Director - FP&A

Waylin Partners; United States; On-site; USD 140,000 - 230,000; Full time

Job summary

Waylin Partners, a leading FP&A and accounting consulting services provider, seeks a Director to lead complex financial analyses and modeling across portfolio companies. You will work directly with experienced professionals to deploy FP&A solutions and improve processes and bottom-line results at client sites.

Responsibilities include leading budgeting and forecasting, building data-driven insights using Excel and visualization tools, and managing junior consultants while guiding senior

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or any quantitative field.

Responsibilities

• Translate complex questions into data-driven analyses to inform decisions.
• Lead finance/accounting teams during interim roles or times of need.
• Structure and guide modeling efforts that drive strategic recommendations to stakeholders.
• Build and maintain collaborative relationships with teams across portfolio companies and the PE firm.
• Transform data into useful information via Excel and data visualization tools.
• Manage junior consultants and guide production of deliverables.
• Lead budgeting, forecasting, variance analyses, and monthly reports.

Skills

Advanced Excel

Financial modeling

Data visualization

Leadership

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Excel

Job description

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