Director - FP&A

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.

Description

Waylin Partners, a leading provider of FP&A and accounting consulting services, is looking for a Director who is passionate about solving complex problems. At Waylin, you will work directly with experienced professionals to deploy FP&A and accounting solutions that improve processes and bottom-line results at our clients’ portfolio companies. Specifically, your role at client businesses will include:

• Translate complex questions into data-driven analyses and clear recommendations that help leaders make informed decisions
• Lead finance and accounting teams during interim roles or times of need
• Structure and guide financial modeling and analysis that drive strategic recommendations to key stakeholders
• Build and maintain collaborative relationships with teams across the portfolio company and private equity firm
• Turn data into useful information for leaders using Excel, data visualization, and AI-enabled tools where appropriate
• Identify opportunities to use technology and automation to improve finance processes, while applying sound judgment to review outputs and protect data quality
• Manage more junior consultants and guide the production of high-quality deliverables

Specific examples of workstreams

• Lead the budgeting process, prepare monthly forecasts, and develop variance analyses and explanations
• Lead monthly performance reporting, financial analysis, and evaluation of historical trends. Continuously improve the efficiency, accuracy, and timeliness of forecasting and close processes, including through practical uses of automation and AI
• Provide business intelligence through financial results and key performance indicators to support decisions
• Prepare and maintain daily, weekly, and monthly operational efficiency reports
• Assist with 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 or customer profitability, and operational reporting

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or another quantitative field
• 8+ years of experience in Consulting, Investment Banking, Corporate Finance, Private Equity, or Public Accounting
• Advanced Excel skills and the ability to produce dynamic financial models
• Thorough understanding of financial statements and three-statement modeling
• Ability to evaluate and adopt useful technology, automation, and AI tools while validating outputs and applying sound judgment
• CPA or CFA designations are a plus