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Senior Financial Analyst - M&A & FP&A

Trachte, LLC

Madison, wisconsin

Job Details



Full Job Description

The Senior Financial Analyst will work closely with Trachte’s senior leadership team to support M&A activities and contribute to the continuous development of the FP&A activities. You will report to the Director of Business Development. This is a hybrid position requiring 3 days in office per week.

Play a key role in the M&A lifecycle for a private equity-backed organization:

o    Support Director of Business Development & FP&A and senior leadership team across the M&A lifecycle.

o    Build analytical models, perform financial analysis, and evaluate company and market information.

o    Support the analysis and presentations for C-Suite and Board of Directors

o    Assist in the day-to-day execution of transactions, including due diligence, management meetings, and post-closing integration.

o    Assists senior leadership team to ensure seamless integration of acquired companies post-closing.

o    Manage the M&A pipeline - keeping information up-to-date and continuously tracking each opportunity.

Support with continuous development of the FP&A function at Trachte:

o    Assist with Annual Budgeting and Forecasting processes.

o    Develop and deliver actionable and insightful analyses of retrospective and expected trends.

o    Support team with maintain reporting, dashboards, and presentations across the organization.

o    Conduct ad-hoc financial analysis/special projects to assist management with understanding business performance and support strategic initiatives.

o   Collaborate with cross-functional teams to develop and implement strategies to improve financial performance.


  • Advanced skills with MS Office software, primarily MS Excel, PowerPoint, and Word
  • Strategic mindset with advanced financial analysis & financial modeling skills
  • Demonstrated strategy assessment and project management skills
  • 3+ years of FP&A, Corporate Finance, or M&A (Private equity, investment banking, consulting) experience
  • Prior experience with the M&A lifecycle
  • Experience in the manufacturing industry is a plus
  • Strong Excel skills, experience with BI tools (such as PowerBI) and SQL is a plus
  • CFA, CPA, or similar certification is a plus


Why work with us?

•Medical, Vision and Long Term Disability insurance

•Company paid Dental, Life and Short Term Disability insurance

•Paid Time Off

•Paid Holidays, plus a bonus holiday after 5 years of service

•Retirement Plan with Company Match

•Tuition Reimbursement and Continuing Education Assistance

•Advancement Opportunities

•Potential for Annual Bonus

•Minimal to no travel required

Learn more about us at

Trachte is an Equal Employment Opportunity employer.

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