FP&A Analyst, Mergers & Acquisitions
Stord · United States
- Hybrid
- Full-time
- $95,000 / year
- United States
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Job highlights
- Analyze M&A financial performance post-acquisition.
- Track synergy realization and financial risks.
- Manage P&L and cost optimization scenarios.
- Partner with M&A Integration and Operations teams.
- Develop financial playbooks and conduct post-mortems.
About the role
About Stord
Stord is The Consumer Experience Company, powering seamless checkout through delivery for today's leading brands. Stord is rapidly growing and is on track to double our revenue in the next 18 months. To meet and exceed this target, Stord is strategically scaling teams across the entire company, and seeking energetic experts to help us achieve our mission.By combining comprehensive commerce-enablement technology with high-volume fulfillment services, Stord provides brands a platform to compete with retail giants. Stord manages over $10 billion of commerce annually through its fulfillment, warehousing, transportation, and operator-built software suite including OMS, Pre- and Post-Purchase, and WMS platforms. Stord is leveling the playing field for all brands to deliver the best consumer experience at scale.
With Stord, brands can increase cart conversion, improve unit economics, and drive sustained customer loyalty. Stord’s end-to-end commerce solutions combine best-in-class omnichannel fulfillment and shipping with leading technology to ensure fast shipping, reliable delivery promises, easy access to more channels, and improved margins on every order.
Hundreds of leading DTC and B2B companies like AG1, True Classic, Native, Seed Health, quip, goodr, Sundays for Dogs, and more trust Stord to deliver industry-leading consumer experiences on every order. Stord is headquartered in Atlanta with facilities across the United States, Canada, and Europe. Stord is backed by top-tier investors including Kleiner Perkins, Franklin Templeton, Founders Fund, Strike Capital, Baillie Gifford, and Salesforce Ventures.
Role Overview
This role reports into Finance and operates at the intersection of three teams: M&A Operations (which runs acquired businesses day-to-day), M&A Integrations (which drives systems and commercial migration), and the acquired company’s own finance and accounting function. The Finance Analyst is the connective tissue between the deal model created pre-close and the operational and financial reality post-close.Monthly Business Review (MBR) Reporting
- Own the financial MBR scorecard for each acquired organization, publishing monthly to senior leadership.
- Report all financial KPIs vs. prior year and deal target, with variance explanations and forward-looking commentary.
- Coordinate with the Director of M&A Operations and M&A Operations PM to ensure operational context is reflected in financial reporting.
- Maintain a rolling 30/60/90-day financial outlook for each integration, flagging risks early.
Synergy Tracking & Realization
- Own the synergy tracker: build and maintain models that quantify revenue, cost, and operational synergies by deal and by workstream.
- Translate deal targets (sourced from Corporate Development’s 3-year P&L model) into trackable milestones for M&A Integration team execution, and report progress monthly.
- Identify synergy acceleration opportunities and surface financial risks before they become operational surprises.
Deal Target Accountability & P&L Management
- At close, lead the financial reconciliation between deal underwriting assumptions and actual P&L — establishing a clean baseline, translating deal thesis assumptions into the operating P&L, and ensuring M&A Operations and Integration have explicit visibility into the targets they're executing against.
- Maintain the 3-year P&L model for each acquired organization, updating actuals monthly and re-forecasting as integration conditions evolve.
- Track fulfillment margin, parcel margin, software margin, gross profit, and EBITDA against deal underwriting assumptions.
- Analyze labor efficiency metrics (OPH, UPH, L%R) in partnership with Operations and report financial implications of operational performance.
- Model cost structure optimization scenarios, including rightsizing plans, carrier/parcel improvements, and vendor/supplier changes.
Integration Finance Partnership
- Serve as the dedicated finance resource embedded with the M&A Integration Team and as the single point of accountability for financial tracking across all active integration workstreams, including WMS migration, systems transitions, and billing cutovers.
- Support TSA management: track TSA costs, exit fees, and escalation clauses against deal model assumptions and surface risks ahead of cutoff deadlines.
- Partner with the Head of M&A Integration on customer health metrics and the financial implications of customer escalations or disengagement.
- Connect M&A Integration activities and operational milestones—go-lives, headcount transitions, facility rightsizing, billing cutovers—to P&L impact and variance-to-plan reporting.
- On a rolling basis, reconcile Integration team decisions and operational changes against deal model assumptions — flagging drift early and surfacing an updated forward view to M&A Integration and Finance leadership.
Playbook & Post-Mortem
- Lead the financial post-mortem at the conclusion of each integration: assess degree of synergy achievement, document variances, and capture lessons learned.
