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.