Financial Analyst

We are building a sophisticated finance organization modeled on the discipline found inside high-performing private equity portfolio companies, investment firms, and institutional corporate finance teams. We are seeking an exceptional FP&A Financial Analyst , preferably a CFA Charterholder or CFA candidate , who can turn financial and operating data into decisions. This is not primarily a bookkeeping position. The analyst will help leadership understand: Where are we making money? Where are we losing money? Why? What happens next? Where should we deploy capital? What must management change? You will provide the financial intelligence required to allocate capital, improve EBITDA, protect liquidity, evaluate investments, and scale multiple businesses. Core Responsibilities Own and continuously improve: Monthly forecasts Rolling 13-week cash-flow forecasts Rolling 12-24 month forecasts P&L forecasting Cash-flow forecasting Business-unit forecasts Capital expenditure planning Forecasts must be dynamic operating tools - not spreadsheets created once per year and forgotten. Private Equity-Style Performance Analysis Develop reporting similar to what a sophisticated PE sponsor would expect from a portfolio company. Analyze: Revenue Gross profit Gross margin Contribution margin EBITDA Operating expenses Working capital Free cash flow Cash conversion Customer profitability Product profitability Accounts receivable Accounts payable Debt obligations Build clear Actual vs. Budget vs. Forecast vs. Prior Period reporting. Identify the operational causes behind variances - not simply the accounting differences. Develop an executive financial dashboard providing leadership with rapid visibility into: Revenue Gross margin EBITDA Cash Debt Working capital A/R aging A/P Bookings Customer concentration Forecast accuracy Product profitability Capital requirements Determine true profitability by customer, product, channel, sales representative, and business unit where data permits. Strategic Finance Partner directly with executive leadership on: Margin improvement Cost reduction Capital allocation New product launches New markets Make-vs.-buy analysis Acquisition opportunities Debt repayment The analyst must be willing to challenge assumptions with data. #J-18808-Ljbffr