Strategic Finance and FP&A Associate

Embarc Advisors; Irvine (CA); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with employer contribution

Medical, dental, and vision coverage

Unlimited vacation

Team offsites

Job summary

Embarc Advisors is seeking a Strategic Finance and FP&A Associate to partner with startups, SMBs, and mid-market firms, delivering monthly, quarterly, and annual financial models, reporting packages, and cash flow analyses. You will work primarily in Excel and contribute to growth initiatives across diverse industries.

You will be mentored by former CFOs and exposed to high-impact projects such as Series A/B planning, Pre-IPO readiness, and KPI development, all within a fully remote environment.

Qualifications

• Bachelor's degree in finance or accounting.
• 3+ years of related financial experience (public and/or PE experience is a plus).
• Strong Excel skills and ability to build complex financial models.
• Excellent interpersonal, oral, and written communication skills.

Responsibilities

• Assist in producing key reporting packages monthly, quarterly, and annual.
• Support ongoing cash flow and cash management duties.
• Collaborate with cross-functional teams to drive strategic projects.
• Assist with Top-Down and Bottom-Up forecasting and growth plans.
• Establish and track KPIs and report to executives/investors.

Skills

P&L management

Budgeting

Forecasting

Excel

Communication

Cross-functional collaboration

Data analysis

Project management

Remote work adaptability

Education

Bachelor's degree in finance or accounting

Tools

Excel

Job description

Come join our top tier group of financial experts in building a disruptive corporate finance advisory firm focused on changing how corporate finance advisory services are provided.

Role Overview

Job Type: Full time

Position Location: Remote (applicants residing in Pacific or Mountain time zones are preferred)

As a client-facing Strategic Finance and FP&A Associate at Embarc Advisors, you will partner with startups, SMB's, and middle-market firms and provide them with monthly, quarterly, and annual financial models, reporting packages, cash flow analyses and comprehensive support on a variety of other strategic finance initiatives. You will spend much of your time in Excel and will dive deeply into financial data and relevant trends to gain insights that will allow you to build stories for the periods under review.

While undertaking your work, you will gain exposure to a wide variety of clients and industries, while being mentored by prior CFO's who will empower you to take on exciting challenges that expand and diversify your skillset.

If you are ready to join a high performing team that will value your contributions and help you elevate your career,

Detailed Responsibilities

• Assists in the production of key reporting packages for client management on a monthly, quarterly, and annual basis in accordance with deadlines and/or statutory requirements.
• Supports the preparation of ongoing cash flow and cash management duties.
• Collaborates with cross functional teams (either within Embarc or within client departments) to drive company-wide strategic projects and process improvements.
• Assists with Top-Down and Bottom-Up forecasting and develops growth plans for specified timeframes.
• Establishes and tracks key performance indicators (KPIs), and analyzes and reports to Executives and other company leaders / investors to drive accountability for results.
• Develops client materials in support of key financial initiatives including Series A, Series B, Pre-IPO, etc.
• Other duties as assigned.

Qualifications

We are looking to hire a financial planning and analysis enthusiast who has a bachelor's degree in finance or accounting, and 3+ years of related financial experience (public and/or PE company experience is a plus!).

The ideal candidate will have:

• Experience with P&L management, budgeting, forecasting, and analysis.
• Superior Excel skills; can build complex spreadsheets, especially for purposes of conducting financial modeling.
• Exceptional interpersonal, oral, and written communication skills, with an ability to present complex issues in a concise, clear, and actionable manner.
• Ability to work collaboratively to drive cross-functional execution on business goals.
• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.
• Ability to handle multiple client engagements simultaneously.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Strong problem solving and project management skills.
• Ability to maintain quality of execution throughout aggressive deadlines, changing priorities, and evolving operations, as common to fast-paced start-up environments.
• Comfortability with a remote work environment; ability to work autonomously and collaborate virtually.

Why Join the Embarc Team?

Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types - strategic CFO advisory, capital raise, and M&A. Our clients are spread across a sundry of industries - technology, media, CPG, business services, consumer goods, industrial, PE/VC, etc.

We offer:

• The agility and influence of a fast-growing firm where your contributions shape the business
• The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance
• A high-performance, collaborative team of professionals from backgrounds in investment banking, private equity, consulting, FP&A, and more
• The flexibility to grow at your own pace, whether that means leaning into leadership, deepening your technical expertise, or exploring new service lines
• Frontline exposure to scaling companies without having to bet your career on a single startup
• A strong culture of trust, ownership, and continuous learning
• A path to shared success, with opportunities to participate in the upside
• A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective

Our benefits include:

• 401(k) with a 3% employer contribution after one year
• Comprehensive medical, dental, and vision coverage
• Unlimited vacation time and paid sick leave
• Team offsites to connect, recharge, and grow together

At Embarc, you won't just build your resume, you'll build a fulfilling career with people who are as committed to excellence as they are to each other.