portfolio company meetings to work through financial questions and operational modeling
• Assemble “data lockers” and diligence documentation for business sales (e.g., Mindpub)
• Assist with loan applications, lender packages, and financial documentation for development projects
• Generate dashboards, charts, margin analyses, and financial summaries as requested
• Collaborate with Mindgrub’s accounting team to produce deeper analyses (tax docs, county docs, margin reports, etc.)
• Keep financial data organized, structured, and presentation-ready across all portfolio businesses
  
  

Requirements

• 10 - 20 hours per week
• Baltimore-area local for occasional onsite meetings
• 3 - 7 years experience in FO&A, FP&A, financial analysis, or accounting
• Expert spreadsheet skills (Google Sheets / Excel modeling, pivots, forecasting, sensitivity analysis, etc.)
• Experience with investor reporting or VC fundraising prep preferred
• Strong communicator who can explain numbers simply to founders and operators
• Experience with restaurant, tech, or real estate finance a plus
• Highly organized, able to juggle multiple entities at once
  
  

Ideal Candidate

• Hands-on executor, not a delegator
• Enjoys building detailed financial spreadsheets and models
• Thrives in a portfolio environment with many moving parts
• Can take scattered or incomplete data and produce clean, investor-ready financials
• Comfortable joining meetings with founders and helping them fix or structure financials
  
  

Compensation

• $50 - $75 USD per hour
• Base compensation will be determined based on a variety of factors including skills, education, certifications, geographic location, and overall experience for the role
  
  

Inclusivity without exception | At Mindgrub we value and encourage mutual respect and acceptance. We know we all have something to contribute. We work every day to ensure all are welcome, and that we treat all people with fairness and dignity.

No phone calls or recruiters, please.