FP&A Associate

Role Overview

Heritage-Holding is hiring an FP&A Associate to help manage the financial performance of our portfolio companies. This is a hands-on role centered on reporting, analysis, and modeling across the businesses we own. You'll partner closely with senior leadership and with the controllers at each company to make sure our financials are clean, our reporting is sharp, and leadership always has a clear picture of how each business is performing.

This is an ideal role for someone a couple of years into a finance career who wants broad exposure across multiple companies and a direct line to senior decision-makers.

Key Responsibilities

• Prepare and maintain financial reporting across the portfolio — monthly and quarterly reporting packages that show how each company and the overall portfolio is performing.

• Track key performance indicators (KPIs) for each business, monitor trends, and flag issues early.

• Build and maintain financial models for Heritage — forecasts, budgets, and scenario ("what-if") analyses that support decision-making.

• Partner with Heritage CFO and the team to help