Financial Planning 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 or accounting software.

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.