FP&A Analyst: M&A, Forecasting & Unit Economics

SMB Team; United States; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Flexible vacation

Education budget

401(k) with 3% match

Team activities

Job summary

SMB Team is seeking an FP&A Analyst to join our Finance group. You’ll build unit-level financial models, forecast performance, and support strategic initiatives including M&A evaluation and post-close integration.

You’ll partner with leaders across the business, turning data into actionable insights, with a strong emphasis on Excel modeling, scenario analysis, and clear communication to both financial and non-financial stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field (MBA/CFA a plus).
• 5+ years in FP&A, corporate finance, or equivalent analytical role.
• Prior M&A/private equity experience with deal modeling or due diligence.
• Advanced Excel and financial modeling skills; three-statement modeling and LBO analysis.
• Experience with AI modeling, SQL, and BI tools is a plus.
• Excellent communication and stakeholder influence across functions.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support annual budgeting, monthly forecasts, long-range planning and ad hoc FP activities.
• Build and maintain unit-level financial models for openings, unit economics, labor, and pricing.
• Partner with leaders to develop assumptions, validate forecasts, and improve forecast accuracy.
• Monitor performance and identify financial risks and opportunities.
• Present analyses in a clear, actionable way for financial and non-financial audiences.

Skills

Communication

Attention to detail

Cross-functional collaboration

Relationship building

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics

MBA or CFA a plus

Tools

Excel

Financial modeling

SQL

BI tools

AI Modeling

Job description

SMB Team is seeking an FP&A Analyst to join our Finance group. You’ll build unit-level financial models, forecast performance, and support strategic initiatives including M&A evaluation and post-close integration.

You’ll partner with leaders across the business, turning data into actionable insights, with a strong emphasis on Excel modeling, scenario analysis, and clear communication to both financial and non-financial stakeholders.