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Financial Analyst
Job
CARDS Holdings, Inc.
Mobile, AL (In Person)
Full-Time
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Job Description
Financial Analyst CARDS Holdings, Inc. - 2.5 Mobile, AL Job Details Full-time 1 hour ago Qualifications Dynamic financial modeling Full Job Description About the Role We are seeking a highly analytical and driven Financial Analyst (FP&A) to support financial planning, strategic analysis, and performance management across the organization. This role is ideal for candidates who thrive in a fast-paced, entrepreneurial environment—particularly those with experience in private equity or PE-backed companies who understand the demands of high-growth, operationally intensive businesses. You will play a key role in building financial models, analyzing performance, supporting acquisitions, and delivering actionable insights to business leaders. Key Responsibilities Financial Planning & Analysis Build, maintain, and enhance dynamic financial models to support forecasting, budgeting, and strategic decision-making Develop and present pro forma models for various business scenarios and investment opportunities Lead monthly variance analysis (Actual vs. Budget, Prior Month, Forecast) and communicate key insights Business Performance & Reporting Analyze and report underperforming accounts across all lines of business, providing actionable recommendations Compile and deliver weekly company New Net Business (NNB) reports Monitor and evaluate performance of new acquisitions against Quality of Earnings (QoE) expectations Strategic & Ad Hoc Analysis Conduct detailed business case and scenario analyses for regional and operational teams Support leadership with data-driven insights on strategic initiatives and operational improvements Dashboards & Data Management Build and maintain Power BI dashboards to track KPIs and financial performance Ensure accuracy and consistency of financial and operational reporting Operational Finance Support Track and submit Performance Indicators (PIs) in coordination with field teams and billing Partner with Area Sales Managers (ASMs) to manage KPI tracking, budgeting inputs, and reporting Support the annual budget process, including PI planning and ongoing tracking throughout the year Qualifications 1-3 years of experience in FP&A, investment banking, consulting, or related field Experience in a private equity or PE-backed environment strongly preferred Strong financial modeling and analytical skills Proficiency in Power BI (dashboard creation and reporting) Working knowledge of SQL or other data querying tools is a plus Advanced Excel skills (financial modeling, forecasting, scenario analysis) Proven ability to manage multiple priorities in a fast-paced, high-growth environment Key Traits for Success Strong attention to detail and ownership mindset Comfortable with ambiguity and "startup grind" environments Highly collaborative with ability to influence cross-functional teams Strong communication skills with ability to present financial insights clearly Why Join Us High-impact role with exposure to senior leadership and strategic initiatives Opportunity to grow within a fast-scaling, PE-backed environment Competitive compensation and strong career development potential