Portfolio FP&A Analyst — Insights & Impact

Heritage Holding; Boston (MA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Heritage-Holding is seeking an FP&A Associate to help manage the financial performance of our portfolio companies. This hands-on role focuses on reporting, analysis, and modeling across the businesses we own, with close collaboration with senior leadership and controllers to keep financials clean and reporting sharp.

This position is ideal for someone a couple of years into a finance career who wants broad exposure across multiple companies and a direct line to senior decision-makers.

Qualifications

• 2–4 years of FP&A or another quantitative/analytical finance role.
• Strong financial modeling and Excel skills.
• Solid grasp of financial statements; CPA not required.
• Detail-oriented with a knack for spotting inconsistencies.
• Clear communicator who can present findings to senior leadership.
• Bachelor's degree in finance, economics, or related field.

Responsibilities

• Prepare and maintain monthly and quarterly portfolio reporting packages.
• Track KPIs, monitor trends, and flag issues early.
• Build and maintain financial models: forecasts, budgets, scenario analyses.
• Partner with Heritage CFO and controllers to oversee close and reporting.
• Ensure clean, reliable financials across companies.
• Troubleshoot numbers; dig into data to find root causes.
• Turn raw data into insights and recommendations for leadership.

Skills

Financial modeling

Excel skills

Financial analysis

Attention to detail

Clear communicator

Education

Bachelor's degree in finance or economics

Tools

Excel

Job description

Heritage-Holding is seeking an FP&A Associate to help manage the financial performance of our portfolio companies. This hands-on role focuses on reporting, analysis, and modeling across the businesses we own, with close collaboration with senior leadership and controllers to keep financials clean and reporting sharp.

This position is ideal for someone a couple of years into a finance career who wants broad exposure across multiple companies and a direct line to senior decision-makers.