FP&A Analyst

SMB Team

7d

About The Position

Our Finance team helps drive smart, data-informed decisions across a fast-paced, multi-unit business. We're looking for an analytical, curious, and highly collaborative FP&A Analyst who loves turning numbers into action. This role goes well beyond reporting: you'll build unit-level financial models, partner closely with leaders across the business to understand performance, and support both day-to-day forecasting and strategic initiatives — including M&A evaluation and post-close integration. The ideal candidate is exceptionally strong in Excel, energized by digging into data to answer "why," and brings prior exposure to deal work (M&A and/or private equity).

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field; MBA or CFA a plus.
• 5+ years of experience in FP&A, corporate finance, consulting, investment banking, public accounting, or a similarly analytical role.
• Prior M&A and/or private equity experience required — e.g., deal modeling, due diligence, or portfolio-company FP&A/value-creation work.
• Advanced, demonstrable Excel and financial modeling skills — able to build and audit complex models independently (three-statement modeling, LBO/accretion-dilution, unit-level economics, scenario/sensitivity analysis).
• Outstanding communication skills; proven ability to build relationships and influence cross-functional, non-financial stakeholders.
• Exceptional attention to detail, strong organizational skills, and comfort managing multiple priorities in a fast-paced, ambiguous environment.

Nice To Haves

• Experience with AI Modeling, SQL and other BI tools a plus

Responsibilities

• Support the annual budgeting process, monthly forecasts, long-range planning, and ad hoc financial planning activities.
• Build and maintain unit-level financial models — new location openings, unit economics, labor strategy, and pricing — to evaluate investments and operational initiatives.
• Partner with business leaders to develop assumptions, validate forecasts, and continuously improve forecast accuracy at the unit level.
• Monitor business performance and proactively identify financial risks and opportunities.
• Serve as a trusted finance partner to cross-functional leaders across the business.
• Translate financial results into clear, actionable business recommendations.
• Ask thoughtful questions, challenge assumptions, and help leaders make better decisions through data.
• Present analyses in a way that's clear and meaningful for both financial and non-financial audiences.
• Support strategic investment activity: build deal models (accretion/dilution, returns/IRR analysis), assist with financial due diligence, and support post-merger integration and synergy tracking.
• Conduct competitive benchmark analysis and help establish financial performance targets for new and existing units.
• Prepare monthly reporting packages, KPI dashboards, variance analyses, and executive/Board presentations.
• Analyze sales, labor, cost of goods, operating expenses, and margins by unit to identify trends and explain performance.
• Build, maintain, and improve complex Excel models used across the organization; automate reporting wherever possible.
• Partner with Accounting during the month-end close to ensure results are accurate and aligned with the forecast.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level