Manager - FP&A

Waylin Partners; United States; On-site; USD 110,000 - 170,000; Full time

Job summary

Waylin Partners is seeking a Manager to focus on FP&A and accounting solutions for portfolio companies. You will work with experienced professionals to deploy FP&A and accounting processes that enhance efficiency and drive bottom-line results.

You will translate complex questions into data-driven analyses, build scalable financial models, and develop executive-level presentations to communicate recommendations to senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related quantitative field.
• 5+ years in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting.
• Advanced Excel for dynamic financial models.
• Understanding of financial statements and 3-statement modeling.
• CPA or CFA designation is a plus.
• Strong ownership and communication skills.

Responsibilities

• Lead budgeting process with monthly forecasts and variance analyses.
• Prepare monthly performance reports and historical trend analysis.
• Improve forecasting accuracy and close process efficiency.
• Provide BI with financial results and KPIs.
• Create operational efficiency reports.
• Support process improvements, cost reductions, automation.
• Collaborate with portfolio company and PE firm leadership.
• Manage ad-hoc senior management requests.

Skills

Advanced Excel

3-statement modeling

Financial analysis

Communication skills

CPA/CFA a plus

Education

Bachelor’s degree in Finance/Accounting/Economics

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 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
• 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

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.
• 5+ 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