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Fractional Portfolio FO&A Analyst (contract)
Fractional Portfolio FO&A Analyst (contract)Mindgrub • Baltimore, Maryland, USA
Fractional Portfolio FO&A Analyst (contract)

Fractional Portfolio FO&A Analyst (contract)

Mindgrub • Baltimore, Maryland, USA
2 days ago
Job type
  • Full-time
Job description

Mindgrub Technologies is an award-winning agency whose mission is to drive efficiency growth and ROI through AI and digital innovation. We leverage a deep understanding of technology and growth strategy to deliver multi-channel solutions for enterprise clients with a strong focus on the energy and utilities sectors.

Position Overview

Marks Inc. a multi-venture holding company with technology hospitality venture capital and real estate businesses is seeking a hands-on Fractional Portfolio FO&A Analyst to support financial operations and analysis across the entire portfolio. This role builds P&Ls models pro formas and dashboards prepares financial information for fundraising and transactions and works directly with portfolio company leaders to help them develop strong financial reporting practices.

This is a do-the-work role ideal for a financially savvy analyst who loves spreadsheets modeling and creating clarity in complex portfolios.

Responsibilities

  • Build and maintain P&Ls for multiple entities (Mindgrub Mindpub venture-backed startups real estate projects etc.)
  • Create pro formas budgets financial models and scenario analyses
  • Support fundraising efforts by assembling investor-ready financial packets
  • Help early-stage startups fix or enhance their financial systems reporting and forecasting
  • Attend portfolio company meetings to work through financial questions and operational modeling
  • Assemble data lockers and diligence documentation for business sales (e.g. Mindpub)
  • Assist with loan applications lender packages and financial documentation for development projects
  • Generate dashboards charts margin analyses and financial summaries as requested
  • Collaborate with Mindgrubs accounting team to produce deeper analyses (tax docs county docs margin reports etc.)
  • Keep financial data organized structured and presentation-ready across all portfolio businesses

Requirements

  • 10 - 20 hours per week
  • Baltimore-area local for occasional onsite meetings
  • 3 - 7 years experience in FO&A FP&A financial analysis or accounting
  • Expert spreadsheet skills (Google Sheets / Excel modeling pivots forecasting sensitivity analysis etc.)
  • Experience with investor reporting or VC fundraising prep preferred
  • Strong communicator who can explain numbers simply to founders and operators
  • Experience with restaurant tech or real estate finance a plus
  • Highly organized able to juggle multiple entities at once
  • Ideal Candidate

  • Hands-on executor not a delegator
  • Enjoys building detailed financial spreadsheets and models
  • Thrives in a portfolio environment with many moving parts
  • Can take scattered or incomplete data and produce clean investor-ready financials
  • Comfortable joining meetings with founders and helping them fix or structure financials
  • Compensation

  • $50 - $75 USD per hour
  • Base compensation will be determined based on a variety of factors including skills education certifications geographic location and overall experience for the role
  • Inclusivity without exception At Mindgrub we value and encourage mutual respect and acceptance. We know we all have something to contribute. We work every day to ensure all are welcome and that we treat all people with fairness and dignity.

    No phone calls or recruiters please.

    Required Experience :

    IC

    Key Skills

    Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

    Employment Type : Contract

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 50 - 75

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    Portfolio Analyst • Baltimore, Maryland, USA

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