Senior Financial Analyst (United States)

Synergy Pet Group is one of the fastest-growing players in the pet industry, earning a place on the Inc. 5000 every year since 2018 and sustaining more than 35% annual growth for the past decade. Our portfolio of pet care offerings includes pet-related employee benefits, the industry’s only PPO-style pet insurance, veterinary membership programs, and the veterinary industry’s fastest-growing practice management software. These solutions are used by thousands of veterinary practices and millions of pet owners nationwide. As we scale, we’re building a team that thrives in a high-growth environment and is excited to help shape the future of veterinary care.

About the Role

Synergy Pet Group is a private-equity-backed pet health platform operating a portfolio of businesses across the pet health sector. We are actively acquiring, integrating acquisitions, and preparing for our next round of institutional fundraising.

This is a deep, hands-on role that is roughly half FP&A and half finance systems. On the finance side, we need someone who fundamentally understands how the business makes money and can build the analysis that leadership, lenders, and investors rely on. On the systems side, we need someone who can write their own reports off the data warehouse and other data sets, help stand up a finance systems environment that is still coming together, and partner with engineering as a peer to integrate it. You will be as comfortable working hands-on in the data, in SQL or comparable tools, as you are presenting a recommendation to the CFO, the sponsor, and the board.

You will report directly to the CFO as part of a small FP&A team, elevating the function with more advanced modeling, analytical, and systems capability. It is a lean, high-ownership team, which means real scope and real exposure from day one. We want someone with a genuine growth mindset who runs toward broken processes rather than around them, who has helped scale a company before, and who partners with operators rather than sitting apart from them. Priorities shift quickly here as we acquire and grow, so you should be someone who thrives on change and can reprioritize without losing the thread.

What You Own

• The advanced modeling and forecasting layer: scenario, sensitivity, and lender and investor models built on top of the planning process.

• The finance systems stack and the integrity of the numbers across it.

• The reporting and analytics infrastructure that reaches the CFO, the sponsor, and the board.

What You Will Do

Planning, Forecasting, and Analysis

• Partner with the FP&A team and business unit leaders on the annual budget, reforecast cadence, and long-range plan, adding modeling depth and rigor to the process.

• Build and own three-statement models, and go well beyond them into business and operational analytic modeling of unit economics, cohorts, pricing, and capacity, with what-if analysis on the operational levers that actually move the business.

• Own scenario and sensitivity modeling as a core discipline, and build lender and investor scenario models, including covenant headroom, debt capacity, sources and uses, and returns and dilution.

• Run monthly variance analysis and the business review: budget to actual, the drivers behind it, and a clear narrative for the CFO, sponsor, and board.

• Provide decision support and ROI analysis on pricing, customer and product profitability, build-versus-buy, and hiring and capacity cases.

• Support M&A activity, including diligence, acquisition modeling, and post-close integration, and support fundraising end to end, including investor materials and the data room through close.

Data, Systems, and Engineering

Our finance systems are still coming together. Today the business runs on separate accounting, billing, revenue, and CRM systems, with a data warehouse being built to unify them. You will help shape that environment, not just operate within it.

• Write your own reports and analyses off the data warehouse and other source data sets, using SQL or comparable reporting and analytics tools. SQL is a strong plus.

• Partner with the CFO and Controller to evaluate and select a new ERP, then help lead its implementation and the migration off QuickBooks.

• Administer and improve the systems the business runs on today across accounting, billing and revenue recognition, and CRM, and design better order-to-cash processes across them.

• Partner with engineering as a peer to scope, prioritize, and drive the data warehouse build-out, systems integrations, and data pipelines.

• Own data integrity across a fragmented systems landscape: reconcile source data from disparate platforms, enforce consistent definitions, and be the source of truth for what a number means.

• Identify and lean into process improvement, replacing manual, error-prone workflows with automated, scalable ones.

What You Bring

• 7 to 10 years in FP&A or strategic finance, including hands-on experience helping scale a company through a period of meaningful growth.

• Direct experience working with private equity or venture capital partners and boards.

• Direct fundraising experience is essential, including preparing investor materials, managing a data room, and supporting a capital raise through close.

• Proven ability to build lender and investor models, including covenant, debt capacity, sources and uses, returns, and dilution analyses.

• Strong report-writing ability off data warehouses and other data sets, using SQL or comparable analytics and reporting tools. SQL is a strong plus.

• Experience evaluating, selecting, or implementing an ERP, ideally in partnership with accounting or a controller.

• Hands-on familiarity with accounting, billing and revenue, CRM, and BI or data-warehouse tools (for example QuickBooks, Maxio, or HubSpot), and comfort partnering with engineering on integrations and warehouse build-out.

• Deep business acumen: the ability to understand a business model fundamentally and connect financial results to the operational drivers underneath them.

• Advanced financial modeling and a strong command of SaaS and subscription economics.

• A demonstrated growth mindset and a bias toward process improvement. You see broken or manual processes as opportunities, not obstacles.

• Familiarity with ASC 606 revenue recognition, 409A, and cap table concepts.

• A genuine partner mindset, and comfort operating in a lean team with ambiguity, competing priorities, and direct executive exposure.

Why Join Synergy Pet Group?

Every role at Synergy touches the lives of pets, the people who love them, and the veterinarians who care for them. With a decade of sustained growth and national reach, we’re building solutions that expand access to pet care, strengthen the veterinary community, and redefine how employers support pet families. If you want to do work that matters — and see your impact scaled across millions of pets — you’ll find a home here.