Enhance and maintain reports, models, and data integrations within Adaptive Planning.
Support month-end reporting activities, including preparation of actuals, cost trend analysis, and variance analysis.
Collaborate across G&A functional teams to compile budgets, forecasts, and long-range plans.
Apogee Therapeutics, founded in 2022, is a clinical-stage biotechnology company. They are advancing novel biologics with potential for differentiated efficacy and dosing. Apogee is a fast-paced company committed to building an exceptional culture, founded on their C.O.R.E. values.
Analyze financial and operational performance, identify trends and risks.
Prepare and present monthly, quarterly, and annual financial reports.
Midi Health is dedicated to providing a virtual women’s healthcare platform. They are committed to providing high-quality healthcare and fostering a culture of innovation and inclusivity.
Strengthen the connection between Accounting and cross‑functional business partners.
Own routine monthly reporting and executive‑ready presentations.
Support ad hoc analysis that drives decision‑making across the business.
Wellbeam Consumer Health is creating the leading ecommerce-focused consumer wellness business, delivering value-added products that help people thrive. They are focused on dramatically accelerating existing brands as well as adding select, new digitally-native consumer wellness brands and is backed by American Pacific Group.
Prepare and analyze financial statements and valuation model building.
Support Business Development team with market assessments and analyze profitability of all organic growth.
Assist in the budget/forecast of organic growth sites.
Pediatrix Medical Group is a leading provider of specialized health care for women, babies, and children. They have grown from a single neonatology practice to a national, multispecialty medical group committed to providing high-quality, evidence-based care.
Maintain financial models, forecasts, and budgets.
Analyze financial performance and variances, providing actionable insights to support strategic planning.
Support the budgeting process, including the preparation of detailed, bottoms-up annual budgets and monthly forecasts.
Little Spoon is committed to providing modern parents with high-quality products and experiences. Being the #1 DTC baby and kids food brand in the US, it has delivered more than 60 million meals since 2017.
Drives critical results and trend analysis of financial and operational variances.
Analyzes monthly Profit & Loss (P&L) statements to identify trends and variances.
Cultivates strong relationships with business partners to identify key profit and growth trends.
Liberty Mutual strives to create a workplace where everyone feels valued and supported. They foster an inclusive environment with comprehensive benefits, workplace flexibility, and professional development opportunities.
Develop and maintain dynamic, driver-based financial models.
Partner with executive leadership to translate company strategy into actionable financial plans.
Implement and optimize financial planning tools and reporting automation.
Garner Health is transforming the healthcare economy, delivering high-quality and affordable care for all, fundamentally reimagining how healthcare works in the U.S. They are one of the fastest-growing healthcare technology companies in the country, trusted by the most sophisticated employers and providers in the industry.
Support rolling forecasts and monthly financial close materials.
Develop and maintain dashboards and reporting tools the broader team can leverage.
Own balance sheet account reconciliations.
Alta Vista, a Pine portfolio company, is looking for a driven and analytically minded Senior Financial Analyst to join their team. They seem to have a lean, entrepreneurial environment.
Develop and maintain financial models and KPI reporting, sharing insights about risks and opportunities.
Drive budgeting/forecasting cycles, working collaboratively with internal business partners and leadership.
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
LifeLabs Learning provides science-backed training for managers and teams, focusing on skills such as coaching, feedback, and inclusion. As a diverse team of experts, they help organizations build these skills into their culture and systems.
Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
Support executive decision-making with concise, well-structured financial narratives
Pine Services Group is a long-term holding company within Evergreen Services Group, focused on partnering with leading ERP and technology-enabled services businesses. They acquire and support strong companies, helping them grow while preserving the legacy, culture, and customer focus that made them successful.
Supporting the development and review of financial reports, dashboards, and presentations.
Assisting with monthly forecasting cycles, budget updates, and variance analysis.
Conducting research and financial modeling for strategic projects and investment decisions.
