FP&A & Strategic Finance – Analyst

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

You own problems. You've spotted wasteful reporting processes and built solutions others adopted. You volunteer for complex financial analysis work that others avoid. You build financial tools because you see gaps, not because you were asked. You catch logical errors before they reach leadership and flag incomplete data under deadline pressure. You acknowledge what you don't know and ask clarifying questions. You credit colleagues by name for their contributions. You pushed back on a timeline because the work wasn't ready. You inherited a report and rewrote it to be clearer and faster.

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.

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

You own problems. You've spotted wasteful reporting processes and built solutions others adopted. You volunteer for complex financial analysis work that others avoid. You build financial tools because you see gaps, not because you were asked. You catch logical errors before they reach leadership and flag incomplete data under deadline pressure. You acknowledge what you don't know and ask clarifying questions. You credit colleagues by name for their contributions. You pushed back on a timeline because the work wasn't ready. You inherited a report and rewrote it to be clearer and faster.

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.