Strategic Financial Planning & Analytics Manager

Principal, Strategic FP&A

The Principal will be a full-time permanent consultant helping to grow our Strategic FP&A practice. The Principal will support our clients, private equity backed portfolio companies, by implementing strategic FP&A initiatives. The Principal 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:

• Manage resources (both internal and external) and the planning, execution and transition of FP&A deliverables to achieve project goals
• Develop core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies
• Design and implement 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 Director
• 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
• With the support and guidance from the Project Director, proactively identify and communicate any areas of potential risk and obstacles to success, along with appropriate mitigation plans and communication

Preferred Qualifications

• 6-10 years of experience in either consulting/advisory with a focus on finance strategy and operations, analytics, technology or performance improvement OR corporate FP&A/financial 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 required
• 5 years of experience in related field
• 3 years of supervisory experience
• Must have and preserve required licenses
• Ability to manage all aspects of client engagements
• 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