• Job Description

  Req#: 10025
  Associate, FP&A and Strategy
  
  Location: Tampa / St. Petersburg, FL / Remote
  
  Mission
  Our client partners with emerging companies to help them achieve financial clarity that drives durable competitive advantage and long-term value creation.
  
  About the Company
  Our client is a boutique fractional CFO and management consulting firm based in Tampa, FL serving private equity and venture-backed companies across the United States. The team consists of experienced financial professionals and operators who have performed a wide range of financial functions within organizations across multiple industries and business models.
  
  As data-driven strategists, the team leverages technology to integrate and analyze financial and operational data while standardizing reporting. Their experience at the executive level, combined with a strong focus on analytics, provides a unique perspective that spans industries and markets.
  
  They provide customized financial solutions ranging from day-to-day accounting support to executive-level financial planning, strategy, and advisory services.
  
  The Role
  In this role, you will support CEOs, CFOs, and finance executives in strengthening their company's approach to financial management, planning, and analysis. As part of the consulting team, you will play a key role in supporting client engagements through financial analysis, modeling, and reporting initiatives.
  
  You will execute workstream deliverables that include financial modeling and analysis, financial reporting package creation, customer cohort analysis, industry research, cap table management, pitch deck development, and other ad-hoc financial analysis.
  
  Over time, you will have opportunities to take on greater responsibilities including managing client relationships and presenting key deliverables to client leadership. You will also gain exposure to multiple industries, business models, and companies at different growth stages-from early-stage startups to private-equity-backed mature organizations.
  
  Responsibilities
  • Build and optimize financial models and forecasts, including three-statement financial models and short-term bookings and cash projections
  • Conduct budget-to-actual variance analysis
  • Perform cost and profitability analysis to support management optimization
  • Assist with capital allocation decisions through NPV, IRR, and cost-benefit analyses of new initiatives and opportunities
  • Produce reporting packages including executive insights for CFOs/CEOs, board materials, and reports for external stakeholders such as banks
  • Support the development or improvement of reporting processes and visibility into key KPIs (ARR/MRR, cohort analysis, renewals/churn, CAC, etc.)
  • Assist in the design and execution of management reporting and analytics
  • Perform ad-hoc financial analysis based on client needs
  
  Experience & Skills
  • Bachelor's or Master's degree in Finance, Economics, Accounting, or a related field
  • Minimum of three years of experience in financial analysis, transaction advisory services, or a similar finance role
  • Strong expertise in Financial Planning & Analysis (FP&A)
  • Strong analytical and problem-solving abilities
  • Experience building and maintaining three-statement financial models
  • Advanced Microsoft Excel skills (keyboard-driven proficiency preferred)
  • Familiarity with AI tools used in financial modeling and analysis
  • High proficiency in Microsoft Word and PowerPoint
  • Results-driven with a collaborative mindset and strong bias for action
  • Strong communication skills and the ability to present data and insights clearly to various stakeholders
  • Experience with data visualization or analysis tools such as Power BI, Python, or similar platforms is a plus

• About the company

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