FP&A Analyst

Docuphase Llc; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Fully remote role

Exposure to PE deal team

Job summary

onPhase is seeking an FP&A Analyst to join our finance team. The role focuses on investor reporting, forecasts, and value‑creation tracking in a fully remote position (US).

You’ll own monthly stories, prepare packages for investors and the board, and collaborate with our CFO/VP of Finance to scale FP&A processes. You will work with Planful/Adaptive/Anaplan and BI tools, contribute to 13‑week cash forecasts, and develop a three‑statement model aligned with the sponsor’s investment case.

Qualifications

• 2–4 years of FP&A, financial reporting, or audit/transaction services experience.
• At least 1 year in a finance role at a private equity–backed company.
• Hands‑on experience with monthly reporting to a PE sponsor, such as investor packages, board materials, or answering deal team inquiries.
• Exposure to lender covenant calculations or 13‑week cash flow forecasting.
• SaaS industry experience.
• Advanced Excel and three‑statement financial modeling skills.
• Hands‑on experience with planning and BI tools such as Planful, Adaptive, Anaplan, Power BI, or Tableau; Planful strongly preferred.
• Practical experience using AI tools (ChatGPT, Claude, Microsoft Copilot) to speed up FP&A work, along with the judgment to check the output.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or CPA candidate preferred
• Experience with a PE event such as an acquisition, refinancing, or exit is a big plus.

Responsibilities

• Own the monthly story. Draft the management and investor package, including the P&L, balance sheet, cash flow, KPIs, and commentary on variances to budget, forecast, and prior year.
• Keep reporting on schedule. Help get the package out on a tight timetable, and prepare answers to follow‑up questions from investors and operating partners.
• Support the board. Help prepare quarterly board materials, including reforecasts, performance updates, and progress against the value‑creation plan.
• Speak the sponsor’s language. Produce EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other analysis the sponsor requests.
• Keep a close eye on cash. Maintain the 13‑week cash flow forecast and liquidity model, prepare quarterly covenant compliance calculations, and flag risks early.
• Build the models. Support the annual budget and rolling reforecasts, maintain a three‑statement model tied to the sponsor’s investment case, and run scenario analysis.
• Track value creation. Measure the EBITDA and cash impact of key initiatives, and support M&A, refinancing, and exit work such as data rooms and due diligence.
• Make it better. Build KPI dashboards, automate recurring reporting, and improve FP&A processes as we scale.

Skills

Financial analysis

Forecasting

Investor reporting

Budgeting

PE reporting

SaaS knowledge

Advanced Excel

Three-statement modeling

AI tools usage

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CPA or CPA candidate

Tools

Planful

Adaptive

Anaplan

Power BI

Tableau

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FP&A Analyst

Finance Full Time Remote, US

Today Requisition ID: 1118

FP&A Analyst

onPhase | Full-Time | Remote – East Coast (preference for NJ, NY, NC, SC, or FL)

Why This Role

onPhase is looking for an FP&A Analyst to join our finance team. You’ll do the hands‑on work behind our investor reporting, forecasts, and value‑creation tracking. You’ll work closely with our VP of Finance and CFO and get real exposure to our private equity deal team and lenders.

If you’ve worked inside a PE‑backed business, like turning numbers into clear stories, and want to grow toward owning the investor package, we want to talk to you.

What You’ll Do

• Own the monthly story.Draft the management and investor package, including the P&L, balance sheet, cash flow, KPIs, and commentary on variances to budget, forecast, and prior year.
• Keep reporting on schedule.Help get the package out on a tight timetable, and prepare answers to follow‑up questions from investors and operating partners.
• Support the board.Help prepare quarterly board materials, including reforecasts, performance updates, and progress against the value‑creation plan.
• Speak the sponsor’s language.Produce EBITDA bridges, adjusted EBITDA reconciliations, normalization adjustments, and other analysis the sponsor requests.
• Keep a close eye on cash.Maintain the 13‑week cash flow forecast and liquidity model, prepare quarterly covenant compliance calculations, and flag risks early.
• Build the models.Support the annual budget and rolling reforecasts, maintain a three‑statement model tied to the sponsor’s investment case, and run scenario analysis.
• Track value creation.Measure the EBITDA and cash impact of key initiatives, and support M&A, refinancing, and exit work such as data rooms and due diligence.
• Make it better.Build KPI dashboards, automate recurring reporting, and improve FP&A processes as we scale.

What You Bring

• 2–4 years of FP&A, financial reporting, or audit/transaction services experience
• At least 1 year in a finance role at a private equity–backed company
• Hands‑on experience with monthly reporting to a PE sponsor, such as investor packages, board materials, or answering deal team inquiries
• Exposure to lender covenant calculations or 13‑week cash flow forecasting
• SaaS industry experience
• Advanced Excel and three‑statement financial modeling skills
• Hands‑on experience with planning and BI tools such as Planful, Adaptive, Anaplan, Power BI, or Tableau; Planful strongly preferred
• Practical experience using AI tools (ChatGPT, Claude, Microsoft Copilot) to speed up FP&A work, along with the judgment to check the output
• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA or CPA candidate preferred
• Experience with a PE event such as an acquisition, refinancing, or exit is a big plus

Why onPhase

• Work directly with the CFO and VP of Finance, with exposure to our PE deal team and lenders
• A clear path to grow toward owning the investor package
• A front‑row seat to value creation, M&A, and exit readiness in a growing SaaS company
• Room to automate and improve our reporting with modern planning, BI, and AI tools
• A fully remote role

onPhase is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.