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 Senior Associate 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 leaders and teams across the portfolio company
- 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:
- Assisting in the budgeting process, preparing monthly forecasts, creating variance analyses and explanations o Assist in 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.
- 2+ 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
Accounting Finance Cost Per Action (CPA) Consulting Data Analyst Financial Planner financial statements Chartered Financial Analyst (CFA) Microsoft Excel