FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
About the role
- Senior FP&A Analyst joining a top 20 CPA firm. Responsible for financial integration and post-M&A analysis in a fast-paced environment.
Responsibilities
- Own financial integration workstreams for newly acquired businesses, including onboarding into Aprio’s FP&A cadence.
- Support post-merger forecasting, budgeting, and long-range planning for acquired businesses.
- Maintain and update post-close financial models, including performance vs. deal assumptions.
- Prepare and maintain recurring post-close reporting for acquired entities, including revenue, expenses, headcount, and profitability.
- Support leadership with timely, accurate financial insights during active integration periods.
- Support consolidated forecasts and reporting that incorporate both legacy and newly acquired entities.
- Perform variance analysis versus budget, forecast, and deal models, with a focus on actionable insights.
- Prepare standardized reporting packages for FP&A leadership, executive management, and shareholders.
- Ensure consistency of assumptions, methodologies, and reporting standards across the platform.
- Act as a reliable execution partner to FP&A leadership during peak reporting and planning cycles.
- Support strategic finance initiatives related to growth, profitability, and operational performance.
- Build and maintain Excel based financial models to support leadership decision-making, including scenario and sensitivity analysis.
- Assist with financial analysis for capital allocation, investment tradeoffs, and resource planning.
- Prepare analytical materials and presentation support for senior leadership, including CEO/CFO-level discussions.
- Contribute to ad hoc analysis tied to M&A activity, financing considerations, and firm-wide strategic initiatives.
- Support process improvement initiatives related to M&A integration, FP&A workflows, and reporting cadence.
- Help document integration playbooks, reporting templates, and analytical frameworks to improve scalability.
- Partner with FP&A leadership to improve data quality, accuracy, and timeliness across acquired entities.
- Identify opportunities to streamline reporting and reduce manual effort as the platform grows.
- Execute ad hoc financial analysis and special projects in support of FP&A leadership, Corporate Development, and senior management.
- Support preparation of materials for leadership reviews, board discussions, and sponsor-facing updates.
- Serve as a trusted analytical resource in high visibility, time sensitive situations.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 2–4 years of experience in investment banking, private equity, transaction services advisory, FP&A, or a related analytical role.
- Strong financial modeling and analytical skills with comfort working in complex, Excel heavy models.
- Experience in PEbacked, highgrowth, or M&A active environments strongly preferred.
- Proficiency in Excel and PowerPoint; experience with FP&A or reporting tools (e.g., Workday, Adaptive) is a plus but not required.
- Strong attention to detail and ability to manage multiple workstreams under tight deadlines.
- Clear communicator with the ability to work effectively across Finance, Accounting, and senior leadership.
- Proactive, self-directed, and comfortable operating in ambiguous, fastmoving environments.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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