Position Mission

We are building a sophisticated finance organization modeled on the discipline found inside high-performing private equity portfolio companies, investment firms, and institutional corporate finance teams.

We are seeking an exceptional FP&A Financial Analyst, preferably a CFA Charterholder or CFA candidate, who can turn financial and operating data into decisions.

This is not primarily a bookkeeping position.

The analyst will help leadership understand:

Where are we making money?
Where are we losing money?
Why?
What happens next?
Where should we deploy capital?
What must management change?

You will provide the financial intelligence required to allocate capital, improve EBITDA, protect liquidity, evaluate investments, and scale multiple businesses.

Core Responsibilities

Financial Planning & Analysis

Own and continuously improve:

Annual budgets
Monthly forecasts
Rolling 13-week cash-flow forecasts
Rolling 12–24 month forecasts
Three-statement financial models
P&L forecasting
Balance-sheet forecasting
Cash-flow forecasting
Department budgets
Business-unit forecasts
Headcount planning
Capital expenditure planning

Forecasts must be dynamic operating tools—not spreadsheets created once per year and forgotten.

Private Equity-Style Performance Analysis

Develop reporting similar to what a sophisticated PE sponsor would expect from a portfolio company.

Analyze:

Revenue
Gross profit
Gross margin
Contribution margin
EBITDA
Adjusted EBITDA
Operating expenses
Working capital
Free cash flow
Cash conversion
Customer profitability
Product profitability
Business-unit profitability
Sales productivity
Customer acquisition economics
Inventory efficiency
Accounts receivable
Accounts payable
Debt obligations
Liquidity

Build clear Actual vs. Budget vs. Forecast vs. Prior Period reporting.

Identify the operational causes behind variances—not simply the accounting differences.

CEO / Executive Dashboard

Develop an executive financial dashboard providing leadership with rapid visibility into:

Revenue
Gross margin
EBITDA
Cash
Debt
Working capital
A/R aging
A/P
Inventory
Sales pipeline
Bookings
Customer concentration
Forecast accuracy
Business-unit performance
Product profitability
Capital requirements

Leadership should be able to understand the financial health of the organization quickly and drill into the underlying drivers.

Business-Unit & Product Economics

Develop detailed profitability models across areas including:

Drug testing
Background checks
Employment screening
Telehealth
Healthcare services
503A/B2B operations
Technology products
Fulfillment and logistics
New ventures

Determine true profitability by customer, product, channel, sales representative, and business unit where data permits.

Strategic Finance

Partner directly with executive leadership on:

Pricing decisions
Margin improvement
Cost reduction
Hiring decisions
Sales compensation
Capital allocation
New product launches
New markets
Vendor negotiations
Make-vs.-buy analysis
Acquisition opportunities
Investment decisions
Debt repayment
Capital raising

The analyst must be willing to challenge assumptions with data.

Investment & M&A Analysis

Build institutional-quality models for potential acquisitions and investments, including:

DCF
Comparable-company analysis
Precedent transactions
LBO analysis
Debt schedules
Accretion/dilution where applicable
IRR
MOIC
NPV
Sensitivity analysis
Scenario analysis
Downside cases

Support financial due diligence and post-acquisition integration analysis.

Cash & Working Capital

Cash is a critical operating metric.

Develop rigorous analysis of:

13-week cash forecasting
Accounts receivable collections
DSO
Accounts payable
DPO
Inventory
Inventory turns
Cash conversion cycle
Debt-service requirements
Vendor payment timing
Customer credit exposure

Identify opportunities to release trapped working capital and improve liquidity.

Board / Investor Reporting

Help prepare professional financial packages for:

CEO
Executive leadership
Board members
Banks
Lenders
Investors
Private equity firms
Potential capital partners

Reporting must be concise, accurate, decision-oriented, and defensible.

Required Qualifications

Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related discipline
5+ years of relevant financial analysis, FP&A, investment banking, private equity, transaction advisory, or strategic finance experience
Advanced financial modeling capabilities
Advanced Excel skills
Strong understanding of GAAP financial statements
Strong understanding of cash flow and working capital
Ability to analyze large datasets
Excellent written and verbal communication
Ability to present financial conclusions to senior executives

Highly Preferred

CFA Charterholder or active CFA candidate
MBA, Master's in Finance, Accounting, Economics, or related field
Private equity portfolio-company experience
Investment banking experience
Transaction advisory experience
Healthcare experience
Multi-entity company experience
High-growth company experience
M&A modeling experience
Debt and capital-structure experience

Experience with systems such as NetSuite, QuickBooks, HubSpot, Shopify, Power BI, Tableau, SQL, or modern financial-planning platforms is valuable.

Ideal Candidate Profile

We want someone who thinks simultaneously like a:

CFO + Investor + Operator + Analyst.

You should naturally ask:

What drives this number?
Is the margin sustainable?
Which customers are actually profitable?
Where is cash getting trapped?
What is our downside scenario?
What return are we receiving on this investment?
Should we hire this person?
Should we discontinue this product?
Should we raise prices?
What happens to liquidity if revenue falls 15%?
What are the three biggest opportunities to improve EBITDA?
What would a private equity investor challenge us about?

First-Year Success Metrics

Performance will be evaluated on:

Forecast accuracy
Cash-flow visibility
EBITDA improvement opportunities identified
Gross-margin improvement
Working-capital improvement
Quality and timeliness of management reporting
Business-unit profitability visibility
Financial model accuracy
Quality of CEO/board reporting
Capital-allocation recommendations
Speed of identifying financial risks
Ability to translate analysis into management action

Our Standard

We do not want finance to simply report what happened last month.

We want finance to help determine what happens next.

The successful candidate will help build the financial operating system leadership needs to make faster, more disciplined decisions and create substantial enterprise value.

Experience:

Strategic management: 2 years (Preferred)

Work Location: In person

ASC (American Screening Corp)

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