CFA FP&A Financial Analyst

ASC (American Screening Corp) is building a finance function that turns financial and operating data into decisions. In this role, you’ll help design a financial planning and performance rhythm that supports faster, more disciplined leadership choices and creates measurable enterprise value.

On-site in Shreveport, LA, this opportunity is for a CFA Charterholder or active CFA candidate FP&A Financial Analyst who can combine budgeting discipline with investor-grade analytics and executive-ready storytelling.

Responsibilities

• Own and continuously improve annual budgets, monthly forecasts, rolling 13-week cash-flow forecasts, and rolling 12–24 month forecasts
• Continuously refine three-statement models including P&L forecasting, balance-sheet forecasting, and cash-flow forecasting
• Lead department budget, business-unit forecast, headcount planning, and capital expenditure planning
• Build reporting comparable to what a sophisticated PE sponsor would expect from a portfolio company
• Analyze performance drivers across revenue, gross profit, gross margin, contribution margin, EBITDA, adjusted EBITDA, operating expenses, working capital, and free cash flow, including cash conversion, customer profitability, product profitability, and business-unit profitability
• Track and interpret metrics tied to liquidity and collections: A/R aging, A/P, inventory, debt obligations, and vendor payment timing
• Produce Actual vs. Budget vs. Forecast vs. Prior Period reporting, and identify the operational causes of variances
• Develop an executive financial dashboard covering revenue, gross margin, EBITDA, cash, debt, working capital, A/R aging, A/P, inventory, sales pipeline, bookings, customer concentration, forecast accuracy, business-unit performance, product profitability, and capital requirements
• Create detailed profitability models across areas including Drug testing, Background checks, Employment screening, Telehealth, Healthcare services, 503A/B2B operations, Technology products, Fulfillment and logistics, and New ventures
• When data permits, determine true profitability by customer, product, channel, sales representative, and business unit
• Partner directly with executive leadership on decisions involving pricing, margin improvement, cost reduction, hiring, sales compensation, capital allocation, new product launches, new markets, and vendor negotiations, including make-vs.-buy analysis and acquisition opportunities
• Build institutional-quality models for acquisitions and investments, including DCF, Comparable-company analysis, Precedent transactions, and LBO analysis, plus debt schedules, accretion/dilution where applicable, IRR, MOIC, NPV, and sensitivity/scenario analysis including downside cases
• Support financial due diligence and post-acquisition integration analysis
• Develop rigorous 13-week cash forecasting and working-capital analysis including DSO, DPO, inventory turns, cash conversion cycle, debt-service requirements, credit exposure, and collections assumptions
• Identify opportunities to release trapped working capital and improve liquidity
• Help prepare professional financial packages for CEO, executive leadership, board members, banks/lenders, investors, private equity firms, and potential capital partners
• Translate analysis into management action and help leadership understand where money is being made or lost, why it is happening, and what happens next

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related discipline
• 5+ years of relevant financial analysis, FP&A, investment banking, private equity, transaction advisory, or strategic finance experience
• Advanced financial modeling capabilities
• Advanced Excel skills
• Strong understanding of GAAP financial statements
• Strong understanding of cash flow and working capital
• Ability to analyze large datasets
• Excellent written and verbal communication
• Ability to present financial conclusions to senior executives

Technologies

• Excel
• NetSuite
• QuickBooks
• HubSpot
• Shopify
• Power BI
• Tableau
• SQL
• Modern financial-planning platforms

Highly Preferred

• CFA Charterholder or active CFA candidate
• MBA or Master’s degree in Finance, Accounting, Economics, or related field
• Private equity portfolio-company experience
• Investment banking experience
• Transaction advisory experience
• Healthcare experience
• Multi-entity company experience
• High-growth company experience
• M&A modeling experience
• Debt and capital-structure experience

First-Year Success Metrics

• Forecast accuracy
• Cash-flow visibility
• EBITDA improvement opportunities identified
• Gross-margin improvement
• Working-capital improvement
• Quality and timeliness of management reporting
• Business-unit profitability visibility
• Financial model accuracy
• Quality of CEO/board reporting
• Capital-allocation recommendations
• Speed of identifying financial risks
• Ability to translate analysis into management action