Tech Stack

Description

You will work on lean cross-functional teams to solve complex finance challenges for private equity-backed companies, such as building reporting frameworks, leading budget processes, and designing finance functions. You'll manage multiple workstreams while also getting into the details, partner directly with CFOs and PE sponsors, and help build capabilities for lasting value creation.

Requirements

• Bachelor's degree in Finance, Accounting, or Economics (MBA is a plus)
• Minimum 10 years of experience at a top-tier private equity firm, investment bank, and/or consulting firm
• Experience in FP&A of an operating company and/or track record of interacting with private equity funds and PE-owned businesses is a plus
• High attention to detail and advanced quantitative skills, especially financial modeling and corporate valuation
• Proven ability to leverage Excel and other tools (e.g., PowerBI) to manage, simplify, analyze, and present large datasets
• Transactional finance experience and understanding of operational finance
• Prior experience preparing reports, presentations, and memos; ability to present data-driven insights clearly and succinctly
• Strong drive and motivation, adhering to highest professional standards
• Excellent interpersonal, leadership, and team management skills

Responsibilities

• Determine data availability and reliability and design a structured process to aggregate relevant data sets for reporting
• Work with CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of truth via monthly reporting packages
• Develop reporting cadence and automated processes combining sound data flows and insightful KPIs
• Train existing FP&A team to own process flows and forecast analysis tools
• Complete diagnostic deep dives to identify key corrective themes in budgeting and forecasting processes
• Quarterback comprehensive budget plans and processes in partnership with FP&A, sales, operations, and senior leadership
• Build and maintain 13-week cash flow forecasts by coordinating with relevant departments
• Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; deliver user-friendly reports
• Design a singular finance function for consolidated operations, including headcount, budget, and roles/responsibilities
• Assist in developing detailed week-by-week training plans for each team member
• Select and implement a robust ERP solution for the newly combined business
• Build analytical tools and create template reporting