We’re seeking an experienced FP&A Analyst to help build and maintain complex client financial models.
This role is ideal for someone who enjoys hands-on modeling, scenario planning, KPI tracking, and producing actionable insights for business owners and investors. After the initial engagement, there is potential to continue working with our team on a recurring basis depending on fit and capacity.
Who We Are
We provide outsourced accounting, fractional CFO advisory, and M&A support for lower middle-market businesses.
We help owners, operators, and investors get clean, reliable financials so they can run and grow with confidence.
Responsibilities
Financial Modeling & Analysis
-Build, maintain, and improve client financial models (budgeting, forecasting, scenario planning)
-Convert raw data into actionable insights for owners and operators
-Develop KPIs, dashboards, and reporting templates tied to operational performance
-Validate assumptions and ensure accuracy across complex model structures
Collaboration & Advisory Support
-Work closely with the team to ensure deliverables meet client expectations
-Present findings and explain model outputs to executives and advisory teams
-Provide recommendations for process improvements and model enhancements.
-Assist with ad-hoc analysis as requested by clients or leadership
What We’re Looking For
-Strong FP&A or financial modeling experience; prior experience building client-facing models preferred.
-Proficient in Excel (advanced formulas, pivot tables, scenario modeling)
-Experience in scenario planning, KPI scorecards, and operationally-linked financial models
-Demonstrated ability to build models independently and troubleshoot complex calculations
-Comfortable presenting and explaining models to executives and advisory teams
-Able to start immediately and meet deadlines consistently
Professional & Collaboration Expectations
-Clear, professional communication with clients and team members
-Detail-oriented, reliable, and self-directed
-Proactive problem solver who can work independently
-Comfortable managing client interactions, including scheduling calls and walking clients through models
-Maintain appropriate availability during the engagement period
If building top notch financial models gets you excited, we want to hear from you!