FP&A Analyst
SMB Team
| Company | SMB Team |
| Category | Finance |
| Location | United States |
| Remote | Remote |
| Employment | Full-time |
| Level | Entry |
| Salary | Not stated by the employer |
| Posted | 4 Aug 2026 |
| Last verified | 4 Aug 2026 |
| Source | Employer ATS (workable) |
Description
Our Finance team helps drive smart, data-informed decisions across a fast-paced, multi-unit business. We're looking for an analytical, curious, and highly collaborative FP&A Analyst who loves turning numbers into action. This role goes well beyond reporting: you'll build unit-level financial models, partner closely with leaders across the business to understand performance, and support both day-to-day forecasting and strategic initiatives — including M&A evaluation and post-close integration. The ideal candidate is exceptionally strong in Excel, energized by digging into data to answer "why," and brings prior exposure to deal work (M&A and/or private equity Financial Planning & Forecasting Support the annual budgeting process, monthly forecasts, long-range planning, and ad hoc financial planning activities. Build and maintain unit-level financial models — new location openings, unit economics, labor strategy, and pricing — to evaluate investments and operational initiatives. Partner with business leaders to develop assumptions, validate forecasts, and continuously improve forecast accuracy at the unit level. Monitor business performance and proactively identify financial risks and opportunities. Business Partnership Serve as a trusted finance partner to cross-functional leaders across the business. Translate financial results into clear, actionable business recommendations. Ask thoughtful questions, challenge assumptions, and help leaders make better decisions through data. Present analyses in a way that's clear and meaningful for both financial and non-financial audiences. Strategic Finance Support strategic investment activity: build deal models (accretion/dilution, returns/IRR analysis), assist with financial due diligence, and support post-merger integration and synergy tracking. Conduct competitive benchmark analysis and help establish financial performance targets for new and existing units. Analysis, Reporting & Process Improvement Prepare monthly reporting packages, KPI dashboards, variance analyses, and executive/Board presentations. Analyze sales, labor, cost of goods, operating expenses, and margins by unit to identify trends and explain performance. Build, maintain, and improve complex Excel models used across the organization; automate reporting wherever possible. Partner with Accounting during the month-end close to ensure results are accurate and aligned with the forecast.