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Manager - FP&A at Waylin Partners, LLC

Role overview

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field
  • 5+ 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

Responsibilities

  • Translate complex questions into data-driven analyses for decision-making
  • Structure and guide modeling efforts that drive strategic recommendations
  • Build and maintain collaborative relationships with teams across the portfolio
  • Transform data into useful information tailored to leadership through visualization tools

Key facts

Hard skills

Other skills

  • Budgeting
  • Microsoft Excel
  • Communication
  • Collaboration
  • Problem Solving

About the company

Waylin Partners logo

Waylin Partners

  • Accounting, Audit & Tax
  • Scaleup
  • 2–10
Waylin Partners provides leading private equity firms with best-in-class FP&A and accounting services to automate and optimize the back-office functions of their portfolio companies in North America. FP&A Service Offerings: ◉ Fully integrated financial modeling to support strategic decisions ◉ Automated and detailed monthly financial reporting package ◉ Monthly/quarterly management team and board reporting ◉ Annual budgeting and budget presentation materials ◉ Profitability by customer and product/service ◉ All-encompassing P&L forecasting and variance analysis ◉ Best-in-class 13-week cash flow forecasting ◉ Real-time hourly/daily/weekly cash reporting ◉ Industry leading KPI, dashboard, and automated reporting ◉ Capital expenditure and ROI analysis ◉ Working capital and cash management analysis ◉ Synergy and restructuring analysis ◉ Interim Chief Financial Officer & Director of Finance/FP&A Accounting Service Offerings: ◉ Opening balance sheet accounting ◉ Add-on acquisition integration ◉ Month-end close establishment and process improvement ◉ Percentage of completion accounting WIP optimization ◉ Standard costing optimization ◉ Intercompany cleanup/best practice ◉ General ledger clean up ◉ Post-acquisition audit support ◉ Financial health check ◉ Implementing revenue recognition processes ◉ Balance sheet reconciliation and clean up ◉ General accounting support ◉ Interim Chief Accounting Officer & Controller

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Job description

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 Manager who is passionate about providing solutions to complex problems. At Waylin, you will be working directly with other experienced professionals to deploy FP&A and accounting solutions to enhance processes and bottom-line results at our client's portfolio companies. Specifically, your function at the client businesses will include:

  • Translate complex questions into data-driven analyses to allow leaders to make informed decisions
  • 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
  • Develop executive level presentations to communicate and achieve consensus for recommendations

Specific Examples of Workstreams:

  • 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.

Job Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
  • 5+ 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
  • A sense of ownership and accountability, coupled with excellent communication skills

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