FP&A Analyst
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Job Description
FP&A Analyst owning investor reporting, forecasting, and value-creation analysis for onPhase’s growing SaaS business. Partnering with finance leaders, PE sponsors, and lenders remotely.
Responsibilities:
- 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:
- 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:
- 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
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