Overview
A private equity-backed consumer services organization is seeking a Senior Analyst for Finance & M&A to serve as its first dedicated Financial Planning & Analysis (FP&A) resource. This role will partner directly with the CFO to build the financial planning and analysis function, develop reporting and forecasting capabilities, support merger and acquisition activities, and provide insights to drive informed business decisions. The position offers significant ownership and visibility within a lean, entrepreneurial environment during a period of rapid growth.
This is a remote role with travel required for acquisition diligence and integration.
Responsibilities
- Prepare accurate and timely monthly, quarterly, and annual financial reports for executive leadership, board presentations, lenders, and operational reviews.
- Assist with the annual budgeting process, periodic forecasting, and variance analysis by linking financial outcomes to operational performance.
- Manage and maintain the acquisition pipeline by tracking opportunities, updating financial models, and supporting transaction prioritization.
- Support merger and acquisition activities including financial due diligence, valuation modeling, integration tracking, and post-acquisition reporting.
- Design, maintain, and enhance KPI dashboards and financial reporting tools to provide meaningful business insights to leadership.
- Collaborate with cross-functional teams to streamline reporting processes, improve data integrity, and enhance financial systems and analytics.
- Collect, validate, and analyze financial and operational data from multiple sources to develop scalable, reliable, and actionable reports.
- Perform ad hoc financial analyses and support strategic initiatives for the CFO and senior leadership.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 2–5 years of experience in FP&A, corporate finance, investment banking, accounting, transaction advisory, or a highly analytical finance role.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Strong analytical skills with the ability to interpret complex financial and operational data and communicate insights effectively.
- Excellent written and verbal communication skills, with confidence presenting to senior stakeholders.
- Highly organized, detail-oriented, and self-driven, capable of excelling in a fast-paced, entrepreneurial, high-growth environment.
Preferred Qualifications
- Experience in a private equity-backed, multi-location, or acquisition-focused organization.
- Exposure to mergers and acquisitions, financial due diligence, or post-acquisition integration.
- Familiarity with business intelligence and reporting platforms such as Power BI, SQL, or Power Query.
- Progress toward or completion of professional certifications such as CPA, CFA, or similar credentials.
- Experience supporting consumer services, multi-site operations, or service-based businesses.
Compensation & Benefits
Details regarding compensation and benefits were not provided.
Location
Remote position with travel required for acquisition diligence and integration activities.