FP&A & Strategic Finance - Analyst
External
Emergence Software · WorldwidePrepare for this interview
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About the role
We're a thematic holding company backed by the Pritzker Organization focused exclusively on acquiring and scaling category-defining software businesses. Our structure organizes investments into focused portfolios that function as specialized operating groups, each developing deep domain expertise, proven operational playbooks and long-term partnerships with founders and management teams. We combine operational rigor with a growth equity mindset - partnering closely with leadership teams to drive sustainable ARR growth, profitability improvements and industry-leading customer outcomes. The Mission Build financial infrastructure across portfolio companies so founders and leaders forecast accurately and make decisions with confidence.
Responsibilities
- Build detailed operating models (revenue, retention, pricing, headcount, cash flow) that become the single source of truth for portfolio companies.
- Design standardized financial reporting packages, KPI dashboards, and budget-versus-actuals frameworks for month-on-month performance analysis.
- Own quarterly forecasting cadence: collect inputs, reconcile actuals, stress-test assumptions, and present findings to executives and investors.
- Partner with accounting teams to diagnose and fix data quality issues at the root (chart of accounts, revenue recognition, timing gaps).
- Identify and repair logical gaps, circular references, and broken assumptions in inherited models and data pipelines.
- Conduct ad-hoc financial analysis on unit economics, pricing, hiring ROI, and cash runway with clear recommendations.
Requirements
- 1 to 3 years in FP&A, Strategic Finance, Investment Banking, Private Equity, or highly analytical corporate finance roles.
- Advanced Excel or Google Sheets proficiency: build models from scratch, link worksheets, create dynamic assumptions, stress-test scenarios.
- Solid accounting and finance fundamentals: understand accrual vs. cash, P&L and balance sheet structure, working capital, revenue recognition.
- Ability to overlap meaningfully with U.S. time zones (EST/CST) for weekly meetings and ad-hoc collaboration.
- Experience with SQL, Python, Looker, or Tableau for automating data pulls and building dashboards.
- Prior exposure to SaaS metrics (MRR, ARR, CAC, LTV, churn, net retention) or B2B unit economics.
- Familiarity with ERP systems (NetSuite, Sage Intacct) or accounting software (QuickBooks).
- Take pride in accuracy and consistency, even on the unglamorous stuff
- Catch issues early and fix them without needing a lot of airtime
- Ask sharp questions and then go do the work to answer them
- Communicate clearly in English, both in writing and live, because you will work with
- U.S.-based executives and investors
- Stay calm when priorities shift, and still deliver something clean
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