Waylin Partners
Join to apply for the
Director - FP&A
role at
Waylin Partners
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Waylin Partners
Waylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies.
Description Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:
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
Specific Examples of Workstreams
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.
Job Requirements
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
CPA or CFA designations are a plus
Seniority level Director
Employment type Full-time
Job function
Finance, Strategy/Planning, and Accounting/Auditing
Industries
Business Consulting and Services, Venture Capital and Private Equity Principals, and Financial Services
Referrals increase your chances of interviewing at Waylin Partners by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
#J-18808-Ljbffr
Director - FP&A
role at
Waylin Partners
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Waylin Partners
Waylin focuses on providing leading private equity firms with best-in-class finance, accounting, and data analytics services to optimize and automate back-office functions of portfolio companies.
Description Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:
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
Specific Examples of Workstreams
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.
Job Requirements
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
CPA or CFA designations are a plus
Seniority level Director
Employment type Full-time
Job function
Finance, Strategy/Planning, and Accounting/Auditing
Industries
Business Consulting and Services, Venture Capital and Private Equity Principals, and Financial Services
Referrals increase your chances of interviewing at Waylin Partners by 2x
Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
#J-18808-Ljbffr