Manager - FP&A

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
• 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
• 5+ 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