Manager FP&A

Waylin Partners; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial consulting firm in Chicago is seeking a Manager to provide FP&A and accounting solutions for private equity firms. The successful candidate will translate complex data into actionable insights, manage budgeting processes, and enhance operational efficiency. Candidates must have a Bachelor’s degree in a quantitative field and over four years of relevant experience, coupled with strong Excel skills. The firm values collaboration and effective communication, offering a dynamic role in a supportive environment.

Qualifications

• 4+ 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.
• Thorough understanding of financial statements and 3-statement modeling.

Responsibilities

• Translate complex questions into data-driven analyses.
• Structure and guide modeling efforts for strategic recommendations.
• Develop executive-level presentations for consensus on recommendations.

Skills

Data-driven analysis

Financial modeling

Communication skills

Collaboration

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

Excel

Data visualization tools

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 Manager passionate about solving complex problems. At Waylin, you will work directly with experienced professionals to deploy FP&A and accounting solutions that enhance processes and bottom-line results at our client's portfolio companies.

Responsibilities

• Translate complex questions into data-driven analyses to allow leaders to make informed decisions.
• 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.
• Develop executive-level presentations to communicate and achieve consensus for recommendations.

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.
• 4+ 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.
• A sense of ownership and accountability, coupled with excellent communication skills.

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Chicago, IL

We are an equal opportunity employer and welcome applications from all qualified individuals.