Job Description:
• Translate complex questions into data-driven analyses to allow leaders to make informed decisions.
• Lead finance/accounting teams during interim roles or times of need.
• 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.
• Manage more junior consultants and guide production of required deliverables.
• 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.
Requirements:
• Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
• 8+ 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.
Benefits:
• Professional development opportunities