FP&A AnalystonPhase | Full-Time | Remote - East Coast (preference for NJ, NY, NC, SC, or FL)
What You'll Do- Own the monthly story. Draft the management and investor package, including the P&L, balance sheet, cash flow, KPIs, and commentary on variances to budget, forecast, and prior year.
- Keep reporting on schedule. Help get the package out on a tight timetable, and prepare answers to follow-up questions from investors and operating partners.
- Support the board. Help prepare quarterly board materials, including reforecasts, performance updates, and progress against the value-creation plan.
- Speak the sponsor's language. Produce EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other analysis the sponsor requests.
- Keep a close eye on cash. Maintain the 13-week cash flow forecast and liquidity model, prepare quarterly covenant compliance calculations, and flag risks early.
- Build the models. Support the annual budget and rolling reforecasts, maintain a three-statement model tied to the sponsor's investment case, and run scenario analysis.
- Track value creation. Measure the EBITDA and cash impact of key initiatives, and support M&A, refinancing, and exit work such as data rooms and due diligence.
- Make it better. Build KPI dashboards, automate recurring reporting, and improve FP&A processes as we scale.
What You Bring- 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 (ChatGPT, Claude, Microsoft Copilot) to speed up FP&A work, along with the 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
Why onPhase- Work directly with the CFO and VP of Finance, with exposure to our PE deal team and lenders
- A clear path to grow toward owning the investor package
- A front-row seat to value creation, M&A, and exit readiness in a growing SaaS company
- Room to automate and improve our reporting with modern planning, BI, and AI tools
- A fully remote role
Ready to put your PE reporting experience to work where it shapes real decisions? Apply today to join onPhase as our next FP&A Analyst.
