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 oversee company controllers, supporting timely, accurate financial close and reporting.
Ensure clean, reliable financials — reviewing numbers for accuracy and consistency across companies.
Troubleshoot when numbers look off: dig into the data, find the root cause, and help resolve it.
Turn raw financial data into clear insights and recommendations for leadership.
Qualifications
Roughly 2–4 years of relevant experience in FP&A or another quantitative/analytical finance role (financial analyst, investment/corporate finance, consulting, etc.).
Strong financial modeling and Excel skills; comfort building and maintaining models from scratch.
Solid grasp of financial statements and how the numbers connect — you do not need to be a CPA or accountant.
Sharp attention to detail and a knack for spotting when something doesn't add up.
Clear communicator who can present findings simply to senior leadership.
Comfortable juggling multiple companies and priorities at once; self-directed and organized.
Bachelor's degree in finance, economics, or another quantitative field; strong academic record.
Skills Required
- Roughly 2-4 years of relevant experience in FP&A or another quantitative or analytical finance role
- Strong financial modeling and Excel skills, including building and maintaining models from scratch
- Solid understanding of financial statements and how they connect
- Strong attention to detail and ability to identify inconsistencies
- Clear communication skills and ability to present findings to senior leadership
- Ability to manage multiple companies and priorities while working independently and staying organized
- Bachelor's degree in finance, economics, or another quantitative field
- Strong academic record
What We Do
Heritage Holding is a Boston-based private investment firm targeting lower middle market businesses that generate between two and ten million dollars of EBITDA. The firm partners with founder-led small and medium-sized businesses to support growth, operational improvement, and long-term value creation. It focuses on B2B services across various sectors, including telecom, IT and cybersecurity services, healthcare services, and skilled trades.
