Senior FP&A Analyst - Private Equity

Financial Additions has partnered with a top-notch client in Fort Worth seeking a Senior FP&A Analyst. The ideal candidate would have experience in the following areas:

This role typically operates at the intersection of financial planning and investor-facing functions. The work often supports executive leadership, investor relations, and treasury in managing the financial performance of the company.

Here are common responsibilities:

Earnings Guidance & Forecasting – They help develop, refine, and model financial forecasts that inform quarterly earnings guidance issued to shareholders and the market.

SEC Filing Support – While not directly responsible for preparing filings, they may contribute data and analysis for 10-Qs, 10-Ks, 8-Ks, and earnings releases, especially the MD&A (Management Discussion and Analysis) section.

Capital Markets Analysis – Analyzing market trends, peer performance, and investor sentiment to inform strategic decisions around stock repurchases, equity offerings, or debt issuance.

Investor Relations Support – Working closely with IR to build analyst decks, investor presentations, and FAQs for earnings calls, roadshows, or shareholder meetings.

Valuation Modeling – Running DCF, comparable company, and precedent transaction analyses to understand and explain changes in valuation drivers and align internal forecasts with market expectations.

Equity Compensation Modeling – Supporting accounting and HR in forecasting dilution impacts from RSUs, stock options, and ESPPs, and modeling their effects on EPS.

Scenario Planning for Strategic Decisions – Modeling financial impacts of M&A, divestitures, or capital structure changes, considering their implications for credit ratings and shareholder value.

This role requires a solid grasp of capital markets, financial modeling, and often collaboration with treasury, accounting, and investor relations to ensure that company messaging aligns with financial realities and market expectations.