Financial Analyst for M&A-Ready Financials & Projections (Long-Term Work)

We work with business owners who believe the best companies aren’t sold — they’re bought. And the companies that get bought at a premium all have one thing in common: Airtight, defensible financials that tell a compelling story. We’re looking for a world-class Financial Analyst who can create those financial narratives with precision and conviction. What You’ll Do You’ll become a strategic extension of our M&A advisory team. Your work will be used directly in: Buyer conversations Exit planning strategies Valuation modeling Performance tracking CEO decision-making Your responsibilities will include: Recasting and restructuring messy financials into clear, GAAP-aligned statements Building realistic forward-looking projections Identifying red flags, inconsistencies, add-backs, and risk factors Creating KPI dashboards and cohort analyses that align to how buyers price deals Supporting valuations (DCF, comps, multiples, CAC:LTV, churn curves, etc.) Translating financial realities into insight CEOs can act on If you’ve worked in M&A, FP&A, underwriting, private equity, or founder-side analytics, you’ll feel at home here. Who You Are We want someone who thinks, not someone who just fills in formulas. You’re a match if: You’ve built models used in real buyer or investor negotiations You can challenge assumptions when the numbers don’t support them You’re comfortable asking hard questions and pushing back respectfully You can break down complexity in a way CEOs can actually understand You’re meticulous, fast, and allergic to “good enough” You understand how buyers interpret risk, margin, and cash flow stability Bonus experience: SaaS, home services, real estate, or recurring-revenue businesses. Why Work With Us We treat analysts like strategic operators, not number-crunching labor. You’ll enjoy: High-impact work that changes how CEOs prepare for exits Fast-moving projects Long-term recurring assignments A team that values clarity, honesty, and analytical rigor A founder-led environment that rewards excellence and initiative If you’re exceptional, we’ll keep you busy. How to Apply (Read Carefully !!!!) To be considered, include ALL of the following. Applications missing any section are discarded automatically. 1. A brief note describing the toughest financial model you’ve built Tell us: What made it complex What assumptions you had to challenge What the outcome was We want to see how you think — not how pretty your spreadsheets look. 2. A sample of your work Sanitized is fine. We just need to see your analytical depth. 3. Your availability and preferred work cadence Hourly? Weekly retainer? Project-based? We score every applicant across 5 dimensions: 1. Analytical Rigor (0–5 pts) Can you explain assumptions clearly, justify them, and tie them to business reality? 2. M&A Literacy (0–5 pts) Do you understand: Add-backs Working capital normalization Revenue quality Buyer-side diligence logic Risk-adjusted cash flow If not, this won’t be a fit. 3. Quality of Work Samples (0–5 pts) Do your models show clarity, depth, and defensibility? 4. Communication & Judgment (0–5 pts) Can you distill complexity into plain language without losing nuance? 5. Ownership & Initiative (0–5 pts) Do you act like a partner — or a task-taker? If you’re someone who can turn numbers into clarity — and clarity into value — we want you. Apply tot his job Apply To this Job