{"id":2438953,"url":"https://alion.io/job/heritage-holding-fpa-associate","title":"FP&A Associate","company":{"id":4416297,"name":"Heritage Holding","domain":"heritage-holding.com","url":"https://alion.io/company/heritage-holding","size_band":"201-500","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":94000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-18T15:52:33Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-11-01T05:30:48Z","board_verified":true,"closed_at":null,"days_open":43,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":43},"description":"FP&A Associate\nRole Overview\nHeritage-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.\nThis 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.\nKey Responsibilities\nPrepare and maintain financial reporting across the portfolio - monthly and quarterly reporting packages that show how each company and the overall portfolio is performing.\n\nTrack key performance indicators (KPIs) for each business, monitor trends, and flag issues early.\n\nBuild and maintain financial models for Heritage - forecasts, budgets, and scenario (\"what-if\") analyses that support decision-making.\n\nPartner with Heritage CFO and the team to help oversee company controllers, supporting timely, accurate financial close and reporting.\n\nEnsure clean, reliable financials - reviewing numbers for accuracy and consistency across companies.\n\nTroubleshoot when numbers look off: dig into the data, find the root cause, and help resolve it.\n\nTurn raw financial data into clear insights and recommendations for leadership.\n\nQualifications\nRoughly 2-4 years of relevant experience in FP&A or another quantitative/analytical finance role (financial analyst, investment/corporate finance, consulting, etc.).\n\nStrong financial modeling and Excel skills; comfort building and maintaining models from scratch.\n\nSolid grasp of financial statements and how the numbers connect - you do not need to be a CPA or accountant.\n\nSharp attention to detail and a knack for spotting when something doesn't add up.\n\nClear communicator who can present findings simply to senior leadership.\n\nComfortable juggling multiple companies and priorities at once; self-directed and organized.\n\nBachelor's degree in finance, economics, or another quantitative field; strong academic record.","description_format":"text","description_chars":2225,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Science & Engineering"],"lifecycle":[{"event":"open","at":"2026-10-13T11:34:45Z"}],"visa":[],"liveness":{"score":14,"band":"cold","label":"Long shot","p_open":1,"p_active":0.386,"p_room":0.36,"age_days":43,"expected_fill_days":27,"reasons":["conf:0","agency","win:tail","crowd:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/heritage-holding-fpa-associate","json_url":"https://alion.io/job/heritage-holding-fpa-associate.json","meta":{"generated_at":"2026-11-01T06:41:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10293,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4416297},"rest":"https://alion.io/mcp/rest/get_company?id=4416297"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fheritage-holding-fpa-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fheritage-holding-fpa-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fheritage-holding-fpa-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/heritage-holding-fpa-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fheritage-holding-fpa-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2438953}},{"tool":"search_jobs","arguments":{"company":"heritage-holding.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2438953},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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