AI-Driven FP&A Analyst — Vena & M&A Leader

Wold Architects Inc; Minneapolis (MN); On-site; USD 75,000 - 90,000; Full time

Job summary

Wold Architects and Engineers seeks a highly analytical Senior Financial Analyst to join our corporate finance team in Minneapolis, reporting to the CFO. This role leads Vena CPM administration, manages complex forecasts, and delivers strategic reporting to executives, PE sponsors, and lenders.

You will drive AI-enabled data workflows, support M&A integration, budgeting, and cash flow modeling to strengthen profitability and debt-service capacity.

Qualifications

• 2–4 years corporate FP&A experience in PE-backed or high-growth settings.
• Hands-on CPM system administration with templates and data structures.
• Ability to extract and synthesize data from PSA and ERP systems.
• Experience using AI tools to accelerate data tasks and reporting.
• Knowledge of project accounting, revenue recognition, and WIP.
• Strong Excel-based modeling and debt/covenant tracking.
• Understanding service industry metrics and cost allocation.

Responsibilities

• Administer Vena CPM, templates, data hierarchies, and AI features.
• Lead financial integration of acquired entities and data pipelines.
• Design and automate dashboards and reports for executives.
• Own rolling 3-statement forecast and 13-week cash flow model.
• Partner with departments on budgets, addbacks, and planning.
• Embed allocation logic in budget and forecast processes.
• Maintain Strap model reflecting long-term growth and capital.
• Own earn-out reporting and metrics for post-acquisition deals.
• Prepare monthly/quarterly/annual sponsor and lender packages.

Skills

FP&A

Excel modeling

Vena CPM

Data extraction

AI tools

M&A integration

Budgeting

Forecasting

Project accounting

ERP data

Education

Bachelor's degree in Finance/Accounting

Tools

Vena

NetSuite

PSA platforms

Job description

Wold Architects and Engineers seeks a highly analytical Senior Financial Analyst to join our corporate finance team in Minneapolis, reporting to the CFO. This role leads Vena CPM administration, manages complex forecasts, and delivers strategic reporting to executives, PE sponsors, and lenders.

You will drive AI-enabled data workflows, support M&A integration, budgeting, and cash flow modeling to strengthen profitability and debt-service capacity.