Director – FP&A

🕒 April 1

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Waylin Partners

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2022

💸 Finance

💳 Fintech

🤝 B2B

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• Professional development opportunities