Role Description
Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Manager 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:
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Translate complex questions into data-driven analyses to allow leaders to make informed decisions.
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Structure and guide modeling efforts that drive strategic recommendations to key stakeholders.
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Build and maintain collaborative relationships with teams across the portfolio company and private equity firm.
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Transform data into useful information tailored to leadership needs through Excel and other data visualization tools.
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Develop executive level presentations to communicate and achieve consensus for recommendations.
Specific Examples of Workstreams:
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Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanations.
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Lead the preparation of monthly performance reports, financial analysis, and evaluation of historical trends.
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Continuously seek to improve the efficiency, accuracy, and timeliness of the forecasting and close process.
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Provide business intelligence with financial results and key performance indicators to facilitate decisions.
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Prepare and maintain various daily/weekly/monthly operational efficiency reports.
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Assist in process improvements, cost reduction, automation, and system upgrades.
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Build and maintain strong collaborative relationships with leaders and teams across the portfolio company.
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Manage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.
Qualifications
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Bachelorβs degree in Finance, Accounting, Economics or any other quantitative field.
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5+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting.
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Advanced Excel user with the ability to produce dynamic financial models.
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A thorough understanding of financial statements and 3-statement modeling.
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CPA or CFA designations are a plus.
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A sense of ownership and accountability, coupled with excellent communication skills.