Atlantic Group
Financial Planning and Analysis Supervisor
Position:
Senior Financial Planning & Analysis (FP&A)
Years of Experience:
4–6+
Overview We’re recruiting for a Senior Financial Planning & Analysis (FP&A) that brings 4–6+ years of experience in a fast-paced, high-growth environment, with strong expertise in financial modeling, company valuation, and transaction execution. This role suits professionals with client-facing experience in consulting, investment banking, public accounting, private equity, or venture capital, as well as high-potential candidates from FP&A backgrounds. Advanced financial modeling skills are required.
Responsibilities
Analyze financial data to forecast business performance and support strategic planning through advanced financial analytics
Build and evaluate investment valuations and conduct deal analysis for mergers, acquisitions, integrations, and divestitures
Interpret current and historical financial data to identify risks, trends, and opportunities, and translate insights into actionable strategies
Research and assess economic, market, and industry trends that may impact client businesses
Stay current on business and economic developments relevant to clients and their industries
Leverage technology and analytical tools to deliver innovative, high-value financial solutions
Consistently deliver high-quality client service by monitoring project progress and demonstrating strong technical expertise and professional judgment
Qualifications
Strong experience building and explaining integrated three-statement financial models in Excel
Hands‑on experience with transaction and strategic finance modeling, including equity and debt structures
Ability to create clear, executive‑ready presentations that communicate key insights and recommendations
Experience developing financial forecasts at the company or business‑unit level
Solid understanding of core valuation concepts and methodologies
Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field, with 5+ years of relevant experience
Background in investment banking, consulting, corporate finance, FP&A, valuation, or a similar analytical environment
Comfort building financial models and analytical tools from scratch; experience with data or visualization tools (e.g., Power BI, Tableau, SQL, VBA) is a plus
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Analyst, and Strategy/Planning
Industries: Financial Services and Accounting
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Senior Financial Planning & Analysis (FP&A)
Years of Experience:
4–6+
Overview We’re recruiting for a Senior Financial Planning & Analysis (FP&A) that brings 4–6+ years of experience in a fast-paced, high-growth environment, with strong expertise in financial modeling, company valuation, and transaction execution. This role suits professionals with client-facing experience in consulting, investment banking, public accounting, private equity, or venture capital, as well as high-potential candidates from FP&A backgrounds. Advanced financial modeling skills are required.
Responsibilities
Analyze financial data to forecast business performance and support strategic planning through advanced financial analytics
Build and evaluate investment valuations and conduct deal analysis for mergers, acquisitions, integrations, and divestitures
Interpret current and historical financial data to identify risks, trends, and opportunities, and translate insights into actionable strategies
Research and assess economic, market, and industry trends that may impact client businesses
Stay current on business and economic developments relevant to clients and their industries
Leverage technology and analytical tools to deliver innovative, high-value financial solutions
Consistently deliver high-quality client service by monitoring project progress and demonstrating strong technical expertise and professional judgment
Qualifications
Strong experience building and explaining integrated three-statement financial models in Excel
Hands‑on experience with transaction and strategic finance modeling, including equity and debt structures
Ability to create clear, executive‑ready presentations that communicate key insights and recommendations
Experience developing financial forecasts at the company or business‑unit level
Solid understanding of core valuation concepts and methodologies
Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business, Engineering, or a related field, with 5+ years of relevant experience
Background in investment banking, consulting, corporate finance, FP&A, valuation, or a similar analytical environment
Comfort building financial models and analytical tools from scratch; experience with data or visualization tools (e.g., Power BI, Tableau, SQL, VBA) is a plus
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Analyst, and Strategy/Planning
Industries: Financial Services and Accounting
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