Orbit Frequency
Occasionally Found.
Typically appears in larger small businesses ($10M+ in revenue), especially those with private equity backing, complex operations, or active strategic planning. Often supports the CFO or Controller.
Mission Zones
Multi-location or Multi-entity Businesses
SaaS & Subscription Businesses
Manufacturing & Distribution
Private Equity Portfolio Companies
High-growth Consumer Brands
Daily Flight Plan
Build and update financial models (forecasts, budgets, scenarios)
Analyze performance trends and key metrics
Prepare monthly reporting packages for leadership or investors
Support pricing, margin, and investment decisions
Collaborate with accounting, ops, and sales to improve visibility
Dig into ad hoc questions: “What if?” “Why now?” “What’s changing?”
Core System Requirements
Advanced Excel/Google Sheets Wizardry
Experience with budgeting and forecasting
Strong understanding of financial statements and metrics
Analytical mindset with business acumen
Comfortable building reports and dashboards (Excel, Power BI, etc.)
Bonus: SQL, Python, or ERP/reporting tools
Mission Briefing
Title: Senior Financial Analyst
Reports To: CFO or Director of Finance
We’re looking for a sharp, curious Senior Financial Analyst to help us understand what’s really happening in the business—and what to do about it. You’ll provide insights, tools, and models that drive better decisions every day.
Duties
Own budgeting and forecasting models
Analyze monthly results and business trends
Support pricing, investment, and operational decisions
Build and maintain dashboards and reporting packages
Lead special projects for finance and executive teams
Requirements
4–7 years of experience in finance, FP&A, or accounting
Deep Excel and financial modeling experience
Strong analytical and storytelling ability
Familiarity with financial software and BI tools
Experience in [industry] or with PE-backed companies a plus
