Senior FP&A Analyst
About The Position
Senior FP&A Analyst role in a Boston-based professional services firm backed by a notable private equity firm, Shore Capital, offering a unique chance to drive post-acquisition financial performance and build scalable FP&A infrastructure across a growing portfolio. Why We Like This Scalable FP&A infrastructure: Opportunity to build and optimize forecasting and financial planning processes across 25+ portfolio companies, with a focus on automation and efficiency. Hands-on M&A exposure: Direct involvement in pre- and post-acquisition financial modeling and variance analysis, working closely with BD and operational teams. Growth trajectory: Role supports rapid acquisition growth with potential to help expand the FP&A team and influence strategic financial operations.
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 automationâso they want someone comfortable building processes and working with new financial systems to support rapid acquisition growth.
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
