Senior FP&A Analyst
^exponent
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • United States
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Salary
💰 $140,000 - $155,000 per year
Job Level
About the role
- Financial modeling and analysis: Build and maintain detailed underwriting and post-acquisition financial models to support acquisition decisions and ongoing portfolio performance tracking.
- Forecasting and variance analysis: Lead forward-looking forecasting efforts, including budget vs actual analysis and re-forecasting to identify opportunities to exceed financial targets.
- Collaboration with BD and operations: Partner closely with Business Development and regional presidents to align acquisition assumptions, track KPIs, and uncover operational improvement opportunities across portfolio companies.
- FP&A infrastructure development: Drive implementation and optimization of financial planning tools like Planful to automate forecasting and reporting for a growing portfolio of 25+ companies.
- Cash flow and performance monitoring: Oversee weekly cash forecasting roll-forwards and monitor portfolio company financials post-close to ensure alignment with underwriting and strategic objectives.
Requirements
- Strong Financial Modeling & Forecasting Skills: Need someone who can jump right in with pre-acquisition underwriting models and post-close forecasting across 25+ partner acquisitions, ensuring forward-looking plans that actually drive operational improvements.
- Experience in Financial Diligence or Investment Banking: Ideal candidates bring 2-5 years in financial diligence or early-stage investment banking, providing the rigor and pace needed to handle complex acquisition financial analysis and reporting.
- Ability to Build FP&A Infrastructure & Leverage Tools: The team is scaling FP&A capabilities, including rolling out and optimizing Planful for forecasting automation—so they want someone comfortable building processes and working with new financial systems to support rapid acquisition growth.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingforecastingvariance analysisbudget analysiscash flow monitoringfinancial analysisunderwritingperformance trackingfinancial diligenceinvestment banking
Soft skills
collaborationcommunicationproblem-solvinganalytical thinkingorganizational skills