Seeking Skilled FP&A Analyst for Client-Facing Financial Models

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!