Portfolio FP&A Senior Associate (Finance)

TL;DR

Portfolio FP&A Senior Associate (Finance): Developing and maintaining driver-based operating models for a B2B technology-enabled services and software portfolio with an accent on strategic decision support and KPI tracking. Focus on translating complex operating data into actionable insights for C-suite leadership and underwriting new acquisition opportunities.

Location: Remote (Must be US-based, required travel for onsite meetings)

Salary: $120,000–$140,000 base

Company

Investment firm focused on buying and building founder-led B2B technology-enabled services and software companies through hands-on operating improvements.

What you will do

• Build and maintain driver-based operating models and rolling forecasts for all portfolio companies.
• Perform deep-dive analysis on pricing, onboarding economics, churn, and capacity utilization to drive business decisions.
• Produce monthly financial reporting packages and board-ready analysis with defensible assumptions.
• Support the analytical underwriting and due diligence process for future acquisitions.
• Coordinate with portfolio COOs and finance leaders to ensure reliable data flow into models.
• Implement AI and modern tooling to accelerate recurring analysis and repeatable workflows.

Requirements

• 3-6 years of experience in investment banking, growth equity, management consulting, or strategic finance.
• Must be based in the United States.
• Expert-level financial modeling skills in Excel (practical assessment required).
• Ability to lead working conversations with CEOs, COOs, and Managing Partners.
• High agency and strong curiosity regarding business operations and unit economics.
• AI-fluency: Ability to use AI to accelerate analysis and build workflows.

Nice to have

• Experience with BI tools, SQL, CRM data, or ERP and accounting systems.
• Background in private equity, multi-entity finance, or transaction advisory.
• MBA or CFA credential.

Culture & Benefits

• Direct exposure to C-suite leadership, Managing Partners, and board-level decision-making.
• Unique opportunity to learn the entire lifecycle of how companies are evaluated, bought, and scaled.
• Fast-paced, operator-centric environment with a steep professional learning curve.
• High level of ownership and impact across a diverse B2B software and services portfolio.