FP&A Analyst

Overview

This role supports an organization’s fast-paced, multi-unit business through finance analytics, forecasting, and strategic financial modeling. The FP&A Analyst will go beyond reporting by building unit-level financial models, partnering with business leaders to understand performance drivers, and supporting forecasting as well as strategic initiatives, including M&A evaluation and post-close integration.

Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting process, monthly forecasts, long-range planning, and ad hoc financial planning activities.
• Build and maintain unit-level financial models (e.g., new location openings, unit economics, labor strategy, and pricing) to evaluate investments and operational initiatives.
• Partner with business leaders to develop assumptions, validate forecasts, and continuously improve forecast accuracy at the unit level.
• Monitor business performance and proactively identify financial risks and opportunities.

Business Partnership

• Serve as a trusted finance partner to cross-functional leaders.
• Translate financial results into clear, actionable business recommendations.
• Ask thoughtful questions, challenge assumptions, and help leaders make better decisions through data.
• Present analyses in a way that is clear and meaningful for both financial and non-financial audiences.

Strategic Finance

• Support strategic investment activity by building deal models (accretion/dilution, returns/IRR analysis).
• Assist with financial due diligence.
• Support post-merger integration and synergy tracking.
• Conduct competitive benchmark analysis and help establish financial performance targets for new and existing units.

Analysis, Reporting & Process Improvement

• Prepare monthly reporting packages, KPI dashboards, variance analyses, and executive/Board presentations.
• Analyze sales, labor, cost of goods, operating expenses, and margins by unit to identify trends and explain performance.
• Build, maintain, and improve complex Excel models used across the organization; automate reporting where possible.
• Partner with Accounting during month-end close to ensure results are accurate and aligned with the forecast.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field; MBA or CFA a plus.
• 5+ years of experience in FP&A, corporate finance, consulting, investment banking, public accounting, or a similarly analytical role.
• Prior M&A and/or private equity experience required (e.g., deal modeling, due diligence, or portfolio-company FP&A/value-creation work).
• Advanced, demonstrable Excel and financial modeling skills, including the ability to build and audit complex models independently (three-statement modeling, LBO/accretion-dilution, unit-level economics, scenario/sensitivity analysis).
• Experience with AI Modeling, SQL, and other BI tools is a plus.
• Outstanding communication skills, including proven ability to build relationships and influence cross-functional, non-financial stakeholders.
• Exceptional attention to detail, strong organizational skills, and comfort managing multiple priorities in a fast-paced, ambiguous environment.

Preferred Qualifications

• Experience supporting strategic investment activity, including deal modeling and due diligence.
• MBA or CFA.
• Experience with AI modeling, SQL, and other BI tools.

Compensation & Benefits

• Salary: $130,000 annually based on experience.
• Medical, dental, and vision insurance: employer pays 75% for you and your family.
• Flexible vacation time.
• Education and learning budget for courses, events, and books.
• 401(k) with a 3% match.
• Work style: WFH or come to the office (choice is yours).

Location

Work location is flexible between working from home and office-based work.