FPA and M&A Associate

About Us:

Profitability Partners is a distinguished fractional CFO business based in Tampa, Florida, specializing in delivering financial expertise to small and medium-sized home services businesses looking to exit. We are on the lookout for an experienced individual with a comprehensive background in M&A, FP&A and accounting. This remote, full-time opportunity is ideal for an overseas professional eager to take on a central role in our expansion, with opportunity to grow within the business.

Key Responsibilities:

Financial Modelling

• Build and construct three-statement, driver-based models, budgets, and 13-week cash flow forecasts.

• Run scenario/sensitivity analyses for pricing, hiring, capex, and capital allocation.

• Business Valuation Familiarity

Lead Exit-Readiness & M&A Support

• Prepare diligence-ready financials: EBITDA bridges, normalization adjustments, and working capital analyses.

• Assemble and maintain data rooms; create CIM/board-ready exhibits and KPI schedules.

Own Monthly Reporting & Board Materials

• Produce detailed financial reporting of PNL, Balance Sheet and Cash Flow Statement.

• Build concise board style decks in PowerPoint with trends, bridges, and forward views.

• Deliver flash reports for founders and investors.

Instrument & Analyze KPIs

• Define the metric architecture (definitions, calculations, owners, cadence).

• Build Excel-based dashboards for unit economics, marketing spend, etc

• Translate operational data into financial impact.

Please Note: M&A experience (FDD/Transaction advisory, investment banking or other M&A experience is required). We will also consider those with FP&A experience.

Book keeping and full cycle accounting experience as well as Quickbooks familiarity is a strong plus.

This role will be full time and the expectation is that the role is your primary focus with no contracting/other roles done on the side.

Please do not apply if this profile does not suite your experience or desired work arrangement.

Qualifications:

Bachelor's degree in Accounting or Finance; Master's degree or MBA preferred.

CPA certification is required.

At least 5 years of M&A and FP&A related experience

Audit experience, bookkeeping, full cycle accounting and Quickbooks experience is also preferred

Experience with accounting software (e.g., QuickBooks, NetSuite, Wave).

Experience as an FP&A analyst or manager and familiarity working with financial models and forward-looking projections

C1 level or higher proficiency in English.

Strong analytical, problem-solving, and organizational skills.

Excellent communication skills, both written and verbal.

A strong sense of ethics, confidentiality, and professionalism.

• Ability to work independently, prioritize effectively, and meet deadlines.