Strategic Financial Analyst — FP&A & M&A

Archwell Capital; Conshohocken (Montgomery County); On-site; USD 90,000 - 130,000; Full time

Job summary

Archwell Capital is seeking a Senior Financial Analyst to support financial planning, forecasting, reporting, and strategic finance across Archwell Capital and its portfolio companies. You will work closely with senior finance leadership to develop insights for executive decision-making.

The role emphasizes budgeting, financial modeling, scenario analyses, KPI development, and preparing executive-ready materials for leadership reviews.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related discipline.
• 2+ years of FP&A, corporate finance, or equivalent experience.
• Experience developing financial models and conducting detailed financial analysis.
• Experience with financial planning and analysis, transaction work, or corporate finance preferred.

Responsibilities

• Support annual budgeting, periodic forecasting, and long-range planning.
• Build and maintain financial models for forecasts, acquisitions, investments, and financings.
• Support income statement, balance sheet, and cash flow forecasting and analysis.
• Prepare monthly financial reporting, variance analyses, and management reporting.
• Analyze results to identify trends, drivers, risks, and opportunities.
• Develop and monitor KPIs, dashboards, and recurring reports.
• Assist with due diligence and evaluation of strategic opportunities.
• Prepare materials for debt and equity financing decisions.

Skills

Financial modeling

Analytical skills

Excel proficiency

Financial statements

FP&A

M&A exposure

Communication skills

Ownership

Time management

Attention to detail

Education

Bachelor’s degree in Finance/Accounting

Tools

ERP systems

Power BI

Job description

Archwell Capital is seeking a Senior Financial Analyst to support financial planning, forecasting, reporting, and strategic finance across Archwell Capital and its portfolio companies. You will work closely with senior finance leadership to develop insights for executive decision-making.

The role emphasizes budgeting, financial modeling, scenario analyses, KPI development, and preparing executive-ready materials for leadership reviews.