Primary Responsibilities:

Reporting & Analysis:

• Cleanse, consolidate, and analyze data to generate actionable insights

• Prepare weekly flash and 13-week cash flow forecast

• Track and validate key performance indicators (KPIs) 

• Prepare and deliver monthly and quarterly reporting, including ad-hoc analysis

• Lead the development of the annual budget, including building a full three-statement model

• Prepare materials for quarterly Board meetings and senior leadership presentations

• Ensure accuracy, clarity and timeliness in all deliverables

Strategic Insights:

• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team

• Build scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions

• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translating that into the annual budget

Business Partnership:

• Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions, helping leaders own their P&Ls and hit targets

• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens and drive accountability to outcomes

• Conduct financial modeling to support service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives 

• Design and collaborate with functional leaders to build and refine Power BI dashboards

Unique Attributes:

• PE-backed company

• Fast-paced, small-team setting 

• Reports directly to the Chief Financial Officer

• Highly visible and critical role

• Key contributor to strategic initiatives and operational improvements

• Insight into multiple functions of the business

• Competitive compensation and benefits

• Good company culture and casual work environment

Required Qualifications:

• Bachelor's degree in accounting, finance, economics or related field from a top university

• 5-7 years of experience in FP&A, accounting, or transaction advisory services

• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)

• Superior attention to detail 

• Highly curious and a strategic thinker

• Excellent communication, written and verbal, and analytical skills

• Skilled at translating complex financial and operational data into concise takeaways

• Strong organizational skills, desire to learn and ability to multi-task

• Mature and professional candidate with a strong work ethic 

Preferred Qualifications:

• Prior experience working in a PE-backed environment and/or professional services firm

• Comfortable working with large, complex dataset (e.g. SQL)

• Experience with data transformation tools (e.g. Power Queries, Alteryx)

• Proficient with BI tools (e.g. PowerBI, Tableau)

• Experience leveraging AI tools to drive process efficiencies