Overview
This role provides trusted advisory and high-quality delivery of strategic and financial analyses for clients at critical points in the business lifecycle.
Job Type: Full-time
Location: Remote (applicants residing in Pacific or Mountain time zones are preferred)
Total On-Target Compensation (Base Salary + Bonus): $165,000-$195,000 annually
Responsibilities
Building Relationships
- Cultivates and maintains strong relationships with client leadership, the client’s working team, and all project counterparts.
Client Service
- Serves as a credible advisor to clients and project teams.
- Responds quickly to client requests and proactively identifies and meets client needs before requests are received.
Project Management
- In partnership with supervisors and the client, develops and executes end-to-end project work plans.
- Adjusts plans as needed to support timely, resource-efficient delivery.
- Manages project team members and coordinates with client teams to deliver project goals on schedule.
- Seeks guidance and asks appropriate questions when necessary.
- Communicates effectively with all stakeholders.
- Drives optimal outcomes while meeting and/or exceeding client expectations.
Quality Assurance
- Develops and prepares audience-appropriate materials, including budgets, forecasts, variance analysis, benchmarking studies, and board materials.
- Ensures all deliverables meet high-quality standards.
- Provides updates and presentations to senior client leadership to support decision-making.
Talent Development
- Provides supportive leadership for recruitment, training, development, and retention of high-performing talent.
- Understands direct reports’ individual developmental needs and provides exposure and development opportunities aligned to those needs.
- Creates and promotes a positive, supportive work environment.
- Reinforces a culture of continuous improvement through coaching and feedback across processes, systems, data, and training.
Requirements
- Bachelor’s degree in Accounting, Finance, Management, Economics, or related field.
- 5+ years of experience with corporate FP&A, strategic finance management, management consulting, accounting, or related field, including:
- Minimum of 3 years of FP&A experience at a Public or PE-led Company
- 1-year leading finance projects
- A combination of education and experience will be considered.
Preferred Qualifications
- Experience managing a Finance team, managing projects, reviewing team deliverables, providing feedback, and establishing/improving processes.
- Experience working in both a start-up environment and for a public company in finance roles.
- Big4 Accounting experience.
- Experience with best-in-class FP&A / Strategic Finance practices.
- Demonstrated success cultivating strong relationships with clients, executives, and boards.
- Ability to develop and maintain strong working relationships across internal and external cross-functional teams to drive FP&A processes.
- Superior statistical, qualitative, and quantitative analysis skills, with a proven ability to use data to influence decisions.
- Demonstrated strengths in financial accounting, capital markets, and M&A concepts.
- Proven ability to structure analysis efficiently to ensure accurate conclusions in a timely manner.
- Proven capabilities in project management, including managing multiple projects independently.
- Proven success independently developing presentations and other communication materials for executive leadership, external partners, and a Board of Advisors.
- Excellent oral and written communication skills, including the ability to create audience-appropriate communications and simplify complex issues.
- Demonstrated excellence presenting to diverse stakeholders (including C-Suite, Board of Advisors, and external targets) and aligning them around a common goal.
- Proven ability to maintain excellent attention to detail and accuracy.
- Experience leading a team and ensuring deliverables are completed timely and accurately.
- Demonstrated success building and improving processes and promoting quality.
- Experience working with start-up organizations and public companies.
Compensation & Benefits
- Competitive compensation plus semi-annual performance bonuses
- $165,000-$195,000 annually (base salary + bonus; total on-target compensation)
- 401(k) with immediate vesting and employer match after one year
- Comprehensive medical, dental, and vision coverage
- Unlimited vacation time and paid sick leave
- Team offsites
Location
Remote (applicants residing in Pacific or Mountain time zones are preferred)