Linked Accounting

1 job near Columbus, OH

Competitive + Benefits About the Linked Accounting Alliance The Linked Accounting Alliance is a unified accounting and advisory enterprise built on a holding company structure. Member firms have ...

FP&A Analyst

Linked Accounting

Kaysville, UT โ€ข Remote

Full-time

Posted 23 days ago


Job description

Salary: DOE

FP&A Analyst Fractional & Alliance Finance

Location:

Flexible / Remote-Friendly

Employment:

Full-Time

Experience:

36 Years

Reports To:

Head of CFO Advisory

Compensation:

Competitive + Benefits

About the Linked Accounting Alliance

The Linked Accounting Alliance is a unified accounting and advisory enterprise built on a holding company structure. Member firms have contributed their equity into a shared back-end organization, creating a single integrated firm with the depth and resources of a large practice while each member firm retains its own client-facing brand and market identity.

This model allows the Alliance to deploy specialized talent, centralized infrastructure, and shared financial systems across the network, while preserving the trusted relationships and local presence each member firm has cultivated. The result is a platform uniquely positioned to serve both its member firms and their clients at a level that neither could achieve independently.

The Role

This is a unique, high-impact position that sits at the intersection of internal Alliance finance and client-facing fractional FP&A. Approximately 20% of your time will be dedicated to internal responsibilities supporting the financial operations of the Alliance holding company and its member firms. The remaining 80% will be deployed as a fractional FP&A resource serving the clients of Alliance member firms.

Client engagements range from ongoing fractional finance support to discrete project-based work including helping businesses build their FP&A function from the ground up, implement planning software, or work through a specific strategic or operational decision. You will work directly with business owners, CEOs, and leadership teams across professional services, manufacturing, distribution, and other industries. No two weeks will look alike.

Internal Alliance Responsibilities (~20%)

Firm-Level & Consolidated Forecasting

  • Develop and maintain rolling financial forecasts for each member firm within the Alliance
  • Prepare consolidated Alliance-wide financial forecasts, identifying trends and variances across the network
  • Build and refine forecast models to support strategic planning, partner distributions, and Alliance investments

Treasury & Cash Management

  • Produce short- and medium-term cash flow forecasts for the Alliance and member firms
  • Monitor liquidity positions and flag risks or opportunities to Alliance leadership
  • Support treasury reporting, including bank covenant compliance and working capital analysis

Alliance Reporting & Analytics

  • Prepare monthly and quarterly financial packages for Alliance leadership
  • Analyze firm-level performance against plan; surface key insights and recommendations
  • Assist with budgeting cycles, scenario modeling, and ad hoc financial analysis

Fractional FP&A Client Engagements (~80%)

Client engagements take two forms: ongoing fractional support, where you serve as an embedded part-time finance resource for a client business; and project-based engagements, where you are brought in to solve a specific problem or deliver a defined outcome. Both require the ability to move quickly, communicate clearly, and add value with limited ramp-up time.

Ongoing Fractional Support

  • Build and maintain 3-statement financial models, rolling forecasts, and annual operating budgets
  • Develop cash flow forecasts and assist clients in managing working capital and liquidity
  • Design and deliver monthly financial reporting packages with KPI dashboards and variance analysis
  • Identify financial risks and opportunities; present findings and recommendations to business owners and leadership
  • Partner with client accounting teams to bridge the gap between historical reporting and forward-looking finance

Project-Based Engagements

  • Help clients establish their FP&A function from scratch defining processes, reporting cadences, and financial infrastructure
  • Evaluate, implement, and onboard FP&A and financial planning software (e.g., Jirav, Mosaic, Fathom, Planful)
  • Support one-time executive planning and decision-making: strategic planning cycles, board presentations, capital allocation analysis
  • Provide financial modeling for discrete decisions pricing strategy, market expansion, acquisition diligence, or restructuring scenarios
  • Assess a client's current finance function maturity and develop a prioritized improvement roadmap

Client Relationship Management

  • Manage a portfolio of concurrent engagements across both ongoing and project-based clients
  • Communicate clearly and confidently with business owners, CEOs, and non-finance stakeholders
  • Collaborate with Alliance member firm partners to ensure seamless client delivery and engagement continuity
  • Adapt deliverables, depth, and communication style to match the maturity and context of each client

Qualifications

Required

  • 36 years of experience in FP&A, corporate finance, management consulting, or public accounting
  • Strong financial modeling skills in Excel; experience building 3-statement and cash flow models from scratch
  • Comfortable managing multiple engagements or priorities simultaneously
  • Excellent written and verbal communication skills; ability to translate financial data into actionable business insight
  • High degree of intellectual curiosity, self-direction, and professional maturity

Preferred

  • Experience in a fractional, consulting, or multi-client finance role
  • Exposure to small and mid-market businesses across diverse industries
  • Familiarity with accounting software such as QuickBooks, Xero, NetSuite, or Sage Intacct
  • Proficiency with FP&A or BI platforms (Jirav, Mosaic, Fathom, Power BI, Tableau, etc.)
  • CPA, CFA, or MBA is a plus but not required

Why Join the Linked Accounting Alliance?

  • Broad exposure: work across multiple businesses, industries, and financial challenges no two engagements are the same
  • Meaningful impact: deliver CFO-level insights to businesses that may not otherwise have access to them
  • Collaborative network: work alongside experienced accounting and advisory professionals across Alliance member firms
  • Growth trajectory: as the Alliance grows, so does this role there is significant upside for the right candidate
  • Flexibility: remote-friendly structure with autonomy to manage your own time and client portfolio


Note for applicant: Please note that our company is unable to provide employment visa sponsorship now or in the future for this position. Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future sponsorship.