Strategic FP&A Analyst — M&A, Forecasting & Growth

SMB Team; Washington (District of Columbia); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Partial medical coverage for you and a

WFH or office flexibility

Education budget for courses/events

401(k) with 3% match

Flexible vacation time

Company retreats

Job summary

SMB Team is seeking an FP&A Analyst to drive data-informed decisions across a fast-paced, multi-unit business. You will build unit-level financial models, partner with leaders, and support forecasting, including M&A evaluation and post-close integration.

Ideal candidates bring advanced Excel skills and a curiosity to turn numbers into action, with prior exposure to deal work and private equity. Work arrangements include WFH or in-office options.

Qualifications

• 5+ years of FP&A or similar analytical role.
• Experience with M&A and/or private equity deal work.
• Advanced Excel and financial modeling skills.

Responsibilities

• Build unit-level financial models for new locations and unit economics.
• Support budgeting, forecasts and long-range planning.
• Partner with leaders to validate assumptions and improve forecast accuracy.
• Prepare monthly reporting packages and KPI dashboards.

Skills

Excel

Financial modeling

M&A experience

Private equity exposure

SQL

BI tools

Communication skills

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business Analytics, or a related field

MBA or CFA a plus

Tools

AI Modeling

BI tools

Job description

SMB Team is seeking an FP&A Analyst to drive data-informed decisions across a fast-paced, multi-unit business. You will build unit-level financial models, partner with leaders, and support forecasting, including M&A evaluation and post-close integration.

Ideal candidates bring advanced Excel skills and a curiosity to turn numbers into action, with prior exposure to deal work and private equity. Work arrangements include WFH or in-office options.