FP&A Manager

March 28

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Waylin Partners

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Finance • Fintech • B2B

Waylin Partners is a company dedicated to transforming private equity portfolio companies into data-driven organizations throughout the investment life cycle. They offer a full suite of CFO solutions, which include strategic financial planning and analysis, data analytics, technical accounting services, and performance improvement initiatives. With a focus on lean teams and execution-driven results, Waylin Partners empowers clients to achieve sustainable growth and operational excellence by providing tailored insights and support during key transitional periods.

11 - 50 employees

Founded 2022

💸 Finance

💳 Fintech

🤝 B2B

📋 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: • Translate complex questions into data-driven analyses to allow leaders to make informed decisions • 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 • Develop executive level presentations to communicate and achieve consensus for recommendations • 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.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field. • 4+ 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 • A sense of ownership and accountability, coupled with excellent communication skills