Strategic Financial Planning & Analytics Associate

Job Title

Associate

Job Description

The Associate will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Associate will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Associate will facilitate proactive decision making through forecasting models and drive value with data and analytics during times of transaction and transition. We are seeking an individual with a strong background in data and analytics and a solid foundation in finance and accounting.

Responsibilities

Key responsibilities include but are not limited to:

• Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;
• Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities;
• Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements;
• Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
• Take ownership of functional work, which could include but is not limited to:
• Budgeting / forecasting
• Financial and operational reporting
• Profitability analysis
• Developing business processes
• Data management

Preferred Qualifications

• 1-3 years of experience in either:
• Consulting/Advisory with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
• Corporate FP&A or Sales/Ops Finance Analyst, preferably with a middle-market private equity backed company
• Intermediate knowledge of BI Tools or Data Analytics
• Strong working knowledge of finance / accounting concepts such as financial statement mechanics
• Demonstrated ability to present and support finance concepts to drive analysis and decisions (e.g., financial statement analysis, financial ratio application, and budgeting / forecasting)
• Advanced proficiency in Excel
• Strong business acumen and verbal / written communication

Minimum Qualifications

• Bachelor's degree
• 1 year of relevant experience
• Must be able to work in a team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs