Director – FP&A

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Waylin Partners

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2022

💸 Finanças

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

A Waylin Partners é uma empresa dedicada a transformar empresas de portfólio de fundos de private equity em organizações orientadas por dados ao longo do ciclo de vida do investimento. Eles oferecem uma gama completa de soluções para CFO, que incluem planejamento financeiro e análise estratégica, análise de dados, serviços de contabilidade técnica e iniciativas de melhoria de desempenho. Com foco em equipes enxutas e resultados orientados para execução, a Waylin Partners capacita os clientes a alcançarem crescimento sustentável e excelência operacional, proporcionando insights personalizados e suporte durante períodos de transição chave.

Descrição

• 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. • 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.

🎯 Requisitos

• Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field. • 8+ 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.

🏖️ Benefícios

• Professional development opportunities