Financial Planning Analyst
6 - 10 years
Roseville, CA
Full-time
Hybrid
1 month ago
About the role
A little spice goes a long way
Paprika Partners is a boutique financial firm built for a new generation of business owners. The ambitious owner-operators, the diverse founders, and the unconventional builders who deserve the same quality of financial partnership as the big guys. We provide bookkeeping, accounting, advisory, and fractional CFO services for businesses ranging from $2M-$20M in revenue.
We're not a corporate shop. We move fast, we think in systems, we geek out on AI and technology, and we show up as real human beings who genuinely care whether our clients win. Our team is small, deeply collaborative, and building something we're all proud of, and we're looking for someone who wants to be part of that.
The Role:
This is not a button-clicking, template-maintaining kind of seat. You'll be the financial modeling engine behind a portfolio of owner-operated businesses, building from scratch, thinking critically, and communicating directly with founders who are counting on your work to make real decisions.
The title is flexible, Analyst or Senior Analyst, depending on where you are in your career. What matters more is that you're sharp, fast, client-ready, and genuinely excited about the kind of work we do.
You'll collaborate closely with our founder, Accounting Managers, Staff Accountants, and Bookkeepers, a tight-knit team where everyone is in it together and nothing falls through the cracks.
What You'll Do:
Client Advisory & Financial Strategy:
Forecasting, Budgeting, & Cash Flow:
What We're Looking For:
What Success Looks Like:
Why Paprika Partners:
We built the firm we wished existed. One with deep expertise but without the stiffness. One that picks up the phone, knows your team by name, and genuinely cares whether you win. Working here means:
THE NAME PAPRIKA WASN'T ACCIDENTAL. A SPICE DOESN'T TAKE OVER THE DISH. IT BRINGS OUT WHAT'S ALREADY THERE. THAT'S EXACTLY WHAT WE'RE HERE TO DO.
Paprika Partners is a boutique financial firm built for a new generation of business owners. The ambitious owner-operators, the diverse founders, and the unconventional builders who deserve the same quality of financial partnership as the big guys. We provide bookkeeping, accounting, advisory, and fractional CFO services for businesses ranging from $2M-$20M in revenue.
We're not a corporate shop. We move fast, we think in systems, we geek out on AI and technology, and we show up as real human beings who genuinely care whether our clients win. Our team is small, deeply collaborative, and building something we're all proud of, and we're looking for someone who wants to be part of that.
The Role:
This is not a button-clicking, template-maintaining kind of seat. You'll be the financial modeling engine behind a portfolio of owner-operated businesses, building from scratch, thinking critically, and communicating directly with founders who are counting on your work to make real decisions.
The title is flexible, Analyst or Senior Analyst, depending on where you are in your career. What matters more is that you're sharp, fast, client-ready, and genuinely excited about the kind of work we do.
You'll collaborate closely with our founder, Accounting Managers, Staff Accountants, and Bookkeepers, a tight-knit team where everyone is in it together and nothing falls through the cracks.
What You'll Do:
Client Advisory & Financial Strategy:
- Manage multiple client engagements concurrently with strong organization and prioritization
- Serve as a strategic financial partner to assigned clients
- Build strong, trusted relationships with clients by understanding their business needs and financial goals, ensuring a long-term engagement and client retention
- Lead financial review meetings, presenting insights, trends, and recommendations
- Help clients understand key drivers of revenue, cost, and profitability
- Provide guidance on budgeting, forecasting, and long-term financial planning
- Support business decision-making (hiring, pricing, expansion, cost control, etc.)
- Deliver weekly, monthly and quarterly financial analysis packages, including:
- KPI dashboards
- Trend analysis
- Margin and profitability analysis
- Cash flow projections
- Translate financial data into clear, concise narratives for non-financial stakeholders
- Customize reporting based on client needs and industry
- Implement and improve financial planning tools and dashboards by leveraging technology to automate and enhance reporting
- Standardize FP&A processes across client engagements
- Partner with Accounting Managers to ensure alignment between financial reporting and forecasting
Forecasting, Budgeting, & Cash Flow:
- Strong proficiency in financial modeling and forecasting with the ability to translate complex data into clear, actionable insights
- Strong business acumen and strategic thinking skills
- Strong ability to build partnerships with business owners and client leadership teams
- Strong client service and relationship management skills
- High attention to detail with strong analytical capabilities
- Strong organizational and time management skills; ability to manage multiple priorities and deadlines
- Excellent verbal/written communication and presentation skills with ability to effectively communicate with managers, clients, customers, contractors, peers and vendors
- Problem-solving mindset with a proactive approach
- Ability to work in fast paced and results driven environment
- Learn quickly, understand/follow instruction and adapt to new problems and situations
- Team player; ability to cultivate team environment
- Must be tactful and able to resolve disputes
- Ability to present professional appearance and behavior in accordance company policies
- Ability to meet all safety and physical requirements of the job with or without reasonable accommodation
What We're Looking For:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA preferred
- 5+ years of experience in FP&A, corporate finance, or financial consulting
- Experience working with multiple clients or business units
- Prior experience managing multiple clients/accounts simultaneously
- Experience working with small to mid-sized businesses
- Familiarity with outsourced accounting or fractional CFO environments
- Understanding of GAAP and financial statements
- Strong proficiency in Excel (scenario modeling, advanced formulas)
- Experience with financial reporting tools and dashboards (e.g., Power BI, Tableau, or similar)
- Proficiency with MS Office (Word, Excel, Outlook, PowerPoint)/Google Workspace (Drive, Docs, Sheets, Gmail)
- Proficiency with accounting software (QuickBooks, Xero, etc.) and ERP software (Netsuite, Brightpearl, etc.)
What Success Looks Like:
- Clients rely on you as a strategic partner, not just a financial analyst
- Forecasts are accurate, insightful, and drive better business decisions
- Financial insights are clear, actionable, and tailored to each client
- Proactively identify risks and opportunities before they impact performance
- Reporting processes are efficient, scalable, and value-driven
- You contribute to a team culture where people invest in each other's growth and genuinely enjoy working together
Why Paprika Partners:
We built the firm we wished existed. One with deep expertise but without the stiffness. One that picks up the phone, knows your team by name, and genuinely cares whether you win. Working here means:
- 401(k) with employer contribution
- Competitive PTO
- Paid parental leave
- Real ownership: you'll have genuine agency over your client relationships and input into the direction of the firm
- A team that is people-first, inclusive, and passionate. We're building a culture that we’re all proud to be part of
- AI-empowered workflows and a team that invests in staying ahead of the curve
THE NAME PAPRIKA WASN'T ACCIDENTAL. A SPICE DOESN'T TAKE OVER THE DISH. IT BRINGS OUT WHAT'S ALREADY THERE. THAT'S EXACTLY WHAT WE'RE HERE TO DO.
Skills
Accounting