Portfolio FP&A Analyst: Modeling & Reporting

Heritage Holding; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Heritage-Holding is seeking an FP&A Associate to drive the financial performance of its portfolio companies. This hands-on role covers reporting, analysis, and modeling, collaborating with senior leadership and company controllers to maintain clean financials and sharp reporting.

The role targets someone with a couple of years in finance who wants broad exposure across multiple companies and direct access to senior decision-makers.

Qualifications

• 2–4 years of FP&A or related quantitative finance experience
• Strong financial modeling and Excel skills; ability to build/maintain models from scratch
• Solid grasp of financial statements and how numbers connect
• Sharp attention to detail and accuracy
• Clear communicator able to present findings to senior leadership
• Comfortable juggling multiple companies and priorities; self-directed
• Bachelor's degree in finance, economics, or quantitative field with strong academic record

Responsibilities

• Prepare and maintain financial reporting across the portfolio — monthly and quarterly packages.
• Track KPIs for each business, monitor trends, and flag issues early.
• Build and maintain financial models for forecasts, budgets, and scenario analyses.
• Partner with Heritage CFO and controllers to oversee timely, accurate close and reporting.
• Ensure clean, reliable financials with consistent numbers across companies.
• Troubleshoot data issues, identify root causes, and help resolve them.
• Turn raw financial data into clear insights and recommendations for leadership.

Skills

Financial modeling

Excel

Data analysis

Communication

Attention to detail

Education

Bachelor's degree in finance, economics, or related quantitative field

Tools

Excel

Job description

Heritage-Holding is seeking an FP&A Associate to drive the financial performance of its portfolio companies. This hands-on role covers reporting, analysis, and modeling, collaborating with senior leadership and company controllers to maintain clean financials and sharp reporting.

The role targets someone with a couple of years in finance who wants broad exposure across multiple companies and direct access to senior decision-makers.