Job Description

Job Title: FP&A Senior Analyst

Location: Raleigh, NC

Industry: Restaurant / Private Equity

Compensation: $80,000-$90,000 base + 20% bonus

We are partnered with a uniquely positioned operational investment firm focused on the lower middle market, with a strong emphasis on the restaurant industry. With over $100 million in assets under management and a second fund launching this year expected to double in size the firm is poised for significant growth.

Role Overview

We are seeking a Senior Analyst, FP&A to join the team in Raleigh, NC. This role will play a critical part in supporting financial planning, forecasting, and performance analysis across our portfolio companies. The ideal candidate will bring strong analytical skills, a passion for the restaurant or consumer space, and a desire to work in a fast-paced, entrepreneurial environment.

Key Responsibilities

Develop and maintain financial models for portfolio companies and fund-level reporting

Support budgeting, forecasting, and variance analysis processes

Analyze financial and operational performance to identify trends and opportunities

Partner with operating teams to drive strategic initiatives and improve financial outcomes

Assist in due diligence and onboarding of new investments

Prepare presentations and reports for internal and external stakeholders

Qualifications

1-2 years of experience in FP&A, corporate finance, or investment analysis

Strong Excel and financial modeling skills

Experience in the restaurant, retail, or consumer sectors is a plus

Ability to thrive in a collaborative, fast-moving environment

Excellent communication and presentation skills

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