Director - FP&A
Waylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies. Description Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:
- Translate complex questions into data-driven analyses to allow leaders to make informed decisions
- Lead finance/accounting teams during interim roles or times of need
- Structure and guide modeling efforts that drive strategic recommendations to key stakeholders
- Build and maintain collaborative relationships with teams across the portfolio company and private equity firm
- Transform data into useful information tailored to leadership needs through excel and other data visualization tools
- Manage more junior consultants and guide production of required deliverables
Specific Examples of Workstreams:
- Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations
- Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends. Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process
- Provide business intelligence with financial results and key performance indicators to facilitate decisions
- Prepare and maintain various daily/weekly/monthly operational efficiency reports
- Assist in process improvements, cost reduction, automation, and system upgrades
- Build and maintain strong collaborative relationships with leaders and teams across the portfolio company
- Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.
Job Requirements:
- Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
- 8+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
- Advanced Excel user with the ability to produce dynamic financial models
- A thorough understanding of financial statements and 3-statement modeling
- CPA or CFA designations are a plus