AWP Safety's FP&A Internship Program offers hands-on learning for early-career professionals aiming to build a future in Financial Planning & Analysis. Interns partner with finance leaders on projects supporting organizational performance, financial accuracy, and strategic decision-making.
Partner with senior business leaders to support strategic decision-making.
Lead the Commercial Lines division quarterly forecasting and planning process.
Lead management and Board of Directors (BOD) reporting.
CSAA Insurance Group (CSAA IG), a AAA insurer, is a leading personal lines property and casualty insurance group in the United States. With over 3,800 employees, they foster a collaborative and inclusive culture where employees' strengths can grow and ideas can drive real impact.
Own and drive the key components of the Annual Operating Plan (AOP) and rolling forecasts.
Lead the financial narrative for executive leadership, including preparation of materials and insights.
Lead, mentor, and develop a team of analysts and improve financial processes and models.
Trace3 provides technology solutions and consulting services to its clients. They empower IT executives and their organizations to achieve competitive advantage. The company has over 1,200 employees and has a startup culture with the advantage of a scalable business.
Lead and evolve the FP&A function in alignment with organizational priorities.
Partner closely with the CFO and executive team to deliver strategic financial insights.
Oversee budgeting, forecasting, and scenario planning processes.
MRO is a company that focuses on offering services related to information. They are dedicated to strengthening their FP&A organization and elevating capabilities to support company-wide decision-making.
Serve as a strategic thought partner, translating data into actionable insights.
Lead financial planning and modeling efforts, managing the budget.
Proactively identify risks and opportunities to optimize investments.
NerdWallet aims to bring clarity to all of life’s financial decisions. They've built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be unapologetically yourself. They invest in your well-being, development, and ability to make an impact.
Provides counsel in areas of controls/risk management and pricing.
Translates business strategy into financial targets and tactical plans.
Executes financial process improvements and recommends automation.
Altera provides leadership programmable solutions that are easy-to-use and deploy in applications from cloud to edge, offering limitless AI possibilities. They provide flexibility to accelerate innovation through FPGAs, CPLDs, Intellectual Property, development tools, System on Modules, SmartNICs and IPUs.
Own key components of the annual operating plan and long-range financial model.
Lead cash flow forecasting, including cash models and runway analysis.
Partner with Sales, Supply Chain, Marketing, and R&D leaders to manage budgets and evaluate financial performance.
Sound Agriculture is revolutionizing the way the world grows food with innovative technology and solutions, empowering farmers to maximize nutrient efficiency and reduce environmental impact. As a Series D startup, they're funded by leading investors and dedicated to transforming agriculture with a team-oriented culture.
Lead a regional team of Financial Analysts and Billing specialists to manage budgeting, forecasting, invoicing, and financial reporting.
Drive the development of annual budgets, oversee accurate invoice processing, and ensure strong financial governance through auditing and error prevention.
Analyze complex financial and operational data to support strategic decision-making and identify opportunities for continuous process improvement.
Securitas Security Services is a security company providing guarding services to clients. They are a dynamic and dedicated team that provides management and support for a $600M+ budget for a global guarding services account across 30+ countries.
Lead analysis across revenue, pricing, and margin performance, helping the business understand what’s driving results.
Support the NPD process, ensuring financial implications of innovation proposals are fully understood.
Work with the Demand Planning team to test assumptions and translate demand plans into financial outcomes.
Valeo Foods UK brings together a family of much-loved UK food brands supported by the scale and ambition of a global investment partner. They are on a journey of transformation, strengthening operations, driving quality and investing in their people.
Financial Modeling and Forecasting: build, improve, and own the company's three-statement financial model.
Budgeting & Planning: lead the annual budgeting and quarterly forecasting process, collaborating with department heads.
Key Metric Reporting: monitor and communicate key performance indicators to executives across the company.
Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. They hire people who want that level of responsibility and move fast.