Financial Analyst

The Role
We are hiring a Financial Analyst to be the analytical engine of multiple portfolio company's finance functions. This
is a builder's role, not a maintenance role: you'll construct the operating model from the ground up, run
the forecast, and turn operating data into the analysis leadership uses to make decisions about pricing,
hiring, and where to spend the next dollar.

You'll work in a private-equity-style operating environment with structured reporting cadences, which
means your work is read — by company leadership, the board, and outside investors. As part of our
investor's portfolio finance network, you'll also be called on to provide financial analysis and modeling
support to other portfolio companies, which means exposure to a range of business models and
operating problems well beyond what a single-company seat offers.

This is a hands-on analytical role rather than an accounting role — you'll partner closely with the
Controller, who owns the books, the close, and the cash position.

What You'll Do
• Build and maintain the company operating model, including the three-statement model, 13-week
cash forecast, and rolling 12-month forecast
• Support the annual budget process and keep the rolling forecast current as actuals land and
assumptions change
• Produce monthly variance analysis against plan, with commentary that explains the drivers rather
than restating the numbers
• Build scenario and sensitivity analysis — base, upside, and downside — to frame decisions and
stress-test runway
• Build and maintain the KPI and unit-economics reporting layer: customer acquisition cost, payback,
retention and net revenue retention, gross margin by cost line
• Stand up FP&A infrastructure — model architecture, reporting templates, and the data hygiene
that makes both trustworthy
• Run ad hoc analysis to inform pricing, hiring plans, vendor decisions, and go/no-go calls
• Contribute analysis and supporting schedules to the monthly and quarterly reporting package
• Support fundraising and diligence processes with financial projections, supporting analysis, and
data room materials
• Provide financial analysis and modeling support to other portfolio companies within the investor’s
network as needed
• Partner with go-to-market and product teams to translate operating metrics into financial impact

What We're Looking For
• 1–3 years of experience in investment banking, private equity, consulting, corporate FP&A, or a
startup finance seat
• Advanced Excel or Google Sheets — you can build a three-statement model from a blank tab, and
your work is auditable by someone who didn’t build it
• Sound financial modeling instincts: clean structure, documented assumptions, and integrity checks
built in rather than bolted on
• Comfort working from incomplete data and forming a defensible view anyway
• Intellectual honesty about what is sourced versus estimated — you flag assumptions rather than
bury them
• Familiarity with SaaS or usage-based business metrics is a plus
• SQL, BI tooling (e.g., Looker, Metabase), or other data exposure is a plus
• Ability to present analysis clearly to non-finance stakeholders and senior audiences
• Bachelor's degree in finance, accounting, economics, engineering, or another quantitative field

What Success Looks Like
• A forecast that ties to actuals within a tight tolerance every month — and when it doesn’t, you
know why before anyone asks
• Models that other people can pick up, audit, and trust
• Leadership reaching for your analysis when a decision needs to be made, not after it has been
• Meaningful analytical support delivered to at least one other portfolio company