Waylin Partners · 2 hours ago
Director-FP&A
United States
Full-time
Remote
Director/Executive
10+ years exp
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Hiring Manager
Spencer Tielens, CFA, CPA
Insider Connection @Waylin Partners
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Responsibilities
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.
Qualification
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Required
Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
10+ 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
Preferred
CPA or CFA designations are a plus
Company
Waylin Partners
Waylin Partners provides leading private equity firms with best-in-class FP&A and accounting services to automate and optimize the back-office functions of their portfolio companies in North America.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Spencer Tielens, CFA, CPA
Partner
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