Director - FP&A
π Role Overview & Responsibilities
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.DescriptionWaylin 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 decisionsLead finance/accounting teams during interim roles or times of needStructure and guide modeling efforts that drive strategic recommendations to key stakeholdersBuild and maintain collaborative relationships with teams across the portfolio company and private equity firmTransform data into useful information tailored to leadership needs through excel and other data visualization toolsManage more junior consultants and guide production of required deliverablesSpecific Examples of Workstreams:Lead the budgeting process, preparing monthly forecasts, creating variance analyses and explanationsLead 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 processProvide business intelligence with financial results and key performance indicators to facilitate decisionsPrepare and maintain various daily/weekly/monthly operational efficiency reportsAssist in process improvements, cost reduction, automation, and system upgradesBuild and maintain strong collaborative relationships with leaders and teams across the portfolio companyManage special projects and ad-hoc requests from senior management such as cash flow forecasts, SKU/customer profitability, operational reporting, etc.Job Requirements:Bachelorβs degree in Finance, Accounting, Economics or any other quantitative field.10+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public AccountingAdvanced Excel user with the ability to produce dynamic financial modelsA thorough understanding of financial statements and 3-statement modelingCPA or CFA designations are a plus
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This position is located in Houston, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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