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FP&A & Strategic Finance – Analyst

Role overview

Qualifications

  • 1 to 3 years in FPA, 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, Pamp;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

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)

About the company

Emergence Software logo

Emergence Software

Holding Companies

Emergence is a dedicated permanent equity partner backed by The Pritzker Organization

Company details

IndustryHolding Companies
Company size11 - 50

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Job description

Who We Are

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.

What You'll Do

  • 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.

What We're Looking For

Must-haves

  • 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.

Nice-to-haves

  • 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).

Who you are

● 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

What We Offer

  • Salary: $15,000 to $40,000 USD based on experience and location.

  • Full remote work across India and South Asia, Latin America.

  • Exposure to early-stage to growth-stage software businesses with direct impact on scaling financial discipline.

  • Opportunity to build repeatable processes and infrastructure used across the portfolio.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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