Senior FP&A Analyst — Growth PE-Backed, Hybrid

AccruePartners; Charlotte (NC); Hybrid; USD 80,000 - 140,000; Full time

Job summary

AccruePartners is seeking an experienced FP&A professional to join a lean in-house finance team in Concord, NC. You will develop and maintain financial models, forecasts, and budgets to support the company's five-year growth plan across multiple branches and markets.

You'll build branch- and market-level P&L reporting, analyze customer and field-service data, and create Power BI dashboards for leadership. This role offers visibility to the CFO, Controller, and PE sponsor and begins with a

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3+ years FP&A, financial analysis, or closely related experience.
• Strong budgeting, forecasting, financial modeling, and scenario analysis.
• Advanced Excel skills and comfort with large, complex operational datasets.
• Power BI or other BI/data visualization experience is highly valued.
• Experience in an ERP environment; NetSuite experience is a plus.
• Ability to communicate financial insights clearly to finance and non-finance leaders.
• Curious, data-oriented, and trainable, with a desire to understand the business behind the numbers.
• Experience in a private equity-backed, multi-location, subscription, or service-based business is a plus.
• Exposure to acquisition analysis, due diligence, or integration is valuable.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced, evolving environment.

Responsibilities

• Develop and maintain financial models, forecasts, and budgets supporting short-term operating plans and the five-year growth strategy.
• Prepare monthly performance reporting, including variance explanations and forward-looking estimates for the CFO and PE sponsor.
• Build branch- and market-level P&L reporting for a multi-state footprint.
• Pull and analyze customer, billing, and service data to track KPIs such as growth, retention, revenue per customer, and productivity.
• Develop and maintain Power BI dashboards for timely visibility into performance.
• Support annual planning and budgeting with branch and regional leaders.
• Perform scenario analysis and ROI modeling for new branches, market splits, and service expansions.
• Support acquisition analysis, due diligence, and post-close performance tracking.
• Assist with monthly QOE rollforwards and PE reporting.
• Conduct ad hoc analyses and translate data into actionable leadership recommendations.

Skills

Advanced Excel

Power BI

Financial modeling

Data analysis

ERP experience

Communication

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

NetSuite

Job description

AccruePartners is seeking an experienced FP&A professional to join a lean in-house finance team in Concord, NC. You will develop and maintain financial models, forecasts, and budgets to support the company's five-year growth plan across multiple branches and markets.

You'll build branch- and market-level P&L reporting, analyze customer and field-service data, and create Power BI dashboards for leadership. This role offers visibility to the CFO, Controller, and PE sponsor and begins with a