Manager-FP&A @ Waylin Partners | Jobright.ai
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Waylin Partners · 21 hours ago

Manager-FP&A

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Management Consulting
Hiring Manager
Spencer Tielens, CFA, CPA
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Responsibilities

Translate complex questions into data-driven analyses to allow leaders to make informed decisions
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
Develop executive level presentations to communicate and achieve consensus for recommendations
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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial ModelingAdvanced ExcelFinancial AnalysisConsulting ExperienceCPA CertificationCFA CertificationBudgeting ProcessData Visualization ToolsOperational ReportingProcess ImprovementsCollaboration Skills

Required

Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
4+ 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
A sense of ownership and accountability, coupled with excellent communication skills

Preferred

CPA or CFA designations are a plus

Company

Waylin Partners

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Waylin Partners delivers FP&A, Data Analytics, Technical Accounting, and Performance Improvement services to private equity portfolio companies.

Funding

Current Stage
Early Stage

Leadership Team

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Spencer Tielens, CFA, CPA
Partner
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Company data provided by crunchbase
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