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Jordan Pope-Studstill

@jordanpope-studstill

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Results-driven Financial Analyst specializing in FP&A, modeling, and executive-ready strategic insights.

United States

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What I'm looking for

I’m looking for a role where I can own FP&A and financial modeling, partner with leadership to deliver executive-level insights, and help drive strategic planning and growth—especially in early-stage or high-growth SaaS environments.

I’m a results-driven Financial Analyst with 4+ years of FP&A experience (10+ including academic and advisory work), supporting high-growth SaaS and multi-industry organizations. I specialize in financial modeling, forecasting, and strategic planning—building scalable models and delivering executive-level insights that help leadership make actionable business decisions.

Across my experience, I’ve partnered closely with CEOs and cross-functional leaders to improve processes and translate complex data into clear plans. From investor strategy and due diligence to board reporting, budget vs. actual analysis, and headcount planning, I’ve supported fundraising efforts, mentored junior analysts, and strengthened finance reporting systems; I also bring underwriting and equity research experience.

Experience

Work history, roles, and key accomplishments

Fractional Finance Consultant

Self-Employed

Mar 2025 - Nov 2025 (8 months)

Led financial modeling, forecasting, and investor strategy for an early-stage SaaS startup, partnering with the CEO on investor narrative and due diligence. Supported an oversubscribed pre-seed funding round and delivered executive-level financial insights for strategic planning and growth.

Financial Modeling Forecasting Investor Narratives Due Diligence Executive Reporting Strategic Planning Fundraising Support

Sr. Financial Analyst

Fullbay

Apr 2025 - Jul 2025 (3 months)

Supported development of a finance function in a lean team at a scaling SaaS company by producing weekly board reports and monthly budget vs. actual analysis. Partnered cross-functionally to track performance and streamline reporting using Salesforce and financial reporting systems.

FP&A Budgeting Budget Vs. Actual Analysis Executive Reporting Cross Functional Collaboration Salesforce Financial Reporting

Sr. Financial Analyst

Forecastr

Dec 2022 - Feb 2025 (2 years 2 months)

Provided FP&A and financial modeling services to 100+ companies across SaaS, CPG, and eCommerce, building models for forecasting, scenario planning, and KPI tracking. Delivered variance and performance insights to executives, led headcount planning and budgeting, mentored junior analysts, and supported clients raising $10M+ in capital.

FP&A Financial Modeling Forecasting Scenario Planning KPI Tracking Executive Reporting Budgeting Strategic Planning Mentorship Fundraising Support HubSpot

Credit Underwriter

Global Payments

Aug 2022 - Nov 2022 (3 months)

Underwrote accounts with $750K+ risk exposure while ensuring compliance with credit policies. Developed financial analyses for executive reporting, created a fast-track new-hire training program, and worked with Workday, ERP platforms, and proprietary underwriting tools.

Credit Underwriting Compliance Policies Financial Analysis Business Case Development Executive Reporting Training program development Workday ERP

Equity Research Intern

CFA Society

Nov 2020 - Feb 2021 (3 months)

Conducted valuation analysis for Churchill Downs Inc. and presented findings to finance professionals. Identified a 34% overvaluation opportunity using detailed financial modeling and delivered data-driven investment recommendations.

Equity Research Valuation Analysis Financial Modeling Investment Recommendations Data Driven Presentation