Strategic Finance and FP&A Associate

Embarc Advisors is growing! Join our top-tier group of financial experts in building a disruptive corporate finance advisory firm focused on changing how corporate finance advisory services are provided.

About the role

As a client-facing Strategic Finance and FP&A Associate at Embarc Advisors, you will partner with startups, SMBs, and middle-market firms to provide monthly, quarterly, and annual financial models, reporting packages, cash flow analyses, and comprehensive support on a variety of strategic finance initiatives. You will spend much of your time in Excel, diving deeply into financial data and relevant trends to gain insights and build narratives for the periods under review. This role offers exposure to a wide variety of clients and industries, with mentorship from former CFOs who will empower you to tackle exciting challenges and expand your skillset.

Position Location: Remote (applicants residing in Pacific or Mountain time zones are preferred)

Responsibilities

• Assists in the production of key reporting packages for client management on a monthly, quarterly, and annual basis in accordance with deadlines and/or statutory requirements.
• Supports the preparation of ongoing cash flow and cash management duties.
• Collaborates with cross-functional teams (either within Embarc or within client departments) to drive company-wide strategic projects and process improvements.
• Assists with top-down and bottom-up forecasting and develops growth plans for specified timeframes.
• Establishes and tracks key performance indicators (KPIs), and analyzes and reports to executives and other company leaders/investors to drive accountability for results.
• Develops client materials in support of key financial initiatives including Series A, Series B, Pre-IPO, etc.
• Other duties as assigned.

Requirements

We are looking for a financial planning and analysis enthusiast with a bachelor’s degree in finance or accounting and 3+ years of related financial experience (public and/or PE company experience is a plus). The ideal candidate will have:

• Experience with P&L management, budgeting, forecasting, and analysis.
• Superior Excel skills; ability to build complex spreadsheets, especially for financial modeling.
• Exceptional interpersonal, oral, and written communication skills, with the ability to present complex issues concisely and actionably.
• Ability to work collaboratively to drive cross-functional execution on business goals.
• Ability to interpret qualitative and quantitative analysis and develop insights and recommendations.
• Ability to handle multiple client engagements simultaneously.
• Mature presence, empathy, intellectual curiosity, and a quick learning ability.
• Strong problem-solving and project management skills.
• Ability to maintain quality execution amid aggressive deadlines, changing priorities, and evolving operations common in fast-paced startup environments.
• Comfort with a remote work environment; ability to work autonomously and collaborate virtually.

Benefits

• Competitive compensation plus semi-annual performance bonuses
• 401(k) with immediate vesting and employer match after one year
• Comprehensive medical, dental, and vision coverage
• Unlimited vacation time and paid sick leave
• Team offsites to connect, recharge, and grow together

Why Join Embarc?

Diverse experience is a hallmark of Embarc: we work across strategic CFO advisory, capital raises, and M&A, serving clients in technology, media, CPG, business services, consumer goods, industrial, PE/VC, and other industries. We offer:

• The agility and influence of a fast-growing firm where your contributions shape the business
• The intellectual rigor of top-tier advisory work without the burnout culture of traditional finance
• A high-performance, collaborative team of professionals from investment banking, private equity, consulting, FP&A, and more
• The flexibility to grow at your own pace—whether leaning into leadership, deepening technical expertise, or exploring new service lines
• Frontline exposure to scaling companies without betting your career on a single startup
• A strong culture of trust, ownership, and continuous learning
• A path to shared success, with opportunities to participate in the upside
• A fully remote work environment, supported by structured operations (EOS) to keep us aligned and effective