Job Description
We’re seeking an experienced FP&A Analyst to help build and maintain complex client financial models. This role is ideal for someone who enjoys hands-on modeling, scenario planning, KPI tracking, and producing actionable insights for business owners and investors. After the initial engagement, there is potential to continue working with our team on a recurring basis depending on fit and capacity. Who We Are We provide outsourced accounting, fractional CFO advisory, and M&A support for lower middle-market businesses. We help owners, operators, and investors get clean, reliable financials so they can run and grow with confidence. Responsibilities Financial Modeling & Analysis -Build, maintain, and improve client financial models (budgeting, forecasting, scenario planning) -Convert raw data into actionable insights for owners and operators -Develop KPIs, dashboards, and reporting templates tied to operational performance -Validate assumptions and ensure accuracy across complex model structures Collaboration & Advisory Support -Work closely with the team to ensure deliverables meet client expectations -Present findings and explain model outputs to executives and advisory teams -Provide recommendations for process improvements and model enhancements. -Assist with ad-hoc analysis as requested by clients or leadership What We’re Looking For -Strong FP&A or financial modeling experience; prior experience building client-facing models preferred. -Proficient in Excel (advanced formulas, pivot tables, scenario modeling) -Experience in scenario planning, KPI scorecards, and operationally-linked financial models -Demonstrated ability to build models independently and troubleshoot complex calculations -Comfortable presenting and explaining models to executives and advisory teams -Able to start immediately and meet deadlines consistently Professional & Collaboration Expectations -Clear, professional communication with clients and team members -Detail-oriented, reliable, and self-directed -Proactive problem solver who can work independently -Comfortable managing client interactions, including scheduling calls and walking clients through models -Maintain appropriate availability during the engagement period If building top notch financial models gets you excited, we want to hear from you!