Ankura OCFO professionals serve as trusted partners, consistently delivering long-term value and results to a diverse clientele, ranging from middle-market enterprises to Fortune 500 companies.
Ankura OCFO works with both private equity firms and corporate companies, across all industries.
Quality of Finance: Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology; design and implement execution plans.
Financial Planning & Analysis: Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology.
Reporting: Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals.
Data Analytics & Visualization: Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.).
Balance Sheet and Cash Flow Optimization: Drive working capital improvements and greater transparency into cash flow reporting and forecasting.
Transaction Preparation and Execution: Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations.

Requirements

Graduate of accredited 4-year college / university with educational concentration in relevant areas (finance, accounting, economics, corporate strategy, statistics, analytics) preferred but not required
5-8 years of total experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity with 2-3 years minimum experience in client-facing consulting roles
Proficient in financial statement analysis, financial modeling, and/or data analytics
CPA (or technical/ GAAP accounting expertise), FP&AC, PMP, Six Sigma or master’s degree preferred but not required
Modeling experience: 3-Statement, Long Range Plan, 13-Week Cash Flow
Data analytics and visualization tools (e.g., Alteryx, Tableau, Power BI)
General knowledge of financial ERP systems, business intelligence technologies, and other finance performance management tools (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics, Workday Financials), including EPM (e.g., Hyperion Planning, Anaplan, Planful, Adaptive Insights)
Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations
Strong project management skills
Excellent collaboration and communication skills: ability to work with clients, colleagues, and other stakeholders to define, influence, and drive change
Ability to lead and motivate junior team members, promote innovation and diversity of thought, and train, coach, and mentor others
Grit, passion, perseverance - ability to adapt to complex, dynamic situations and to deliver on commitments
Participate in business development, marketing, recruiting, and practice development activities
Expertise in Microsoft product suite
Willingness to travel 70-80% of the time
Demonstrate the highest degree of professionalism, ethics, quality, and integrity.

Benefits

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial statement analysisfinancial modelingdata analytics3-Statement modelingLong Range Plan modeling13-Week Cash Flow modelingfinancial planning and analysiscorporate strategyfinancial due diligencerestructuring

Soft skills

problem-solvingproject managementcollaborationcommunicationleadershipmentoringintellectual curiosityadaptabilityinnovationperseverance

Certifications

CPAFP&APMPSix Sigmamaster's degree