Director - FP&A

Waylin Partners; Chicago (IL); On-site; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A leading provider of finance and accounting consulting services is looking for a Director - FP&A passionate about providing solutions to complex problems. The role involves translating complex questions into data-driven analyses, leading finance teams, and driving strategic recommendations. Ideal candidates should have over 10 years of experience in finance or consulting, advanced Excel skills, and a thorough understanding of financial statements. The position offers competitive benefits and a full-time employment structure.

Qualifications

• Minimum of 10 years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting.
• Ability to produce dynamic financial models using advanced Excel.
• Understanding of 3-statement financial modeling.

Responsibilities

• Translate complex questions into data-driven analyses for decision making.
• Lead finance/accounting teams during interim roles.
• Build and maintain collaborative relationships across teams.

Skills

Advanced Excel

Financial statement understanding

Data-driven analysis

Collaborative relationship building

Education

Bachelor’s degree in Finance, Accounting, Economics or other quantitative field

Job description

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
• 10+ 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

Seniority Level

• Director

Employment Type

• Full‑time

Job Function

Finance, Strategy/Planning, and Accounting/Auditing

Industries

Business Consulting and Services, Venture Capital and Private Equity Principals, and Financial Services

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave

Location: Chicago, IL

Salary: $110,000.00 – $124,000.00