Senior Analyst, Finance and M&A

Overview

This role is for a first dedicated FP&A resource at a private equity-backed consumer services organization. The position partners directly with the CFO and supports scaling through organic growth and strategic acquisitions. Responsibilities include building the financial planning and analysis function, developing reporting and forecasting capabilities, supporting M&A activity, and delivering insights to support informed business decisions.

Responsibilities

• Prepare accurate and timely monthly, quarterly, and annual financial reporting packages for executive leadership, board reporting, lender reporting, and operational KPI analysis.
• Support the annual budgeting process, periodic forecasting, and variance analysis, connecting operational performance to financial results.
• Maintain and support the acquisition pipeline by tracking opportunities, updating deal models, and assisting with transaction prioritization.
• Support financial due diligence, acquisition modeling, integration tracking, and other activities related to add-on acquisitions.
• Develop and maintain KPI reporting, dashboards, and financial analytics to provide leadership with timely, actionable business insights.
• Partner with cross-functional teams to improve financial reporting processes, data quality, and system capabilities.
• Gather, validate, and analyze financial and operational data from multiple sources to create scalable and reliable reporting.
• Conduct ad hoc financial analysis and strategic projects in support of the CFO and senior leadership team.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 2–5 years of experience in investment banking, FP&A, corporate finance, accounting, transaction advisory, or a finance role with significant analytical responsibilities.
• Strong financial modeling experience and advanced Microsoft Excel skills.
• Demonstrated ability to analyze, manipulate, and present financial and operational data effectively.
• Excellent written and verbal communication skills, with the ability to present findings to senior leadership.
• Self-motivated, detail-oriented professional who thrives in a fast-paced, entrepreneurial, and high-growth environment.

Preferred Qualifications

• Experience within a private equity-backed, multi-site, or acquisitive organization.
• Exposure to mergers and acquisitions, financial due diligence, or post-acquisition integration.
• Experience with business intelligence and reporting tools such as Power BI, SQL, or Power Query.
• Progress toward a CPA, CFA, or other relevant professional designation is a plus.
• Experience supporting consumer services, multi-location, or other service-oriented businesses is preferred.

Compensation & Benefits

• Not specified.

Location

• Remote with travel for acquisition diligence and integration.