Minimum 5 years of experience in finance, preferably in FP&A roles.
Proven track record in building scalable financial planning and analysis models.
Ability to synthesize complex financial data into concise presentations.
Strong knowledge of ERP systems and databases.
Bachelor’s degree in finance, accounting, or related field.
Responsibilities
Direct financial and operational data reporting for senior management.
Refine operating metrics and enhance reporting infrastructure for actionable insights.
Support high-level financial analysis for investment evaluations and business opportunities.
Investigate variance issues and assist leaders with corrective actions.
Analyze cash flow and collaborate on cost improvement initiatives.
Manage capital investment analyses and monitor expenditures.
Lead budgeting and forecasting processes in coordination with stakeholders.
Benefits
Exposure to private equity partners and the board of directors.
Opportunity to work closely with the executive team and department managers.
Engagement in high-stakes financial processes including M&A.
Development of scalable financial planning and reporting strategies.
Full Job Description
Essential Functions
Directs the reporting, analysis and interpretation of financial and operational data for senior management, to include cost analysis, revenue variances, and line of business profitability analysis
Refines relevant operating metrics and develops the data and reporting infrastructure and process at the appropriate cadence allowing for actionable insights. Communicate the results and key insights/recommendations to senior business leaders and the Board of Directors
Support financial analysis at the highest level to assist in the evaluation of potential investments, mergers and acquisitions, new products and business opportunities
Research and investigate financial and operational performance variance issues and assist business leaders in taking appropriate corrective actions
Analyze cash flow, cost control and expenses, as well as collaborate with the various business and functional leaders to suggest and implement improvements.
Provide capital and other investment financial analyses, along with ongoing monitoring of capital expenditures.
Review and maintain or adapt operational/financial models and develop scalable and repeatable performance measurement and analytics.
Develop and manage financial planning strategies and follow up controls, comparisons, and recommendations relating to both short-term and long-term plans
Work with the VP of FP&A to lead the budgeting and forecasting process, coordinating with key stakeholders working with the accounting team to ensure accuracy and timely delivery to PE partners
Drive a monthly cadence of budget to actual variance reviews with budget owners
Prepare, coordinate and deliver data requests, financial summaries and KPIs to support M&A
Experience
Minimum 5 years of experience within the finance function, preferably in FP&A
Experience in building scalable financial planning, analysis and reporting models and processes to facilitate company growth
Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework, on a regular basis
Strong working knowledge of ERP systems and databases
Experience working with a private equity backed business is preferred but not required
Private equity partners
Board of Directors
Frequent contact with executive team
Department managers
Bachelor's degree in finance, Accounting or related field
Contacts
Private equity partners
Board of Directors
Frequent contact with executive team
Department managers
Education
Bachelor's degree in finance, Accounting or related field
Required Skills
Exceptional communication, analytical and problem-solving skills, highly detail-oriented and organized
Strong project management skills. Highly effective in balancing multiple complex tasks and projects simultaneously
