Strategic Finance and FP&A Associate

Embarc Advisors; Illinois; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Join a leading corporate finance advisory firm as a Strategic Finance and FP&A Associate. Work remotely with a high-performance team, engaging with startups and middle-market firms while building comprehensive financial models and analyses. Gain exposure to diverse industries and be mentored by experienced professionals.

Benefits

Competitive compensation and semi-annual performance bonus

401K with immediately vested match

Unlimited vacation time

Full medical, dental, and vision benefits

Bi-annual offsites

Short-term disability insurance

Qualifications

• 3+ years of related financial experience preferred.
• Mature presence with intellectual curiosity and a problem-solving mindset.
• Ability to interpret qualitative and quantitative analysis.

Responsibilities

• Assist in producing key reporting packages for client management.
• Support cash flow and cash management duties.
• Collaborate on company-wide strategic projects.

Skills

P&L management

Budgeting

Forecasting

Analytical skills

Communication skills

Problem solving

Education

Bachelor's degree in finance or accounting

Tools

Excel

Job description

Come join our top tier group of financial experts in building a disruptive corporate finance advisory firm focused on changing how corporate finance advisory services are provided.

Role Overview

Job Type : Full time

Position Location : Remote

As a client-facing Strategic Finance and FP&A Associate at Embarc Advisors, you will partner with startups, SMB's, and middle-market firms and provide them with monthly, quarterly, and annual financial models, reporting packages, cash flow analyses and comprehensive support on a variety of other strategic finance initiatives. You will spend much of your time in Excel and will dive deeply into financial data and relevant trends to gain insights that will allow you to build stories for the periods under review.

While undertaking your work, you will gain exposure to a wide variety of clients and industries, while being mentored by prior CFO's who will empower you to take on exciting challenges that expand and diversify your skillset.

If you are ready to join a high performing team that will value your contributions and help you elevate your career, apply today!

Detailed Responsibilities

• Assists in the production of key reporting packages for client management on a monthly, quarterly, and annual basis in accordance with deadlines and / or statutory requirements.
• Supports the preparation of ongoing cash flow and cash management duties.
• Collaborates with cross functional teams (either within Embarc or within client departments) to drive company-wide strategic projects and process improvements.
• Assists with Top-Down and Bottom-Up forecasting and develops growth plans for specified timeframes.
• Establishes and tracks key performance indicators (KPIs), and analyzes and reports to Executives and other company leaders / investors to drive accountability for results.
• Develops client materials in support of key financial initiatives including Series A, Series B, Pre-IPO, etc.
• Other duties as assigned.

Qualifications

We are looking to hire a financial planning and analysis enthusiast who has a bachelor's degree in finance or accounting, and 3+ years of related financial experience (public and / or PE company experience is a plus!).

The ideal candidate will have :

• Experience with P&L management, budgeting, forecasting, and analysis.
• Superior Excel skills; can build complex spreadsheets, especially for purposes of conducting financial modeling.
• Exceptional interpersonal, oral, and written communication skills, with an ability to present complex issues in a concise, clear, and actionable manner.
• Ability to work collaboratively to drive cross-functional execution on business goals.
• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations.
• Ability to handle multiple client engagements simultaneously.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Strong problem solving and project management skills.
• Ability to maintain quality of execution throughout aggressive deadlines, changing priorities, and evolving operations, as common to fast-paced start-up environments.
• Comfortability with a remote work environment; ability to work autonomously and collaborate virtually.

Why Join the Embarc Team?

Diverse experience is a hallmark of the Embarc experience : we work across a broad range of project types - strategic CFO advisory, capital raise, and M&A. Our clients are spread across a sundry of industries - technology, media, CPG, business services, consumer goods, industrial, PE / VC, etc.

We offer :

• Dynamic environment of a fast-growing startup, giving you the opportunity to put your mark across all aspects of our organization
• High-octane experience of an advisory firm
• Opportunity to work with highly-skilled individuals from diverse backgrounds
• An environment where each team member can grow at their own pace and take on a variety of roles to round out their skillset
• Exposure to startup environments, at the senior management level, without the inherent risk of "putting all of your chips" on a single startup
• A tight-knit culture, focused on fostering psychological safety and taking 100% responsibility
• The opportunity to share on the upside

Our benefits include :

• Competitive compensation (PLUS semi-annual performance bonus)
• 401K with immediately vested match
• Full medical, dental, and vision benefits
• Unlimited vacation time
• Paid sick leave
• Bi-annual offsites
• Short-term disability insurance

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Associate Strategic Finance • Remote, IL, USA