- Feed post-mortem findings back to Corporate Development to sharpen future acquisition pricing and underwriting assumptions.
- Build repeatable financial templates—MBR scorecards, synergy trackers, P&L bridges—that can be applied across future deals as Stord continues to scale.
- Partner with the M&A Integrations team on playbook refinement to ensure financial processes are embedded in the standard integration model.
What You'll Need
- Bachelor’s Degree in Finance, Economics, Statistics, Information Systems or Engineering.
- 2-4 years of experience leveraging databases and dashboards using all relevant data to inform business decisions.
- Programs: Fluent in SQL, and Python/R.
- Experience with Business Intelligence Tools (Domo, Tableau, PowerBI, etc.).
- Ability to compile and analyze large data quantities.
- Ability to create executive-level dashboards and presentations.
Bonus Points
- Experience with cloud development platforms (AWS, GCP, Azure).
- Experience with FP&A systems such as Essbase, Adaptive Insights, Anaplan, NetSuite, etc.
- Located in Atlanta, GA or in the Eastern Time Zone (Highly preferred, not required).
Key skills/competency
- Financial Modeling
- Mergers & Acquisitions (M&A)
- Financial Planning & Analysis (FP&A)
- Data Analysis
- SQL
- Python
- Business Intelligence Tools
- P&L Management
- Synergy Tracking
- Financial Reporting
Skills & topics
- FP&A Analyst
- Mergers and Acquisitions
- Financial Planning
- Financial Analysis
- M&A Operations
- Financial Reporting
- Synergy Tracking
- Deal Underwriting
- P&L Management
- SQL
- Python
- Business Intelligence
- Finance
- Atlanta
How to get hired
- Tailor your resume: Highlight your experience in financial modeling, M&A, FP&A, and data analysis, using keywords from the job description.
- Showcase technical skills: Emphasize your proficiency in SQL, Python/R, and BI tools like Domo, Tableau, or Power BI.
- Demonstrate analytical ability: Provide examples of how you've compiled and analyzed large datasets to drive business decisions.
- Prepare for interviews: Be ready to discuss your experience with P&L management, synergy tracking, and financial reconciliation in M&A contexts.
- Highlight M&A specific experience: If you have experience with FP&A systems or cloud platforms, be sure to mention it.
Technical preparation
Master SQL for data extraction.,Practice Python/R for financial analysis.,Build financial models in Excel.,Prepare BI tool dashboards.
Behavioral questions
Describe managing financial reconciliation.,How do you explain financial variances?,Tell me about a synergy tracking success.,How do you handle integration financial risks?
Frequently asked questions
- What is the primary focus of the FP&A Analyst, Mergers & Acquisitions role at Stord?
- The FP&A Analyst, Mergers & Acquisitions at Stord focuses on bridging the gap between pre-close deal models and post-close financial realities for acquired businesses. This involves tracking financial performance, synergy realization, and P&L management to ensure integration success.
- What technical skills are essential for the FP&A Analyst, Mergers & Acquisitions position at Stord?
- Essential technical skills include fluency in SQL and Python/R, along with experience using Business Intelligence tools such as Domo, Tableau, or PowerBI. Strong data compilation and analysis abilities are also critical.
- How does the FP&A Analyst role contribute to Stord's growth strategy?
- The FP&A Analyst plays a key role in Stord's rapid growth by ensuring that acquired businesses meet their financial targets and that synergies are realized effectively. This analyst helps optimize cost structures and provides critical financial insights to support strategic decision-making during and after acquisitions.
- What kind of experience is preferred for the FP&A Analyst, Mergers & Acquisitions role at Stord?
- Stord prefers candidates with 2-4 years of experience in leveraging databases and dashboards for business decisions. Experience with FP&A systems like Essbase, Adaptive Insights, Anaplan, or NetSuite, and cloud development platforms (AWS, GCP, Azure) are considered a plus.
- Is this FP&A Analyst role remote or on-site at Stord?
- While the role is primarily based in Atlanta, GA, Stord also considers candidates in the Eastern Time Zone. The role is listed as on-site, but may offer some flexibility.
- What are the key responsibilities regarding synergy tracking for the FP&A Analyst at Stord?
- The FP&A Analyst will own the synergy tracker, building and maintaining models to quantify revenue, cost, and operational synergies. They will translate deal targets into trackable milestones and report progress monthly, identifying opportunities and surfacing risks.
- How does the FP&A Analyst at Stord partner with other teams?
- This role serves as a dedicated finance resource embedded with the M&A Integration Team and collaborates closely with M&A Operations. The analyst also partners with the Head of M&A Integration on customer health metrics and works with Operations on labor efficiency analysis.