Responsibilities
- Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
- Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
- Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
- Train the existing FP&A team to run and own process flows and forecast analysis tools
- Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
- Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
- Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
- Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
- Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
- Assist in developing highly detailed, week-by-week training plans for each team member
- Select and implement a robust ERP solution which meets the needs of the newly combined business
- Build analytical tools and create template reporting
Requirements
- Bachelor's degree in Finance, Accounting, or Economics
- Minimum 15 years of experience at a top tier private equity firm, investment bank, and/or consulting firm
- High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
- Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
- Transactional finance experience, as well as an understanding of operational finance
- Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
- Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
- Excellent interpersonal, leadership, and team management skills
Nice to Have
- MBA is a plus
- Experience in the FP&A department of an operating company and/or a track record of interacting with private equity funds and private equity-owned businesses is a plus
Work Arrangement
Hybrid — Boston, Chicago, Dallas, New York City
Additional Information
- This position is not eligible for immigration sponsorship
- Role is hybrid with the flexibility to work remotely 2 days a week
- Ideal candidates should be local to the desired location
