About the role
FP&A Associate
Role Overview
Heritage-Holding is hiring an FP&A Associate to help manage the financial performance of our portfolio companies. This is a hands-on role centered on reporting, analysis, and modeling across the businesses we own. You'll partner closely with senior leadership and with the controllers at each company to make sure our financials are clean, our reporting is sharp, and leadership always has a clear picture of how each business is performing.
This is an ideal role for someone a couple of years into a finance career who wants broad exposure across multiple companies and a direct line to senior decision-makers.
Key Responsibilities
- Prepare and maintain financial reporting across the portfolio — monthly and quarterly reporting packages that show how each company and the overall portfolio is performing.
- Track key performance indicators (KPIs) for each business, monitor trends, and flag issues early.
- Build and maintain financial models for Heritage — forecasts, budgets, and scenario ("what-if") analyses that support decision-making.
- Partner with Heritage CFO and the team to help oversee company controllers, supporting timely, accurate financial close and reporting.
- Ensure clean, reliable financials — reviewing numbers for accuracy and consistency across companies.
- Troubleshoot when numbers look off: dig into the data, find the root cause, and help resolve it.
- Turn raw financial data into clear insights and recommendations for leadership.
Qualifications
- Roughly 2–4 years of relevant experience in FP&A or another quantitative/analytical finance role (financial analyst, investment/corporate finance, consulting, etc.).
- Strong financial modeling and Excel skills; comfort building and maintaining models from scratch.
- Solid grasp of financial statements and how the numbers connect — you do not need to be a CPA or accountant.
- Sharp attention to detail and a knack for spotting when something doesn't add up.
- Clear communicator who can present findings simply to senior leadership.
- Comfortable juggling multiple companies and priorities at once; self-directed and organized.
- Bachelor's degree in finance, economics, or another quantitative field; strong academic record.