Assess a finance organization’s vision and strategy, operating model, organization design, processes, and technology; design and implement execution plans
Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
Drive working capital improvements and greater transparency into cash flow reporting and forecasting
Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations

Graduate of accredited 4-year college / university with educational concentration in relevant areas (finance, accounting, economics, corporate strategy, statistics, analytics) preferred but not required
2-4 years of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
Proficient in financial statement analysis, financial modeling, and/or data analytics
2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory, or consulting)
CPA (or technical/ GAAP accounting expertise), FP&AC, PMP, Six Sigma or master’s degree preferred but not required
Willingness to travel 70-80% of the time
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Senior Associate, FP&A, Modeling & Analytics

Key skills