FP&A Analyst

Overview

The organization is hiring an FP&A Analyst to join the Finance team. This role focuses on financial modeling, performance reporting, compensation reporting, and utilization/capacity analysis—supporting forecasting, planning, and hiring decisions. You will report to the SVP of Finance and work closely with Finance Operations, the AR & Billing Specialist, and department Managing Directors to translate financial and operating data into clear recommendations.

This is a fully remote role supporting a team in the EST time zone (9 AM–5 PM EST) from Brazil or Portugal.

Responsibilities

• Build, maintain, and enhance a unified financial model, including:
  • P&L, budgets, forecasts
  • Headcount plan
  • Scenario analysis
  • Unit economics
• Prepare the weekly pacing report, tracking MRR, bookings, and revenue against target.
• Prepare monthly report sections including revenue, EBITDA, year-to-date, MRR, and outlook; also support quarterly performance reporting.
• Explain variances against budget by identifying drivers and recommending changes to model assumptions when actuals diverge.
• Own the utilization model by department, role, and person, including Shadow FTEs (capacity added by the AI platform), and connect utilization directly to gross margin and unit economics.
• Partner with Managing Directors on hiring requests by building the case for hiring now versus waiting, based on utilization, pipeline, and margin impact.
• Build and maintain the department-head compensation dashboard and prepare quarterly KPI figures behind incentive plans.
• Run cohort analysis including retention, expansion, and lifetime value by client cohort.
• Analyze media mix and profitability by client and service line; recommend pricing, scope, and staffing changes.
• Peer-check teammates’ work, including budget vs. actual, model changes, payout calculations, and vendor payments against budget.
• Use AI tools (e.g., Claude) to enhance analysis, automate repetitive tasks, and build more efficient workflows.
• Identify and implement improvements to the accuracy, consistency, and efficiency of financial processes and reporting.
• Take on ad hoc analysis and special projects as business needs arise.

Requirements

• 2–4 years of professional experience in FP&A, private equity, investment banking, transaction services, or consulting.
• Experience building and maintaining complex financial models (not only updating them).
• Advanced Google Sheets or Excel skills, including lookups, pivot tables, dynamic formulas, and scenario analysis (the model runs in Google Sheets).
• Understanding of unit economics in a services business (capacity, utilization, billable rates, and margin), or ability to learn them quickly.
• Ability to produce clear management reporting by explaining what changed, why, and what to do next in a concise manner.
• Experience using Claude or similar AI tools with real examples of AI-driven analysis, automation, or workflow improvements.
• Ability to form a data-backed viewpoint and defend recommendations.
• Strong analytical and organizational skills; high bar for accuracy and detail.
• Ability to work independently, juggle multiple priorities, and thrive in a fast-paced environment.
• Fluency in written and spoken English.

Preferred Qualifications

• Experience in an agency or professional services firm.

Compensation & Benefits

• Unlimited PTO + local holidays (relevant to your hub).
• Flexible parental leave.

Location

Fully remote from Brazil or Portugal, supporting a team in the EST time zone (9 AM–5 PM EST).