Strategic Finance and FP&A Associate

Embarc Advisors; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic team at a forward-thinking advisory firm where you will play a crucial role in providing financial insights to startups and SMBs. As a Strategic Finance and FP&A Associate, you'll leverage your expertise to develop financial models and reporting packages while collaborating with diverse clients across various industries. This role offers unparalleled exposure to high-level strategic initiatives, mentorship from experienced CFOs, and the chance to thrive in a fast-paced, remote work environment. If you're passionate about finance and eager to elevate your career, this is the opportunity you've been waiting for!

Benefits

Competitive compensation

Semi-annual performance bonus

401K with match

Full medical benefits

Dental benefits

Vision benefits

Unlimited vacation time

Paid sick leave

Bi-annual offsites

Short-term disability insurance

Qualifications

• 3+ years of financial experience, preferably in public or private equity.
• Exceptional Excel skills for financial modeling and analysis.

Responsibilities

• Produce key reporting packages for clients on a regular basis.
• Collaborate on strategic projects and process improvements.
• Assist with cash flow management and forecasting.

Skills

P&L management

Budgeting

Forecasting

Financial analysis

Interpersonal communication

Problem solving

Project management

Data interpretation

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Tools

Excel

Job description

Embarc Advisors is growing!

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
• 100% remote work

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