Salary :
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Experienced financial analyst role supporting portfolio companies in consumer and financial services, blending FP&A with data analytics and offering a clear path into investment and M&A work within a well-funded investment firm environment.
Why We Like This
- Hands-on data integration: This role blends FP&A with deep data analytics, requiring SQL and Power BI skills to clean and consolidate data across multiple platforms.
- Portfolio exposure: You'll be the go-to analyst for key portfolio companies, supporting forecasting, budgeting, and integration efforts with growth into M&A opportunities.
- Career flexibility: The position offers multiple growth paths, either doubling down on analytics or evolving into a traditional investment role within the team.
Requirements
- Strong SQL & Data Manipulation Skills: Hands-on ability to write SQL and integrate, cleanse data from multiple systems like Service Titan and Sage—critical for building reliable KPI dashboards and supporting portfolio analytics.
- FP&A Experience with Analytical Rigor: Solid FP&A background with a sharp eye for financial analysis in a portfolio context, supporting forecasting, budgeting, and gearing up for M&A integration as the portfolio expands.
- Adaptability & Growth Mindset Toward Investment Roles: Eager to evolve beyond traditional FP&A into investment team responsibilities, including M&A and portfolio company coverage, fitting a fast-moving, growth-oriented environment.
Responsibilities
- Data analysis and integration: Extract, cleanse, and consolidate data from multiple platforms including Service Titan and Iron Bison CRM to support accurate financial reporting and KPI dashboards.
- Financial reporting and forecasting: Support portfolio company forecasting, budgeting, and budget vs actual analysis to provide actionable insights for the investment team.
- SQL and BI tool utilization: Develop and maintain data models and visualizations using SQL, Power BI, or Tableau to enable real-time financial and operational insights.
- Cross-functional collaboration: Serve as a key finance liaison for portfolio companies, partnering with operations and investment teams to streamline financial processes and back M&A integration efforts.
- Continuous learning and growth: Deepen expertise in portfolio company systems and processes, aiming to broaden scope into M&A analysis and wider investment support.
$80,000 - $95,000 a year
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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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