FP&A Analyst

Position Title: FP&A Analyst

Department: Administration

Reports To: CEO

Exempt Status: Salaried

Hybrid Remote - Based in the Nashville area

Summary

The Business Analyst is responsible for monitoring and analyzing financial data and trends and collaborating with cross functional departments to provide financial insights for decision making.

Essential Duties and Responsibilities:

• Monitors and analyzes monthly financial and operation performance
• Tracks and reports on key KPIs (e.g., revenue, margins, EDITDA, working capital) and generate insights to support performance improvement
• Assists with budgeting, forecasting, and strategic planning in collaboration with the company’s leadership
• Supports the standardization and continuous improvement of financial reporting across the company
• Maintains and updates the company cash monitoring procedures
• Partners with leadership to support strategic initiatives and value creation efforts
• Participates in board meeting preparation, including development of presentation materials
• Assists in preparing external reporting to limited partners (LPs) and other stakeholders as needed
• Builds and maintains detailed financial models for new and existing investments
• Assists in the evaluation of potential add-on acquisition opportunities
• Supports due diligence processes by analyzing historical financials, quality of earnings reports, and operational KPIs

Education/Licenses:

• Bachelor’s degree in Finance, Business, Economics, or a related field

Experience & Skills:

• 2-4 years’ experience in finance, consulting, or a related analytical role
• Strong financial modeling and quantitative analysis skills
• Proficiency in Excel and financial reporting tools; experience with BI tools a plus
• Excellent communication skills with the ability to convey insights clearly and concisely
• Strong attention to detail, organization skills, and the ability to manage multiple priorities
• Team-oriented mindset with the ability to collaborate across functions and organizations

Physical Needs:

• Ability to sit for prolonged periods at a desk working on a computer
• Ability to lift up to 15 pounds at a time
• Ability to travel to other locations