Overview
A rapidly growing pet health platform backed by private equity is seeking a Finance and FP&A professional to join a small, high-ownership team. The organization operates a portfolio of businesses across the pet health sector, including pet insurance, veterinary membership programs, and practice management software. This role combines financial planning and analysis with finance systems development and data management.
Responsibilities
Financial Planning, Forecasting, and Analysis
- Collaborate with FP&A and business unit leaders on annual budgets, reforecasts, and long-range planning, enhancing modeling rigor.
- Build and maintain three-statement financial models and advanced operational analytic models covering unit economics, cohorts, pricing, and capacity.
- Develop scenario and sensitivity models, including lender and investor models addressing covenant headroom, debt capacity, sources and uses, returns, and dilution.
- Conduct monthly variance analysis and business reviews, providing clear narratives for the CFO, sponsors, and board.
- Deliver decision support and ROI analysis on pricing, customer/product profitability, build-versus-buy decisions, and hiring/capacity planning.
- Support mergers and acquisitions activities including due diligence, acquisition modeling, and post-close integration.
- Assist with fundraising efforts end-to-end, including preparing investor materials and managing the data room through close.
Data, Systems, and Engineering
- Write reports and analyses using SQL or comparable tools from the data warehouse and other data sources.
- Partner with CFO and Controller to evaluate, select, and implement a new ERP system, migrating from QuickBooks.
- Administer and improve existing systems across accounting, billing, revenue recognition, and CRM.
- Design and optimize order-to-cash processes across systems.
- Collaborate with engineering to scope, prioritize, and drive data warehouse build-out, system integrations, and data pipelines.
- Ensure data integrity across multiple systems by reconciling source data, enforcing consistent definitions, and serving as the source of truth.
- Identify and implement process improvements to replace manual workflows with automated, scalable solutions.
Requirements
- 7 to 10 years of experience in FP&A or strategic finance, including scaling companies during significant growth phases.
- Experience working directly with private equity or venture capital partners and boards.
- Proven fundraising experience, including preparing investor materials, managing data rooms, and supporting capital raises through close.
- Expertise in building lender and investor financial models covering covenants, debt capacity, sources and uses, returns, and dilution.
- Strong skills in report writing and data analysis using SQL or similar analytics tools.
- Experience evaluating, selecting, or implementing ERP systems, ideally in partnership with accounting or controllers.
- Hands-on familiarity with accounting, billing, revenue recognition, CRM, and BI or data warehouse tools (e.g., QuickBooks, Maxio, HubSpot).
- Ability to partner effectively with engineering teams on system integrations and data warehouse development.
- Deep business acumen with the ability to connect financial results to operational drivers.
- Advanced financial modeling skills and strong understanding of SaaS and subscription economics.
- Growth mindset with a bias toward process improvement and automation.
- Familiarity with ASC 606 revenue recognition, 409A, and cap table concepts.
- Comfortable working in a lean team environment with ambiguity, shifting priorities, and direct executive exposure.
Preferred Qualifications
- Strong SQL proficiency.
- Prior experience in a high-growth, private equity-backed environment.
Compensation & Benefits
Details on compensation and benefits are not provided in the job description.
Location
Location details are not specified in the job description.