FP&A Analyst

onPhase

. Draft the monthly management and investor package, including P&L, balance sheet, cash flow, KPIs, and variance commentary .

Posted 11/11/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A), including advanced financial modeling, cash flow forecasting, and reporting for private equity-backed companies. Proficient in utilizing planning and business intelligence tools to enhance financial processes and deliver insights.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Advanced Excel SkillsThree-Statement Financial ModelingPrivate Equity ExperiencePlanning And BI Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingCash Flow ForecastingEBITDA AnalysisVariance CommentaryCovenant Compliance CalculationsScenario AnalysisKPI Dashboard CreationBudget PreparationData Room ManagementDue Diligence Support

Soft Skills

CommunicationAnalytical ThinkingProblem-SolvingAttention To DetailCollaboration

Tools & Technologies

PlanfulAdaptiveAnaplanPower BITableauChatGPTClaudeMicrosoft Copilot

Certifications & Qualifications

Bachelor’s Degree In FinanceCPA Or CPA Candidate

Industry Keywords

Private EquitySaaS IndustryM&ARefinancingExit Strategies

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Draft the monthly management and investor package, including P&L, balance sheet, cash flow, KPIs, and variance commentary
Prepare reporting on a tight timetable and answer follow-up questions from investors and operating partners
Help prepare quarterly board materials, reforecasts, performance updates, and value-creation-plan progress
Produce EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other sponsor-requested analysis
Maintain the 13-week cash flow forecast and liquidity model
Prepare quarterly covenant compliance calculations and flag risks early
Support the annual budget and rolling reforecasts
Maintain a three-statement model tied to the sponsor’s investment case and run scenario analysis
Measure EBITDA and cash impact of key initiatives
Support M&A, refinancing, and exit work, including data rooms and due diligence
Build KPI dashboards, automate recurring reporting, and improve FP&A processes
Work closely with the VP of Finance, CFO, private equity deal team, and lenders

Requirements

What you’ll need

2–4 years of FP&A, financial reporting, or audit/transaction services experience
At least 1 year in a finance role at a private equity–backed company
Hands-on experience with monthly reporting to a PE sponsor, such as investor packages, board materials, or answering deal team inquiries
Exposure to lender covenant calculations or 13-week cash flow forecasting
SaaS industry experience
Advanced Excel and three-statement financial modeling skills
Hands-on experience with planning and BI tools such as Planful, Adaptive, Anaplan, Power BI, or Tableau; Planful strongly preferred
Practical experience using AI tools such as ChatGPT, Claude, or Microsoft Copilot to speed up FP&A work, with judgment to check the output
Bachelor’s degree in Finance, Accounting, Economics, or a related field
CPA or CPA candidate preferred
Experience with a PE event such as an acquisition, refinancing, or exit is a big plus

Benefits

Comp & perks

Fully remote role
Direct work with the CFO and VP of Finance
Exposure to the private equity deal team and lenders
Clear path to grow toward owning the investor package
Exposure to value creation, M&A, and exit readiness
Opportunity to automate and improve reporting with modern planning, BI, and AI tools
Inclusive work environment
Equal employment opportunity