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 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. • 3+ 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

Requirements

Must-haves

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.
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
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.
Bachelor’s degree in Finance, Accounting, Economics or any other quantitative field.
3+ 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
A sense of ownership and accountability, coupled with excellent communication skills

Nice-to-haves

CPA or CFA designations are a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: breezy
Effort: medium